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) | ₹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 |
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