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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 | -2.99% | -1.92% |
| 6 Month | -10.25% | -7.77% |
| 1 Year | 1.9% | 5.68% |
| 3 Year | 11.38% | 15.32% |
| 5 Year | 14.94% | 18.11% |
SIP Return Analysis
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -7.52% | -6.17% |
| 1 Year | -12.36% | -7.65% |
| 3 Year | 7.77% | 13.68% |
| 5 Year | 11.26% | 15.9% |
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 | 0.38% | 0.882% |
| Beta | 1.06% | 1.029% |
| Alpha | 0.36% | 3.399% |
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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 |
| Fund Manage | 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 | 25.32692 | 28.41597 |
| Large Cap | 58.36859 | 50.96813 |
| Mid Cap | 9.08132 | 15.41075 |
| Small Cap | 7.22311 | 5.2052 |
Sector Allocation
| Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 25.26576 | 28.0063 |
| Energy | 5.57111 | 4.70194 |
| Technology | 6.84964 | 7.1671 |
| Consumer Defensive | 6.55228 | 3.76595 |
| Industrials | 7.90991 | 5.43089 |
| Healthcare | 5.58901 | 11.34365 |
| Financial Services | 21.49785 | 21.01041 |
| Real Estate | 1.57803 | 0.81897 |
| Consumer Cyclical | 8.01864 | 8.62853 |
| Communication Services | 4.88551 | 2.70256 |
| Utilities | 2.437 | 3.9323 |
| Basic Materials | 3.8452 | 2.49145 |
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