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) | ₹4179 Cr | ₹9494 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 | -0.22% | 0.68% |
| 6 Month | 1.83% | 2.19% |
| 1 Year | 6.6% | 10.98% |
| 3 Year | 11.63% | 13.93% |
| 5 Year | 12.35% | 12.55% |
SIP Return Analysis
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.08% | 1.55% |
| 1 Year | 8.11% | 10.9% |
| 3 Year | 9.07% | 11.78% |
| 5 Year | 10.48% | 11.92% |
Rolling Lumpsum Returns
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.73% | 11.61% |
| 3 Year | 14.58% | 13.33% |
| 5 Year | 15.27% | 13.74% |
Risk Management
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 9.55% | 9.50% |
| Sharp | 0.54% | 0.76% |
| Beta | 1.11% | 1.11% |
| Alpha | -1.89% | 0.15% |
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 | 28.65 | 30.58 |
| Large Cap | 56.22 | 54.8 |
| Small Cap | 9.75 | 8.34 |
| Mid Cap | 5.39 | 6.28 |
Sector Allocation
| Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| Others | 23.48 | 24.47 |
| Energy | 5.99 | 4.94 |
| Technology | 6.17 | 5.92 |
| Industrials | 7.99 | 7.04 |
| Consumer Defensive | 8.47 | 4.05 |
| Financial Services | 22.8 | 25.09 |
| Basic Materials | 7.4 | 6.41 |
| Consumer Cyclical | 7.06 | 8.65 |
| Healthcare | 3.2 | 5.96 |
| Communication Services | 5.94 | 3.24 |
| Real Estate | 0.42 | 0.6 |
| Utilities | 1.07 | 3.63 |
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