HDFC Hybrid Equity Fund vs Tata Hybrid Equity Fund compare
HDFC Hybrid Equity Fund - Growth Plan
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Chart Comparison
| 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) | ₹24068 Cr | ₹4137 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 06 Apr 2005 | 05 Jan 1996 |
| 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 | 1.92 |
| Manager | Dhruv Muchhal | Murthy Nagarajan |
| ISIN Code | INF179K01AS4 | INF277K01303 |
| Exits Load | HDFC Hybrid Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | -2.79% | -2.4% |
| 6 Month | -3.11% | -3.33% |
| 1 Year | 9.05% | 10.27% |
| 3 Year | 11.39% | 10.6% |
| 5 Year | 14.7% | 13.48% |
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 2.65% | 2.12% |
| 3 Year | 12.61% | 12.74% |
| 5 Year | 15.25% | 14.55% |
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.55% | 11.52% |
| 3 Year | 11.64% | 13.77% |
| 5 Year | 11.39% | 13.84% |
| 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% | 0.56% |
| Beta | 0.92% | 1.01% |
| Alpha | 2.76% | 2.4% |
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| 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 |
| Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 31.05 | 26.31 |
| Large Cap | 48.51 | 54.47 |
| Mid Cap | 3.76 | 10.31 |
| Small Cap | 16.68 | 8.91 |
| Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 31.05 | 26.31 |
| Petroleum Products | 5.85 | 5.67 |
| IT - Software | 5.43 | 6.28 |
| Personal Products | 1.8 | 0.91 |
| Construction | 7.91 | 4.55 |
| Banks | 22.73 | 16.8 |
| Pharmaceuticals & Biotechnology | 2.98 | 4.41 |
| Realty | 0.79 | 1.8 |
| Power | 1.55 | 2.9 |
| Automobiles | 0.45 | 2.11 |
| Healthcare Services | 1.85 | 1.33 |
| Finance | 0.55 | 1.03 |
| Consumer Durables | 0.09 | - |
| Diversified FMCG | 3.8 | 3.42 |
| Media | 0.09 | - |
| Fertilizers & Agrochemicals | 0.36 | 2.42 |
| Auto Components | 1.14 | 1.07 |
| Transport Services | 0.29 | 0.48 |
| Telecom - Services | 4.02 | 5.72 |
| Industrial Manufacturing | 0.68 | - |
| Industrial Products | 2.02 | 1.48 |
| Textiles & Apparels | 0.7 | - |
| Beverages | 1.45 | 2.45 |
| Commercial Services & Supplies | 1.31 | - |
| Leisure Services | 1.11 | - |
| Gas | - | 0.94 |
| Cement & Cement Products | - | 2.77 |
| Transport Infrastructure | - | 1.86 |
| Retailing | - | 2.42 |
| Insurance | - | 0.87 |
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