Axis Equity Hybrid Fund vs Tata Hybrid Equity Fund compare
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Axis Equity Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Axis Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Axis Equity Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3917 Cr | ₹1643 Cr |
Min Investment | ₹5000 | ₹500 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 08 Oct 1995 | 05 Aug 2018 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive TRI |
Turn Over | 4.76% | 0.0% |
Expense Ratio | 1.93 | 2.14 |
Manager | Murthy Nagarajan | R Sivakumar |
ISIN Code | INF277K01303 | INF846K01E90 |
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 12 months./365 |
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Axis Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.66% | 2.11% |
6 Month | 13.69% | 17.53% |
1 Year | 27.31% | 27.66% |
3 Year | 13.8% | 10.59% |
5 Year | 16.98% | 14.68% |
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Axis Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 11.33% | 10.09% |
3 Year | 26.53% | 18.75% |
5 Year | 51.49% | 37.5% |
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Axis Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 16.58% | 13.88% |
3 Year | 41.09% | 30.41% |
5 Year | 56.19% | 42.52% |
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Axis Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.21% | 10.51% |
Sharp | 0.94% | 0.47% |
Beta | 1.02% | 1.15% |
Alpha | 2.49% | -2.21% |
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Get Free Experts GuidanceScheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Axis Equity 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 Equity Hybrid Fund - Regular Plan - Growth Option |
Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Axis Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Large Cap | 55.94 | 51.78 |
Others | 25.51 | 26.04 |
Mid Cap | 11.26 | 11.07 |
Small Cap | 7.29 | 11.11 |
Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Axis Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Financial | 29.11 | 28.94 |
Energy | 10.78 | 5.84 |
Communication | 5.94 | 5.57 |
Construction | 7.14 | 5.13 |
Technology | 6.06 | 6.62 |
Others | 5.93 | 1.05 |
Consumer Staples | 6.55 | 3.09 |
Chemicals | 4 | 4.79 |
Materials | 3.08 | 3.06 |
Services | 5.79 | 6.64 |
Sovereign | 6.07 | 9.3 |
Automobile | 3.13 | 9.95 |
Healthcare | 2.96 | 6.18 |
Capital Goods | 2.65 | 0.95 |
Metals & Mining | 0.68 | 0.4 |
Insurance | 0.13 | 1.04 |
Consumer Discretionary | - | 1.06 |
Textiles | - | 0.39 |
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