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) ₹4137 Cr ₹9025 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 1.72
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 -2.4% -2.87%
6 Month -3.33% -3.55%
1 Year 10.27% 9.95%
3 Year 10.6% 10.01%
5 Year 13.48% 13.51%

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 2.12% 2.74%
3 Year 12.74% 13.09%
5 Year 14.55% 14.19%

Rolling Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth
1 Year 11.52% 12.54%
3 Year 13.77% 13.39%
5 Year 13.84% 12.94%

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 0.56% 0.83%
Beta 1.01% 1%
Alpha 2.4% 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 26.31 23.29
Large Cap 54.47 53.49
Mid Cap 10.31 12.64
Small Cap 8.91 10.51

Sector Allocation

Scheme Name

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

Others 26.31 23.29
Petroleum Products 5.67 3.46
IT - Software 6.28 6.86
Personal Products 0.91 0.74
Construction 4.55 2.15
Healthcare Services 1.33 1.39
Diversified FMCG 3.42 1.94
Pharmaceuticals & Biotechnology 4.41 4.52
Banks 16.8 17.22
Realty 1.8 3.64
Automobiles 2.11 3.18
Telecom - Services 5.72 3.04
Beverages 2.45 0.05
Industrial Products 1.48 0.89
Gas 0.94 1.43
Transport Services 0.48 1.86
Cement & Cement Products 2.77 1.44
Auto Components 1.07 1.67
Finance 1.03 3.83
Transport Infrastructure 1.86 -
Fertilizers & Agrochemicals 2.42 -
Power 2.9 2.64
Retailing 2.42 2.04
Insurance 0.87 1.18
Textiles & Apparels - 0.62
Non - Ferrous Metals - 0.93
Ferrous Metals - 0.74
Electrical Equipment - 1.09
Consumer Durables - 2.98
Diversified Metals - 0.52
Oil - 0.72
Aerospace & Defense - 1.42
Consumable Fuels - 0.7
Chemicals & Petrochemicals - 0.51
Capital Markets - 0.91
Financial Technology (Fintech) - 0.33

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