Tata Hybrid Equity Fund vs Edelweiss Aggressive Hybrid Fund compare

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Tata Hybrid Equity Fund- Regular Plan - Growth Option

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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 Risk	Very High Risk
Asset Size (Cr)	₹3997 Cr	₹2371 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	1.95
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

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month	-3.45%	-2.38%
6 Month	-8.56%	-5.98%
1 Year	3.36%	8.5%
3 Year	10.4%	14.97%
5 Year	12.88%	15.94%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	-7.18%	-1.73%
3 Year	9.42%	15.53%
5 Year	12.59%	17.34%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year	11.66%	10.27%
3 Year	13.65%	12.41%
5 Year	13.89%	11.84%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	9.21%	9.903%
Sharp	0.45%	0.882%
Beta	1.03%	1.029%
Alpha	0.66%	3.399%

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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

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

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