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) | ₹4025 Cr | ₹9128 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
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 | 0.59% | 0.69% |
6 Month | 5.97% | 7.66% |
1 Year | 0.3% | 3.78% |
3 Year | 12.57% | 14.46% |
5 Year | 15.81% | 15.96% |
SIP Return Analysis
Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
6 Month | 2.03% | 2.25% |
1 Year | 8.68% | 12.51% |
3 Year | 10.4% | 13.16% |
5 Year | 11.53% | 12.78% |
Rolling Lumpsum Returns
Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
1 Year | 11.1% | 11.94% |
3 Year | 13.58% | 13.22% |
5 Year | 14.04% | 13.67% |
Risk Management
Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
Standard Deviation | 9.21% | 9.67% |
Sharp | 0.59% | 0.70% |
Beta | 0.13% | 1.11% |
Alpha | 5.03% | 0.02% |
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 | 29.22 | 25.79 |
Large Cap | 52.27 | 56.47 |
Small Cap | 11.8 | 10.36 |
Mid Cap | 6.71 | 7.38 |
Sector Allocation
Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
Others | 27.5 | 23.15 |
Energy | 5.61 | 4.68 |
Technology | 4.66 | 5.75 |
Consumer Defensive | 8.99 | 4.08 |
Industrials | 7.33 | 7.84 |
Financial Services | 18.81 | 24.54 |
Basic Materials | 6.4 | 6.78 |
Consumer Cyclical | 8.44 | 8.51 |
Healthcare | 4.18 | 6.05 |
Communication Services | 5.5 | 3.4 |
Real Estate | 0.87 | 0.64 |
Utilities | 1.71 | 4.59 |
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