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 | 1.3% | 2.33% |
6 Month | -1.63% | 0.54% |
1 Year | 3.63% | 7.7% |
3 Year | 13.65% | 14.68% |
5 Year | 17.67% | 17.79% |
SIP Return Analysis
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
6 Month | 2.39% | 3.31% |
1 Year | -1.6% | 1.2% |
3 Year | 10.39% | 12.25% |
5 Year | 12.25% | 12.71% |
Rolling Lumpsum Returns
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
1 Year | 11.37% | 12.32% |
3 Year | 13.58% | 13.15% |
5 Year | 13.94% | 13.46% |
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 | 0.6% | 0.363% |
Beta | 1.09% | 1.053% |
Alpha | -0.13% | -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 | 26.65 | 25.74 |
Large Cap | 58.39 | 55.6 |
Mid Cap | 7.36 | 9.12 |
Small Cap | 7.6 | 9.54 |
Sector Allocation
Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth |
---|---|---|
Others | 26.65 | 23.63 |
Petroleum Products | 6.16 | - |
IT - Software | 4.82 | - |
Personal Products | 0.85 | - |
Construction | 4.25 | - |
Diversified FMCG | 3.17 | - |
Banks | 20.42 | - |
Pharmaceuticals & Biotechnology | 4.51 | - |
Automobiles | 3.82 | - |
Telecom - Services | 5.47 | - |
Beverages | 2.21 | - |
Industrial Products | 1.26 | - |
Realty | 0.74 | - |
Gas | 0.81 | - |
Transport Services | 0.39 | - |
Auto Components | 1.41 | - |
Finance | 3.44 | - |
Cement & Cement Products | 2.5 | - |
Transport Infrastructure | 1.51 | - |
Fertilizers & Agrochemicals | 2.03 | - |
Power | 1.75 | - |
Insurance | 0.93 | - |
Retailing | 0.9 | - |
Energy | - | 4.78 |
Technology | - | 8.35 |
Consumer Cyclical | - | 7.3 |
Healthcare | - | 6.01 |
Industrials | - | 8.55 |
Financial Services | - | 24.22 |
Consumer Defensive | - | 3.93 |
Basic Materials | - | 5.37 |
Real Estate | - | 1.16 |
Communication Services | - | 3.14 |
Utilities | - | 3.57 |
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