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	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%

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%

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	0.6%	0.882%
Beta	1.09%	1.029%
Alpha	-0.13%	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	26.52	28.42
Large Cap	57.95	50.97
Mid Cap	7.8	15.41
Small Cap	7.73	5.21

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