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	Very High
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	5.92%	6.15%
6 Month	-8.52%	-4.36%
1 Year	5.56%	16.96%
3 Year	11.34%	14.26%
5 Year	19.2%	20.65%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	-3.03%	0.09%
1 Year	-5.57%	4.7%
3 Year	10.45%	17.11%
5 Year	12.77%	15.82%

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	0.38%	0.58%
Beta	1.06%	1.09%
Alpha	0.36%	2.71%

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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
Funds Managed	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	25.33	30.13
Large Cap	58.37	47.74
Mid Cap	9.08	10.46
Small Cap	7.22	11.67

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	25.27	30.04
Energy	5.57	0.75
Technology	6.85	3.43
Consumer Defensive	6.55	6.41
Industrials	7.91	2.77
Healthcare	5.59	7.77
Financial Services	21.5	31.25
Real Estate	1.58	-
Consumer Cyclical	8.02	9.47
Communication Services	4.89	1.5
Utilities	2.44	1.24
Basic Materials	3.85	5.36