HDFC Hybrid Equity Fund vs Tata Hybrid Equity Fund compare

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
Fund HDFC Hybrid Equity Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹24098 Cr ₹3917 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 01 Apr 2005 08 Oct 1995
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 65:35 CRISIL Hybrid 35+65 Aggressive Index
Turn Over 15.22% 4.76%
Expense Ratio 1.68 1.93
Manager Dhruv Muchhal Murthy Nagarajan
ISIN Code INF179K01AS4 INF277K01303
Exits Load Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month 0.39% -3.91%
6 Month 12.1% 8.05%
1 Year 23.5% 27.59%
3 Year 15.32% 12.3%
5 Year 17.35% 14.84%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month - -
1 Year 10.45% 11.33%
3 Year 27.07% 26.53%
5 Year 55.69% 51.49%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 10.44% 11.58%
3 Year 11.74% 13.79%
5 Year 11.41% 13.81%

Risk Management

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation 8.51% 9.21%
Sharp 0.99% 0.76%
Beta 0.92% 0.16%
Alpha 2.76% 5.4%

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Fund Managers

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
Name Dhruv Muchhal Murthy Nagarajan
Total AUM ₹520687 Cr ₹18015 Cr
Fund Manage 40 11
HDFC Hybrid Equity Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 29.92 25.51
Large Cap 49.31 55.94
Mid Cap 3.66 11.26
Small Cap 17.11 7.29

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 18.07 5.93
Financial 7.78 29.11
Petroleum Products 6.29 -
IT - Software 5.76 -
Personal Products 1.97 -
Construction 9.44 7.14
Banks 23.78 -
Pharmaceuticals & Biotechnology 2.93 -
Realty 0.71 -
Power 1.65 -
Paper, Forest & Jute Products 0.17 -
Healthcare Services 1.6 -
Finance 0.56 -
Diversified FMCG 3.77 -
Media 0.1 -
Fertilizers & Agrochemicals 0.46 -
Auto Components 1.18 -
Transport Services 0.29 -
Telecom - Services 3.64 -
Industrial Manufacturing 0.69 -
Industrial Products 2.15 -
Energy 0.51 10.78
Textiles & Apparels 0.8 -
Beverages 1.39 -
Commercial Services & Supplies 1.4 -
Leisure Services 1.47 -
Unclassified 1.44 -
Sovereign - 6.07
Automobile - 3.13
Communication - 5.94
Technology - 6.06
Materials - 3.08
Healthcare - 2.96
Consumer Staples - 6.55
Metals & Mining - 0.68
Insurance - 0.13
Capital Goods - 2.65
Chemicals - 4
Services - 5.79

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