Axis Equity Hybrid Fund vs Tata Hybrid Equity Fund compare

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tortoise-icon Tata Hybrid Equity Fund- Regular Plan - Growth Option

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tortoise-icon 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) ₹4137 Cr ₹1619 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 2.12
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 0.71% 1.18%
6 Month 2.14% 4.99%
1 Year 14.42% 16.21%
3 Year 12.87% 8.08%
5 Year 14.01% 12.04%

SIP Return Analysis

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 8.09% 12.67%
3 Year 14.79% 13.67%
5 Year 15.86% 13.34%

Rolling Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
1 Year 11.52% 13.5%
3 Year 13.77% 11.65%
5 Year 13.84% 12.05%

Risk Management

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 9.21% 10.51%
Sharp 0.68% 0.47%
Beta 1.01% 1.15%
Alpha 2.33% -2.21%

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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
Fund Manage 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 26.31 23.52
Large Cap 54.47 54.27
Mid Cap 10.31 8.69
Small Cap 8.91 13.57

Sector Allocation

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

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