Tata Hybrid Equity Fund vs Edelweiss Aggressive Hybrid Fund compare
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 4.6% | 4.92% |
6 Month | -3.39% | -0.54% |
1 Year | 6.42% | 11.42% |
3 Year | 13.24% | 17.91% |
5 Year | 18.46% | 22.02% |
SIP Return Analysis
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 0.79% | 1.79% |
1 Year | -2.82% | 1.45% |
3 Year | 10.17% | 16.02% |
5 Year | 12.08% | 16.74% |
Rolling Lumpsum Returns
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% |
Risk Management
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 | 0.6% | 0.882% |
Beta | 1.09% | 1.029% |
Alpha | -0.13% | 3.399% |
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Fund Managers
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 |
Market Cap
Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 26.52 | 28.42 |
Large Cap | 57.95 | 50.97 |
Mid Cap | 7.8 | 15.41 |
Small Cap | 7.73 | 5.21 |
Sector Allocation
Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 26.52 | 28.01 |
Petroleum Products | 5.7 | - |
IT - Software | 5.14 | - |
Personal Products | 0.9 | - |
Construction | 4.47 | - |
Diversified FMCG | 3.11 | - |
Banks | 20.96 | - |
Pharmaceuticals & Biotechnology | 4.52 | - |
Realty | 1.36 | - |
Automobiles | 4.48 | - |
Telecom - Services | 5.22 | - |
Beverages | 2.32 | - |
Industrial Products | 1.36 | - |
Gas | 0.74 | - |
Transport Services | 0.37 | - |
Auto Components | 0.77 | - |
Finance | 2.63 | - |
Cement & Cement Products | 2.51 | - |
Transport Infrastructure | 1.53 | - |
Fertilizers & Agrochemicals | 1.95 | - |
Power | 1.71 | - |
Insurance | 0.87 | - |
Retailing | 0.86 | - |
Energy | - | 4.7 |
Utilities | - | 3.93 |
Technology | - | 7.17 |
Consumer Cyclical | - | 8.63 |
Healthcare | - | 11.34 |
Industrials | - | 5.43 |
Consumer Defensive | - | 3.77 |
Basic Materials | - | 2.49 |
Financial Services | - | 21.01 |
Communication Services | - | 2.7 |
Real Estate | - | 0.82 |
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