DSP Equity & Bond 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 DSP Equity & Bond Fund- Regular Plan - Growth

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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 DSP Equity & Bond Fund- Regular Plan - Growth
Fund Tata Hybrid Equity Fund- Regular Plan - Growth Option DSP Equity & Bond Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3917 Cr ₹9698 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 08 Oct 1995 26 May 1999
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% 48%
Expense Ratio 1.93 1.77
Manager Murthy Nagarajan Kedar Karnik
ISIN Code INF277K01303 INF740K01318
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit load of 1% if redeemed within 12 months/365

Trailing Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option DSP Equity & Bond Fund- Regular Plan - Growth
1 Month 3.21% 5.71%
6 Month 12.58% 19.94%
1 Year 25.87% 30.14%
3 Year 13.46% 13.51%
5 Year 16.65% 18.44%

SIP Return Analysis

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option DSP Equity & Bond Fund- Regular Plan - Growth
6 Month - -
1 Year 11.33% 12.47%
3 Year 26.53% 28.55%
5 Year 51.49% 52.52%

Rolling Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option DSP Equity & Bond Fund- Regular Plan - Growth
1 Year 16.58% 17.19%
3 Year 41.09% 40.7%
5 Year 56.19% 58.14%

Risk Management

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option DSP Equity & Bond Fund- Regular Plan - Growth
Standard Deviation 9.21% 10.24%
Sharp 0.94% 0.72%
Beta 1.02% 1.07%
Alpha 2.49% 0.89%

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Fund Managers

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option DSP Equity & Bond Fund- Regular Plan - Growth
Name Murthy Nagarajan Kedar Karnik
Total AUM ₹18015 Cr ₹32997 Cr
Fund Manage 11 11
Tata Hybrid Equity Fund- Regular Plan - Growth Option DSP Equity & Bond Fund- Regular Plan - Growth

Market Cap

Scheme Name

Tata Hybrid Equity Fund- Regular Plan - Growth Option

DSP Equity & Bond Fund- Regular Plan - Growth

Large Cap 55.94 42.72
Others 25.51 28.72
Mid Cap 11.26 16.37
Small Cap 7.29 12.19

Sector Allocation

Scheme Name

Tata Hybrid Equity Fund- Regular Plan - Growth Option

DSP Equity & Bond Fund- Regular Plan - Growth

Financial 29.11 41.88
Energy 10.78 -
Communication 5.94 2.64
Construction 7.14 0.02
Technology 6.06 4.82
Others 5.93 2.9
Consumer Staples 6.55 6.14
Chemicals 4 2.65
Materials 3.08 2.58
Services 5.79 1.67
Sovereign 6.07 10.05
Automobile 3.13 8.22
Healthcare 2.96 5.75
Capital Goods 2.65 3.04
Metals & Mining 0.68 2.22
Insurance 0.13 2.46
Diversified - 1.49
Textiles - 1.18
Consumer Discretionary - 0.29

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