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 | -2.99% | -2.19% |
6 Month | -10.25% | -9.04% |
1 Year | 1.9% | 4.1% |
3 Year | 11.37% | 11.08% |
5 Year | 14.93% | 14.59% |
SIP Return Analysis
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | -7.52% | -6.98% |
1 Year | -12.36% | -10.17% |
3 Year | 7.77% | 9.56% |
5 Year | 11.26% | 11.48% |
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% | 10.231% |
Sharp | 0.38% | 0.356% |
Beta | 1.06% | 1.038% |
Alpha | 0.36% | -0.705% |
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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 |
Fund Manage | 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 | 25.32692 | 31.66418 |
Large Cap | 58.36859 | 49.48468 |
Mid Cap | 9.08132 | 12.15403 |
Small Cap | 7.22311 | 6.6971 |
Sector Allocation
Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 25.26576 | 31.61258 |
Energy | 5.57111 | 4.24524 |
Technology | 6.84964 | 6.2567 |
Consumer Defensive | 6.55228 | 4.41449 |
Industrials | 7.90991 | 6.82545 |
Healthcare | 5.58901 | 3.68689 |
Financial Services | 21.49785 | 24.24952 |
Real Estate | 1.57803 | 0.96241 |
Consumer Cyclical | 8.01864 | 9.22325 |
Communication Services | 4.88551 | 2.69307 |
Utilities | 2.437 | 2.25411 |
Basic Materials | 3.8452 | 3.57628 |
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