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) | ₹4091 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 | -0.76% | -0.28% |
6 Month | 7.33% | 12.47% |
1 Year | -0.64% | -3.61% |
3 Year | 11.32% | 12.3% |
5 Year | 15.83% | 22.25% |
SIP Return Analysis
Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Quant Aggressive Hybrid Fund-Growth |
---|---|---|
6 Month | 1.38% | 2.82% |
1 Year | 0.98% | 4.66% |
3 Year | 9.34% | 10.34% |
5 Year | 11.18% | 14.06% |
Rolling Lumpsum Returns
Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Quant Aggressive Hybrid Fund-Growth |
---|---|---|
1 Year | 11.2% | 14.21% |
3 Year | 13.63% | 17.2% |
5 Year | 14% | 15.89% |
Risk Management
Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Quant Aggressive Hybrid Fund-Growth |
---|---|---|
Standard Deviation | 9.21% | 12.985% |
Sharp | 0.71% | 0.504% |
Beta | 0.14% | 1.245% |
Alpha | 5.8% | 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 | 27.95 | 31.56 |
Large Cap | 53.5 | 66.38 |
Small Cap | 9.99 | 0.13 |
Mid Cap | 8.56 | 1.93 |
Sector Allocation
Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Quant Aggressive Hybrid Fund-Growth |
---|---|---|
Others | 27.95 | 29.61 |
Energy | 4.93 | 11.21 |
Technology | 4.44 | - |
Consumer Defensive | 9.47 | 6.06 |
Industrials | 7.48 | 6.87 |
Financial Services | 19.62 | 26.49 |
Healthcare | 4.76 | 1.93 |
Basic Materials | 5.76 | 0 |
Consumer Cyclical | 6.8 | 4.59 |
Communication Services | 5.55 | - |
Real Estate | 0.91 | 1.93 |
Utilities | 2.34 | 11.3 |
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