- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Edelweiss Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3997 Cr | ₹2371 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 05 Jan 1996 | 12 Aug 2009 |
| 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% | 81% |
| Expense Ratio | 1.92 | 1.95 |
| Manager | Murthy Nagarajan | Dhawal Dalal |
| ISIN Code | INF277K01303 | INF754K01202 |
| 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 | Edelweiss Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 5.14% | 4.81% |
| 6 Month | -5.35% | -3.59% |
| 1 Year | 6.37% | 11.04% |
| 3 Year | 11.53% | 15.5% |
| 5 Year | 18.38% | 21.31% |
SIP Return Analysis
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -2.73% | -1.7% |
| 1 Year | -7.97% | -3.91% |
| 3 Year | 8.89% | 14.64% |
| 5 Year | 11.54% | 16.12% |
Rolling Lumpsum Returns
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.66% | 10.27% |
| 3 Year | 13.65% | 12.41% |
| 5 Year | 13.89% | 11.84% |
Risk Management
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.21% | 9.903% |
| Sharp | 0.39% | 0.882% |
| Beta | 1.08% | 1.029% |
| Alpha | 0.79% | 3.399% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Murthy Nagarajan | Dhawal Dalal |
| Total AUM | ₹18015 Cr | ₹25974 Cr |
| Funds Managed | 11 | 12 |
| Tata Hybrid Equity Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 25.02 | 28.42 |
| Large Cap | 58.6 | 50.97 |
| Mid Cap | 8.68 | 15.41 |
| Small Cap | 7.7 | 5.21 |
Sector Allocation
| Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 25.02 | 28.01 |
| Energy | 5.66 | 4.7 |
| Technology | 6.42 | 7.17 |
| Consumer Defensive | 6.08 | 3.77 |
| Industrials | 7.51 | 5.43 |
| Healthcare | 5.33 | 11.34 |
| Financial Services | 23.83 | 21.01 |
| Real Estate | 1.34 | 0.82 |
| Consumer Cyclical | 7.56 | 8.63 |
| Communication Services | 4.96 | 2.7 |
| Utilities | 2.16 | 3.93 |
| Basic Materials | 4.14 | 2.49 |
Top Comparisons
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
3Y Returns0%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns10.67%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns11.79%
HSBC Aggressive Hybrid Fund - Regular Growth
3Y Returns10.73%
ADITYA BIRLA SUN LIFE ESG INTEGRATION STRATEGY FUND-Regular Plan-Growth
3Y Returns9%
HSBC Business Cycles Fund - Regular Growth
3Y Returns19.69%
ICICI Prudential Savings Fund - Growth
3Y Returns7.33%
Axis Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns6.89%
