Tata Hybrid Equity Fund vs Edelweiss Aggressive Hybrid Fund compare

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Tata Hybrid Equity Fund- Regular Plan - Growth Option

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Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Fund	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3997 Cr	₹2371 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	05 Jan 1996	12 Aug 2009
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%	81%
Expense Ratio	1.92	1.95
Manager	Murthy Nagarajan	Dhawal Dalal
ISIN Code	INF277K01303	INF754K01202
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	Edelweiss Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month	2.29%	2.13%
6 Month	-2.5%	0.08%
1 Year	5.45%	9.94%
3 Year	12.45%	16.77%
5 Year	17.67%	21.03%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	1.08%	2.04%
1 Year	-2.35%	1.85%
3 Year	11.12%	17.09%
5 Year	12.9%	17.58%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year	11.66%	10.27%
3 Year	13.65%	12.41%
5 Year	13.89%	11.84%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	9.21%	9.903%
Sharp	0.39%	0.882%
Beta	1.08%	1.029%
Alpha	0.79%	3.399%

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Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Name	Murthy Nagarajan	Dhawal Dalal
Total AUM	₹18015 Cr	₹25974 Cr
Funds Managed	11	12
	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	25.02	28.42
Large Cap	58.6	50.97
Mid Cap	8.68	15.41
Small Cap	7.7	5.21

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	25.02	28.01
Energy	5.66	4.7
Technology	6.42	7.17
Consumer Defensive	6.08	3.77
Industrials	7.51	5.43
Healthcare	5.33	11.34
Financial Services	23.83	21.01
Real Estate	1.34	0.82
Consumer Cyclical	7.56	8.63
Communication Services	4.96	2.7
Utilities	2.16	3.93
Basic Materials	4.14	2.49