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	2.69%	4.07%
6 Month	-2.67%	2.42%
1 Year	7.09%	18.66%
3 Year	12.54%	15.99%
5 Year	18.76%	20.29%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	0.32%	3.04%
1 Year	-2.37%	7.95%
3 Year	10.98%	18%
5 Year	12.85%	16.14%

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	0.39%	0.6%
Beta	1.08%	1.11%
Alpha	0.79%	3.37%

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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	25.02	31.3
Large Cap	58.6	46.53
Mid Cap	8.68	11.08
Small Cap	7.7	11.1

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	25.02	31.21
Energy	5.66	1
Technology	6.42	3.74
Consumer Defensive	6.08	6.17
Industrials	7.51	2.87
Healthcare	5.33	7.7
Financial Services	23.83	31.37
Real Estate	1.34	-
Consumer Cyclical	7.56	8.45
Communication Services	4.96	1.45
Utilities	2.16	1.35
Basic Materials	4.14	4.71