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) | ₹4166 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 | 0.31% | 0.08% |
| 6 Month | 4.82% | 5.37% |
| 1 Year | 4.19% | 7.51% |
| 3 Year | 10.98% | 13.36% |
| 5 Year | 13.28% | 13.5% |
SIP Return Analysis
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.82% | 1.75% |
| 1 Year | 9.7% | 11.78% |
| 3 Year | 10.2% | 12.56% |
| 5 Year | 11.24% | 12.44% |
Rolling Lumpsum Returns
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| 1 Year | 12.8% | 11.68% |
| 3 Year | 14.59% | 13.29% |
| 5 Year | 15.31% | 13.76% |
Risk Management
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 9.21% | 9.66% |
| Sharp | 0.53% | 0.66% |
| Beta | 1.16% | 1.11% |
| Alpha | -1.43% | 0.04% |
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 | 29 | 27.79 |
| Large Cap | 55.84 | 56.39 |
| Small Cap | 9.67 | 9.47 |
| Mid Cap | 5.48 | 6.35 |
Sector Allocation
| Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
|---|---|---|
| Others | 27.57 | 23.98 |
| Energy | 6.06 | 4.93 |
| Technology | 6.29 | 6.74 |
| Industrials | 8.03 | 6.96 |
| Consumer Defensive | 8.85 | 3.93 |
| Financial Services | 19.36 | 25.14 |
| Basic Materials | 5.76 | 6.3 |
| Consumer Cyclical | 7.6 | 8.27 |
| Healthcare | 3.04 | 5.9 |
| Communication Services | 5.95 | 3.21 |
| Real Estate | 0.45 | 0.61 |
| Utilities | 1.04 | 4.02 |
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