Mirae Asset 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 Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

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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 Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Fund Tata Hybrid Equity Fund- Regular Plan - Growth Option Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3917 Cr ₹8963 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Oct 1995 02 Jul 2015
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% 59%
Expense Ratio 1.93 1.71
Manager Murthy Nagarajan Mahendra Kumar Jajoo
ISIN Code INF277K01303 INF769K01DE6
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 d/365

Trailing Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Month 3.73% 1.65%
6 Month 16.33% 15.47%
1 Year 26.16% 28.47%
3 Year 14.08% 14.18%
5 Year 16.67% 17.04%

SIP Return Analysis

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
6 Month - -
1 Year 11.33% 11.19%
3 Year 26.53% 26.02%
5 Year 51.49% 49.96%

Rolling Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Year 16.58% 16.55%
3 Year 41.09% 39.32%
5 Year 56.19% 54.66%

Risk Management

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Standard Deviation 9.21% 8.94%
Sharp 0.77% 0.83%
Beta 1.02% 1%
Alpha 2.37% 1.4%

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Fund Managers

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Name Murthy Nagarajan Mahendra Kumar Jajoo
Total AUM ₹18015 Cr ₹8876 Cr
Fund Manage 11 4
Tata Hybrid Equity Fund- Regular Plan - Growth Option Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

Market Cap

Scheme Name

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

Others 25.51 25.99
Large Cap 55.94 54.64
Mid Cap 11.26 10.09
Small Cap 7.29 9.27

Sector Allocation

Scheme Name

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

Others 5.93 2.72
Sovereign 6.07 7.71
Construction 7.14 4.79
Automobile 3.13 6.18
Communication 5.94 2.73
Energy 10.78 8.01
Technology 6.06 5.68
Materials 3.08 4.01
Financial 29.11 35.15
Healthcare 2.96 4.85
Consumer Staples 6.55 4.09
Metals & Mining 0.68 1.72
Insurance 0.13 1.03
Capital Goods 2.65 4
Chemicals 4 0.83
Services 5.79 4.35
Consumer Discretionary - 1.62
Textiles - 0.52

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