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Mirae Asset Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare

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tortoise-icon Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

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tortoise-icon Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Tata Aggressive Hybrid Fund- Regular Plan - Growth Option Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Fund Tata Aggressive Hybrid Fund- Regular Plan - Growth Option Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹4091 Cr ₹9181 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Jan 1996 29 Jul 2015
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 4.76% 59%
Expense Ratio 1.92 1.73
Manager Murthy Nagarajan Mahendra Kumar Jajoo
ISIN Code INF277K01303 INF769K01DE6
Exits Load Tata Hybrid Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Mirae Asset Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Tata Aggressive Hybrid Fund- Regular Plan - Growth Option Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Month -1.76% -1.94%
6 Month 9.7% 11.91%
1 Year -3.53% -0.7%
3 Year 11.37% 12.99%
5 Year 15.04% 14.92%

SIP Return Analysis

Scheme Name Tata Aggressive Hybrid Fund- Regular Plan - Growth Option Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
6 Month -0.07% 0.41%
1 Year 1.02% 4.53%
3 Year 9.14% 11.65%
5 Year 11.13% 12.15%

Rolling Lumpsum Returns

Scheme Name Tata Aggressive Hybrid Fund- Regular Plan - Growth Option Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Year 11.2% 12.12%
3 Year 13.63% 13.24%
5 Year 14% 13.58%

Risk Management

Scheme Name Tata Aggressive Hybrid Fund- Regular Plan - Growth Option Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Standard Deviation 9.21% 9.70%
Sharp 0.71% 0.73%
Beta 0.14% 1.07%
Alpha 5.8% 0.03%

Fund Managers

Scheme Name Tata Aggressive Hybrid Fund- Regular Plan - Growth Option Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Name Murthy Nagarajan Mahendra Kumar Jajoo
Total AUM ₹18015 Cr ₹8876 Cr
Funds Managed 11 4
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

Market Cap

Scheme Name

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

Others 27.95 28.08
Large Cap 53.5 54.36
Small Cap 9.99 10.11
Mid Cap 8.56 7.45

Sector Allocation

Scheme Name

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

Others 27.95 25.47
Energy 4.93 4.62
Technology 4.44 6
Consumer Defensive 9.47 3.82
Industrials 7.48 7.7
Financial Services 19.62 24.64
Healthcare 4.76 5.68
Basic Materials 5.76 6.64
Consumer Cyclical 6.8 7.65
Communication Services 5.55 2.91
Real Estate 0.91 0.71
Utilities 2.34 4.16

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