- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹4025 Cr | ₹3161 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 | 3.02% | 2.06% |
| 6 Month | 5.6% | 6.33% |
| 1 Year | 3.06% | 6.59% |
| 3 Year | 11.75% | 16.95% |
| 5 Year | 16.13% | 19.92% |
SIP Return Analysis
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.04% | 0.42% |
| 1 Year | 4.47% | 7.42% |
| 3 Year | 8.52% | 13.67% |
| 5 Year | 10.37% | 14.98% |
Rolling Lumpsum Returns
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.1% | 10.04% |
| 3 Year | 13.58% | 13.02% |
| 5 Year | 14.04% | 12.03% |
Risk Management
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.21% | 9.73% |
| Sharp | 0.59% | 1.03% |
| Beta | 0.13% | 1.09% |
| Alpha | 5.03% | 3.37% |
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 | 29.22 | 30.22 |
| Large Cap | 52.27 | 48.14 |
| Small Cap | 11.8 | 7.54 |
| Mid Cap | 6.71 | 14.11 |
Sector Allocation
| Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.5 | 25.1 |
| Energy | 5.61 | 2.59 |
| Technology | 4.66 | 7.77 |
| Consumer Defensive | 8.99 | 4.27 |
| Industrials | 7.33 | 6.48 |
| Financial Services | 18.81 | 23.33 |
| Basic Materials | 6.4 | 5.79 |
| Consumer Cyclical | 8.44 | 8.63 |
| Healthcare | 4.18 | 9 |
| Communication Services | 5.5 | 3.93 |
| Real Estate | 0.87 | 0.32 |
| Utilities | 1.71 | 2.79 |
Top Comparisons
Franklin India Banking & PSU Debt Fund - Growth
3Y Returns7.59%
Edelweiss Banking and PSU Debt Fund - Regular Plan - Growth Option
3Y Returns7.73%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns20.08%
ICICI Prudential ESG Exclusionary Strategy Fund - Growth
3Y Returns19.37%
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.17%
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns7.03%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns16.8%
Tata Banking And Financial Services Fund-Regular Plan-Growth
3Y Returns17.28%
