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) ₹3917 Cr ₹1856 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 08 Oct 1995 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 1.93 1.99
Manager Murthy Nagarajan Dhawal Dalal
ISIN Code INF277K01303 INF754K01202
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days./365

Trailing Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month 3.21% 2.16%
6 Month 12.58% 17.26%
1 Year 25.87% 36.9%
3 Year 13.46% 19.75%
5 Year 16.65% 20.14%

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 11.33% 13.68%
3 Year 26.53% 35.39%
5 Year 51.49% 65.89%

Rolling Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year 16.58% 19.57%
3 Year 41.09% 51.09%
5 Year 56.19% 72.25%

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 0.94% 1.4%
Beta 1.02% 0.92%
Alpha 2.49% 6.68%

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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

Large Cap 55.94 51.83
Others 25.51 28.81
Mid Cap 11.26 13.26
Small Cap 7.29 6.1

Sector Allocation

Scheme Name

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option

Financial 29.11 23.63
Energy 10.78 9.81
Communication 5.94 3.94
Construction 7.14 2.83
Technology 6.06 4.88
Others 5.93 6.92
Consumer Staples 6.55 3.58
Chemicals 4 -
Materials 3.08 0.63
Services 5.79 5.42
Sovereign 6.07 7.46
Automobile 3.13 8.32
Healthcare 2.96 7.78
Capital Goods 2.65 4.4
Metals & Mining 0.68 2.95
Insurance 0.13 -
Unclassified - 6.15
Consumer Discretionary - 1.3

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