Tata Hybrid Equity Fund vs Mirae Asset Aggressive Hybrid Fund compare
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| Fund | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹4156 Cr | ₹9425 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Jan 1996 | 29 Jul 2015 |
| 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% | 59% |
| Expense Ratio | 1.92 | 1.73 |
| Manager | Murthy Nagarajan | Mahendra Kumar Jajoo |
| ISIN Code | INF277K01303 | INF769K01DE6 |
| 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 | Mirae Asset Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.84% | 0.72% |
| 6 Month | 4.24% | 4.95% |
| 1 Year | 2.23% | 5.48% |
| 3 Year | 10.69% | 12.97% |
| 5 Year | 13.87% | 14.09% |
SIP Return Analysis
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | 3.08% | 3.21% |
| 1 Year | 11.96% | 14.78% |
| 3 Year | 10.77% | 13.28% |
| 5 Year | 11.6% | 12.82% |
Rolling Lumpsum Returns
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.9% | 11.77% |
| 3 Year | 14.6% | 13.32% |
| 5 Year | 15.33% | 13.78% |
Risk Management
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 9.21% | 9.70% |
| Sharp | 0.61% | 0.72% |
| Beta | 1.16% | 1.11% |
| Alpha | -1.3% | 0.10% |
Fund Managers
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| Name | Murthy Nagarajan | Mahendra Kumar Jajoo |
| Total AUM | ₹18015 Cr | ₹8876 Cr |
| Funds Managed | 11 | 4 |
| Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
Market Cap
| Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| Others | 25.43 | 27.97 |
| Large Cap | 52.17 | 55.88 |
| Mid Cap | 9.2 | 6.5 |
| Small Cap | 13.2 | 9.65 |
Sector Allocation
| Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| Others | 25.43 | 24.03 |
| Petroleum Products | 5.19 | - |
| IT - Software | 6.06 | - |
| Personal Products | 1 | - |
| Construction | 4.78 | - |
| Diversified FMCG | 4.13 | - |
| Banks | 17.05 | - |
| Consumer Durables | 1.59 | - |
| Agricultural Food & other Products | 2.54 | - |
| Automobiles | 4.75 | - |
| Pharmaceuticals & Biotechnology | 4.19 | - |
| Telecom - Services | 5.87 | - |
| Beverages | 1.92 | - |
| Realty | 0.78 | - |
| Gas | 0.74 | - |
| Industrial Products | 1.05 | - |
| Auto Components | 1.51 | - |
| Cement & Cement Products | 3.45 | - |
| Transport Infrastructure | 1.77 | - |
| Fertilizers & Agrochemicals | 1.92 | - |
| Insurance | 0.88 | - |
| Finance | 1.26 | - |
| Power | 1.04 | - |
| Retailing | 1.1 | - |
| Energy | - | 4.84 |
| Technology | - | 6.57 |
| Consumer Cyclical | - | 8.26 |
| Healthcare | - | 6.04 |
| Industrials | - | 7.1 |
| Financial Services | - | 24.84 |
| Consumer Defensive | - | 3.81 |
| Basic Materials | - | 6.45 |
| Utilities | - | 4.24 |
| Communication Services | - | 3.11 |
| Real Estate | - | 0.71 |
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