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 Aggressive Hybrid 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 Aggressive Hybrid Fund- Regular Plan - Growth
Fund Tata Hybrid Equity Fund- Regular Plan - Growth Option DSP Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4137 Cr ₹10327 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 05 Jan 1996 27 May 1999
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% 48%
Expense Ratio 1.92 1.75
Manager Murthy Nagarajan Kedar Karnik
ISIN Code INF277K01303 INF740K01318
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 DSP Aggressive 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 DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Month 0.6% 0.27%
6 Month 1.83% 5.33%
1 Year 15.46% 20.07%
3 Year 13.57% 14.06%
5 Year 13.98% 15.79%

SIP Return Analysis

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month - -
1 Year 8.09% 16.35%
3 Year 14.79% 19.24%
5 Year 15.86% 17.63%

Rolling Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Year 11.52% 13.19%
3 Year 13.77% 14.37%
5 Year 13.84% 14.27%

Risk Management

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option DSP Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation 9.21% 10.24%
Sharp 0.68% 0.64%
Beta 1.01% 1.11%
Alpha 2.33% 2.43%

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Fund Managers

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option DSP Aggressive Hybrid 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 Aggressive Hybrid Fund- Regular Plan - Growth

Market Cap

Scheme Name

Tata Hybrid Equity Fund- Regular Plan - Growth Option

DSP Aggressive Hybrid Fund- Regular Plan - Growth

Others 26.31 31.47
Large Cap 54.47 42.46
Mid Cap 10.31 13.93
Small Cap 8.91 12.14

Sector Allocation

Scheme Name

Tata Hybrid Equity Fund- Regular Plan - Growth Option

DSP Aggressive Hybrid Fund- Regular Plan - Growth

Others 26.31 31.47
Petroleum Products 5.67 -
IT - Software 6.28 4.89
Personal Products 0.91 1.61
Construction 4.55 -
Healthcare Services 1.33 1.13
Diversified FMCG 3.42 3.28
Pharmaceuticals & Biotechnology 4.41 5.32
Banks 16.8 17.45
Realty 1.8 -
Automobiles 2.11 3.73
Telecom - Services 5.72 1.33
Beverages 2.45 1.6
Industrial Products 1.48 2.77
Gas 0.94 -
Transport Services 0.48 -
Cement & Cement Products 2.77 0.75
Auto Components 1.07 3.29
Finance 1.03 9.1
Transport Infrastructure 1.86 -
Fertilizers & Agrochemicals 2.42 0.81
Power 2.9 -
Retailing 2.42 1.13
Insurance 0.87 2.63
Capital Markets - 1.21
Chemicals & Petrochemicals - 1.64
Diversified - 0.39
Consumer Durables - 1.51
Electrical Equipment - 1.15
Textiles & Apparels - 1.81

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