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Tata Hybrid Equity Fund vs Edelweiss Aggressive Hybrid Fund compare

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tortoise-icon Tata Hybrid Equity Fund- Regular Plan - Growth Option

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tortoise-icon 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

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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