Tata Hybrid Equity Fund vs Quant Absolute Fund compare
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Quant Aggressive Hybrid Fund-Growth
Chart Comparison
Overview
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| Fund | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Quant Aggressive Hybrid Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Average |
| Asset Size (Cr) | ₹4025 Cr | ₹2056 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Jan 1996 | 11 Apr 2001 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 4.76% | % |
| Expense Ratio | 1.92 | 2.04 |
| Manager | Murthy Nagarajan | Sanjeev Sharma |
| ISIN Code | INF277K01303 | INF966L01267 |
| 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 | Quant Absolute Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| 1 Month | 3.58% | 2.17% |
| 6 Month | 5.6% | 8.57% |
| 1 Year | 3.06% | 3.59% |
| 3 Year | 11.75% | 12.09% |
| 5 Year | 16.13% | 21.73% |
SIP Return Analysis
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| 6 Month | 0.04% | 1.44% |
| 1 Year | 4.47% | 11.69% |
| 3 Year | 8.52% | 10.6% |
| 5 Year | 10.37% | 13.23% |
Rolling Lumpsum Returns
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| 1 Year | 11.1% | 14.09% |
| 3 Year | 13.58% | 17.04% |
| 5 Year | 14.04% | 15.94% |
Risk Management
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| Standard Deviation | 9.21% | 12.985% |
| Sharp | 0.59% | 0.504% |
| Beta | 0.13% | 1.245% |
| Alpha | 5.03% | 0.169% |
Fund Managers
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| Name | Murthy Nagarajan | Sanjeev Sharma |
| Total AUM | ₹18015 Cr | ₹39731 Cr |
| Funds Managed | 11 | 22 |
| Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Quant Aggressive Hybrid Fund-Growth |
Market Cap
| Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| Others | 29.22 | 36.16 |
| Large Cap | 52.27 | 59.04 |
| Small Cap | 11.8 | 0 |
| Mid Cap | 6.71 | 4.79 |
Sector Allocation
| Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Quant Aggressive Hybrid Fund-Growth |
|---|---|---|
| Others | 27.5 | 27.02 |
| Energy | 5.61 | 11.26 |
| Technology | 4.66 | - |
| Consumer Defensive | 8.99 | 6.34 |
| Industrials | 7.33 | 6.96 |
| Financial Services | 18.81 | 28.94 |
| Basic Materials | 6.4 | - |
| Consumer Cyclical | 8.44 | 5.01 |
| Healthcare | 4.18 | 1.85 |
| Communication Services | 5.5 | - |
| Real Estate | 0.87 | 0 |
| Utilities | 1.71 | 12.62 |
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