DSP Equity & Bond Fund vs Tata Hybrid Equity Fund compare

Link copied to clipboard!

tortoise-icon Tata Hybrid Equity Fund- Regular Plan - Growth Option

Invest Now

tortoise-icon DSP Aggressive Hybrid Fund- Regular Plan - Growth

Invest Now

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 Average
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 Aggressive Hybrid Fund- Regular Plan - Growth
1 Month -4.26% -2.98%
6 Month 5.17% 11.72%
1 Year 20.95% 25.48%
3 Year 11.35% 12.08%
5 Year 14.08% 15.95%

SIP Return Analysis

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month - -
1 Year 15.18% 23.21%
3 Year 16.38% 20.48%
5 Year 16.71% 18.32%

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 0.6% 0.6%
Beta 1.02% 1.1%
Alpha 2.24% 2.71%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 25.51 28.72
Large Cap 55.94 42.72
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 Aggressive Hybrid Fund- Regular Plan - Growth

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

Top Comparisons

Kotak Banking & Financial Services Fund - Regular Plan - Growth Kotak Banking & Financial Services Fund - Regular Plan - Growth

3Y Returns0%

VS

UTI Banking and Financial Services Fund - Regular Plan - Growth Option UTI Banking and Financial Services Fund - Regular Plan - Growth Option

3Y Returns11.56%

Compare Now

HDFC Corporate Bond Fund - Growth Option HDFC Corporate Bond Fund - Growth Option

3Y Returns6.15%

VS

UTI Corporate Bond Fund - Regular Plan - Growth Option UTI Corporate Bond Fund - Regular Plan - Growth Option

3Y Returns5.87%

Compare Now

Invesco India Largecap Fund - Growth Invesco India Largecap Fund - Growth

3Y Returns12.37%

VS

Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option

3Y Returns11.81%

Compare Now

ICICI Prudential Short Term Fund - Growth Option ICICI Prudential Short Term Fund - Growth Option

3Y Returns6.41%

VS

DSP Short Term Fund - Regular Plan - Growth DSP Short Term Fund - Regular Plan - Growth

3Y Returns5.55%

Compare Now
Request call back
Add to Cart Successfully