Axis Equity Hybrid Fund vs Tata Hybrid Equity Fund compare

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Tata Hybrid Equity Fund- Regular Plan - Growth Option

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Axis 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	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Fund	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Axis 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	₹1530 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	05 Jan 1996	09 Aug 2018
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%	0.0%
Expense Ratio	1.92	2.16
Manager	Murthy Nagarajan	R Sivakumar
ISIN Code	INF277K01303	INF846K01E90
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	Axis Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Month	-3.45%	-2.39%
6 Month	-8.56%	-6.43%
1 Year	3.36%	8.24%
3 Year	10.41%	7.44%
5 Year	12.88%	10.25%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	-7.18%	-2.35%
3 Year	9.42%	9.29%
5 Year	12.59%	10.51%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year	11.66%	13.82%
3 Year	13.65%	11.42%
5 Year	13.89%	12.03%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation	9.21%	11.01%
Sharp	0.45%	0.161%
Beta	1.03%	1.146%
Alpha	0.66%	-4.101%

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Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Name	Murthy Nagarajan	R Sivakumar
Total AUM	₹18015 Cr	₹9709 Cr
Fund Manage	11	10
	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	26.31	23.52
Large Cap	54.47	54.27
Mid Cap	10.31	8.69
Small Cap	8.91	13.57

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	26.31	23.52
Petroleum Products	5.67	3.48
IT - Software	6.28	7.07
Personal Products	0.91	0.42
Construction	4.55	3.55
Healthcare Services	1.33	1.43
Diversified FMCG	3.42	0.34
Pharmaceuticals & Biotechnology	4.41	6.46
Banks	16.8	14.89
Realty	1.8	2.31
Automobiles	2.11	3.8
Telecom - Services	5.72	3.05
Beverages	2.45	0.19
Industrial Products	1.48	0.04
Gas	0.94	-
Transport Services	0.48	-
Cement & Cement Products	2.77	0.13
Auto Components	1.07	2.45
Finance	1.03	7.17
Transport Infrastructure	1.86	-
Fertilizers & Agrochemicals	2.42	3.54
Power	2.9	2.16
Retailing	2.42	4.49
Insurance	0.87	1.7
Non - Ferrous Metals	-	0.39
Electrical Equipment	-	1.79
Chemicals & Petrochemicals	-	1.15
Aerospace & Defense	-	0.47
Oil	-	0.66
Food Products	-	0.16
Household Products	-	1.16
Consumable Fuels	-	1.01
Industrial Manufacturing	-	0.98
Commercial Services & Supplies	-	0.09