Tata Hybrid Equity Fund vs Mirae Asset Aggressive Hybrid 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 3.21% 1.65%
6 Month 12.58% 15.47%
1 Year 25.87% 28.47%
3 Year 13.46% 14.18%
5 Year 16.65% 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 0.94% 0.83%
Beta 1.02% 1%
Alpha 2.49% 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

Large Cap 55.94 54.64
Others 25.51 25.99
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

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

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