Mirae Asset Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Chart Comparison
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) | ₹4156 Cr | ₹9425 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| 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 | 0.35% | 0.41% |
| 6 Month | 4.05% | 5.06% |
| 1 Year | 3.19% | 6.66% |
| 3 Year | 10.61% | 12.88% |
| 5 Year | 13.97% | 14.22% |
SIP Return Analysis
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.08% | 3.21% |
| 1 Year | 11.96% | 14.78% |
| 3 Year | 10.77% | 13.28% |
| 5 Year | 11.6% | 12.82% |
Rolling Lumpsum Returns
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.91% | 11.82% |
| 3 Year | 14.62% | 13.32% |
| 5 Year | 15.35% | 13.76% |
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 | 0.61% | 0.72% |
| Beta | 1.16% | 1.11% |
| Alpha | -1.3% | 0.10% |
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 | 27.05 | 27.97 |
| Large Cap | 54.4 | 55.88 |
| Small Cap | 11.61 | 9.65 |
| Mid Cap | 6.93 | 6.5 |
Sector Allocation
| Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| Others | 25.46 | 24.03 |
| Energy | 5.79 | 4.84 |
| Technology | 6.06 | 6.57 |
| Consumer Defensive | 8.97 | 3.81 |
| Industrials | 7.59 | 7.1 |
| Financial Services | 19.18 | 24.84 |
| Basic Materials | 6.2 | 6.45 |
| Consumer Cyclical | 8.13 | 8.26 |
| Healthcare | 4.19 | 6.04 |
| Communication Services | 5.87 | 3.11 |
| Real Estate | 0.78 | 0.71 |
| Utilities | 1.78 | 4.24 |
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