Edelweiss Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare

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

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

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Chart Comparison

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

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) ₹4137 Cr ₹2195 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 1.97
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 -1.02% 1.11%
6 Month 0.6% 4.33%
1 Year 14.91% 21.86%
3 Year 12.34% 16.68%
5 Year 14.37% 18.02%

SIP Return Analysis

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 9% 16.48%
3 Year 14.96% 21.59%
5 Year 15.78% 20.69%

Rolling Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year 11.52% 10.06%
3 Year 13.77% 12.09%
5 Year 13.84% 11.74%

Risk Management

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 9.21% 8.47%
Sharp 0.68% 1.3%
Beta 1.01% 0.35%
Alpha 2.33% 7.89%

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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 26.31 28.81
Large Cap 54.47 51.83
Mid Cap 10.31 13.26
Small Cap 8.91 6.1

Sector Allocation

Scheme Name

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Others 26.31 6.92
Petroleum Products 5.67 -
IT - Software 6.28 -
Personal Products 0.91 -
Construction 4.55 2.83
Healthcare Services 1.33 -
Diversified FMCG 3.42 -
Pharmaceuticals & Biotechnology 4.41 -
Banks 16.8 -
Realty 1.8 -
Automobiles 2.11 -
Telecom - Services 5.72 -
Beverages 2.45 -
Industrial Products 1.48 -
Gas 0.94 -
Transport Services 0.48 -
Cement & Cement Products 2.77 -
Auto Components 1.07 -
Finance 1.03 -
Transport Infrastructure 1.86 -
Fertilizers & Agrochemicals 2.42 -
Power 2.9 -
Retailing 2.42 -
Insurance 0.87 -
Sovereign - 7.46
Automobile - 8.32
Energy - 9.81
Technology - 4.88
Healthcare - 7.78
Financial - 23.63
Materials - 0.63
Metals & Mining - 2.95
Services - 5.42
Capital Goods - 4.4
Consumer Staples - 3.58
Consumer Discretionary - 1.3
Communication - 3.94
Unclassified - 6.15

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