Tata Hybrid Equity Fund vs Edelweiss Aggressive Hybrid 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 -4.26% -4.92%
6 Month 5.17% 6.69%
1 Year 20.95% 24.63%
3 Year 11.35% 15.64%
5 Year 14.08% 17.46%

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 15.18% 18.27%
3 Year 16.38% 21.4%
5 Year 16.71% 20.67%

Rolling Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year 11.52% 10.06%
3 Year 13.77% 12.09%
5 Year 13.84% 11.74%

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 0.6% 1.3%
Beta 1.02% 0.35%
Alpha 2.24% 7.89%

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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

Others 25.51 28.81
Large Cap 55.94 51.83
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

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

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