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) | ₹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 |
Top Comparisons
Kotak Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
HDFC Multi-Asset Fund - Growth Option
3Y Returns13.96%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns7.07%
DSP Ultra Short Fund - Regular Plan - Growth
3Y Returns6.73%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns11.75%
Axis Balanced Advantage Fund - Regular Plan - Growth
3Y Returns13.25%
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth
3Y Returns20.88%
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth
3Y Returns15.1%