Mirae Asset Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
Chart Comparison
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) | ₹3997 Cr | ₹8685 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Jan 1996 | 29 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 | 1.92 | 1.73 |
Manager | Murthy Nagarajan | Mahendra Kumar Jajoo |
ISIN Code | INF277K01303 | INF769K01DE6 |
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 | Mirae Asset Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
1 Month | 2.94% | 3.73% |
6 Month | -2.37% | -0.18% |
1 Year | 7.01% | 11.21% |
3 Year | 12.62% | 12.69% |
5 Year | 18.54% | 18.45% |
SIP Return Analysis
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
6 Month | 0.32% | 1.93% |
1 Year | -2.37% | 1.41% |
3 Year | 10.98% | 12.99% |
5 Year | 12.85% | 13.37% |
Rolling Lumpsum Returns
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
1 Year | 11.66% | 12.64% |
3 Year | 13.65% | 13.22% |
5 Year | 13.89% | 13.28% |
Risk Management
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
Standard Deviation | 9.21% | 10.282% |
Sharp | 0.39% | 0.363% |
Beta | 1.08% | 1.053% |
Alpha | 0.79% | -0.676% |
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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 |
Funds Managed | 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 | 25.02 | 25.74 |
Large Cap | 58.6 | 55.6 |
Mid Cap | 8.68 | 9.12 |
Small Cap | 7.7 | 9.54 |
Sector Allocation
Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
Others | 25.02 | 23.63 |
Energy | 5.66 | 4.78 |
Technology | 6.42 | 8.35 |
Consumer Defensive | 6.08 | 3.93 |
Industrials | 7.51 | 8.55 |
Healthcare | 5.33 | 6.01 |
Financial Services | 23.83 | 24.22 |
Real Estate | 1.34 | 1.16 |
Consumer Cyclical | 7.56 | 7.3 |
Communication Services | 4.96 | 3.14 |
Utilities | 2.16 | 3.57 |
Basic Materials | 4.14 | 5.37 |
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