Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Mirae Asset Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹4025 Cr ₹9012 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 1.12% 1.38%
6 Month 9.99% 12.67%
1 Year -0.71% 2.54%
3 Year 12.24% 14.17%
5 Year 15.43% 15.54%

SIP Return Analysis

Scheme Name Tata Aggressive Hybrid Fund- Regular Plan - Growth Option Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
6 Month 1.57% 1.96%
1 Year 7.78% 11.92%
3 Year 10.09% 12.89%
5 Year 11.29% 12.55%

Rolling Lumpsum Returns

Scheme Name Tata Aggressive Hybrid Fund- Regular Plan - Growth Option Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Year 11.1% 11.94%
3 Year 13.58% 13.22%
5 Year 14.04% 13.67%

Risk Management

Scheme Name Tata Aggressive Hybrid Fund- Regular Plan - Growth Option Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Standard Deviation 9.21% 9.67%
Sharp 0.59% 0.70%
Beta 0.13% 1.11%
Alpha 5.03% 0.02%

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 28.55 26.62
Large Cap 52.09 55.08
Small Cap 11.24 10.47
Mid Cap 8.12 7.84

Sector Allocation

Scheme Name

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

Others 27.44 24.08
Energy 4.91 4.63
Technology 4.87 6.03
Consumer Defensive 9.47 4.01
Industrials 7.72 7.72
Financial Services 18 24.12
Healthcare 4.86 6.42
Basic Materials 6.69 6.59
Consumer Cyclical 8.11 8.32
Communication Services 5.52 3.33
Real Estate 0.85 0.66
Utilities 1.55 4.08

Top Comparisons

HDFC Hybrid Debt Fund - Growth Plan HDFC Hybrid Debt Fund - Growth Plan

3Y Returns10.76%

VS

Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns8.72%

Compare Now

BANDHAN INNOVATION FUND REGULAR PLAN GROWTH BANDHAN INNOVATION FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns6.93%

Compare Now

Bandhan Value Fund - Regular Plan - Growth Bandhan Value Fund - Regular Plan - Growth

3Y Returns17.66%

VS

Tata Value Fund - Regular Plan - Growth Option Tata Value Fund - Regular Plan - Growth Option

3Y Returns20.39%

Compare Now

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns7.41%

VS

Tata Short Term Bond Fund -Regular Plan- Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option

3Y Returns7.18%

Compare Now
Add to Cart Successfully