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Tata Hybrid Equity Fund vs Mirae Asset Aggressive Hybrid Fund compare

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

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tortoise-icon Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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