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	Very High
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	5.96%	5.97%
6 Month	-9.11%	-8.12%
1 Year	5.55%	10.32%
3 Year	11.77%	8.61%
5 Year	19.03%	16.29%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month	-3.03%	-1.98%
1 Year	-5.57%	-1.46%
3 Year	10.45%	10.78%
5 Year	12.77%	10.89%

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%	11.361%
Sharp	0.38%	0.081%
Beta	1.06%	1.138%
Alpha	0.36%	-3.842%

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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
Funds Managed	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	25.33	26.15
Large Cap	58.37	53.07
Mid Cap	9.08	8.54
Small Cap	7.22	12.25

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Others	25.27	23.83
Energy	5.57	4.83
Technology	6.85	8.94
Consumer Defensive	6.55	1.81
Industrials	7.91	6.59
Healthcare	5.59	8.38
Financial Services	21.5	24.99
Real Estate	1.58	1.89
Consumer Cyclical	8.02	8.5
Communication Services	4.89	4.09
Utilities	2.44	1.52
Basic Materials	3.85	4.63