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Axis Equity Hybrid Fund vs Tata Hybrid Equity Fund compare
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 5.14% | 5.09% |
| 6 Month | -5.35% | -4.06% |
| 1 Year | 6.37% | 11.3% |
| 3 Year | 11.53% | 8.52% |
| 5 Year | 18.38% | 15.87% |
SIP Return Analysis
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.32% | 1.08% |
| 1 Year | -2.37% | 1.44% |
| 3 Year | 10.98% | 11.53% |
| 5 Year | 12.85% | 11.06% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| 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 | 0.39% | 0.081% |
| Beta | 1.08% | 1.138% |
| Alpha | 0.79% | -3.842% |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 25.02 | 26.15 |
| Large Cap | 58.6 | 53.07 |
| Mid Cap | 8.68 | 8.54 |
| Small Cap | 7.7 | 12.25 |
Sector Allocation
| Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 25.02 | 23.83 |
| Energy | 5.66 | 4.83 |
| Technology | 6.42 | 8.94 |
| Consumer Defensive | 6.08 | 1.81 |
| Industrials | 7.51 | 6.59 |
| Healthcare | 5.33 | 8.38 |
| Financial Services | 23.83 | 24.99 |
| Real Estate | 1.34 | 1.89 |
| Consumer Cyclical | 7.56 | 8.5 |
| Communication Services | 4.96 | 4.09 |
| Utilities | 2.16 | 1.52 |
| Basic Materials | 4.14 | 4.63 |
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