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Tata Hybrid Equity Fund vs Edelweiss Aggressive Hybrid Fund compare
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹4166 Cr | ₹3413 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 Aggressive Hybrid Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.13% | -0.75% |
| 6 Month | 2.75% | 0.2% |
| 1 Year | 5.53% | 5.46% |
| 3 Year | 11.56% | 16.65% |
| 5 Year | 13.1% | 16.3% |
SIP Return Analysis
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.11% | 1.52% |
| 1 Year | 11.62% | 9.3% |
| 3 Year | 10.39% | 13.49% |
| 5 Year | 11.35% | 14.91% |
Rolling Lumpsum Returns
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.8% | 9.86% |
| 3 Year | 14.59% | 13.4% |
| 5 Year | 15.31% | 12.1% |
Risk Management
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.21% | 9.65% |
| Sharp | 0.53% | 0.94% |
| Beta | 1.16% | 1.08% |
| Alpha | -1.43% | 2.94% |
Fund Managers
| Scheme Name | Tata Aggressive Hybrid 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 Aggressive Hybrid Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29 | 29.1 |
| Large Cap | 55.84 | 47.01 |
| Small Cap | 9.67 | 9.12 |
| Mid Cap | 5.48 | 14.77 |
Sector Allocation
| Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.57 | 23.18 |
| Energy | 6.06 | 4.15 |
| Technology | 6.29 | 6.27 |
| Industrials | 8.03 | 5.69 |
| Consumer Defensive | 8.85 | 3.57 |
| Financial Services | 19.36 | 25.18 |
| Basic Materials | 5.76 | 5.6 |
| Consumer Cyclical | 7.6 | 10.44 |
| Healthcare | 3.04 | 7.69 |
| Communication Services | 5.95 | 4.59 |
| Real Estate | 0.45 | 0.89 |
| Utilities | 1.04 | 2.75 |
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