DSP Equity & Bond Fund vs Tata Hybrid Equity Fund compare

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Tata Hybrid Equity Fund- Regular Plan - Growth Option

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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 Risk	Very High Risk
Asset Size (Cr)	₹3997 Cr	₹10137 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

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	-3.45%	-1.42%
6 Month	-8.56%	-3.05%
1 Year	3.36%	13.64%
3 Year	10.4%	12.95%
5 Year	12.88%	13.63%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	-	-
1 Year	-5.57%	3.6%
3 Year	9.92%	15.24%
5 Year	12.72%	14.97%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	11.66%	13.42%
3 Year	13.65%	14.28%
5 Year	13.89%	14.35%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	9.21%	10.24%
Sharp	0.45%	0.55%
Beta	1.03%	1.11%
Alpha	0.66%	2.05%

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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

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

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