Canara Robeco Equity Hybrid Fund vs Tata Hybrid Equity Fund compare
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3997 Cr | ₹10444 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Jan 1996 | 20 Mar 1998 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 4.76% | 23% |
Expense Ratio | 1.92 | 1.73 |
Manager | Murthy Nagarajan | Avnish Jain |
ISIN Code | INF277K01303 | INF760K01050 |
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 | Canara Robeco Equity Hybrid Fund - Regular Plan - 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 | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 5.14% | 5.56% |
6 Month | -5.35% | -3.95% |
1 Year | 6.37% | 9.56% |
3 Year | 11.53% | 11.79% |
5 Year | 18.38% | 17.64% |
SIP Return Analysis
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -2.73% | -2% |
1 Year | -7.97% | -5.07% |
3 Year | 8.89% | 11.04% |
5 Year | 11.54% | 12.02% |
Rolling Lumpsum Returns
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.66% | 12.23% |
3 Year | 13.65% | 14.28% |
5 Year | 13.89% | 14.95% |
Risk Management
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.21% | 9.11% |
Sharp | 0.39% | 0.39% |
Beta | 1.08% | 1.09% |
Alpha | 0.79% | 0.74% |
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Fund Managers
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Murthy Nagarajan | Avnish Jain |
Total AUM | ₹18015 Cr | ₹15907 Cr |
Funds Managed | 11 | 11 |
Tata Hybrid Equity Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 25.02 | 30.52 |
Large Cap | 58.6 | 50.42 |
Mid Cap | 8.68 | 12.17 |
Small Cap | 7.7 | 6.89 |
Sector Allocation
Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 25.02 | 30.47 |
Energy | 5.66 | 4.82 |
Technology | 6.42 | 5.58 |
Consumer Defensive | 6.08 | 4.73 |
Industrials | 7.51 | 6.98 |
Healthcare | 5.33 | 4.33 |
Financial Services | 23.83 | 24.25 |
Real Estate | 1.34 | 0.98 |
Consumer Cyclical | 7.56 | 9.13 |
Communication Services | 4.96 | 2.75 |
Utilities | 2.16 | 2.35 |
Basic Materials | 4.14 | 3.63 |
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