HDFC Hybrid Equity Fund vs Tata Hybrid Equity Fund compare

Link copied to clipboard!

tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

Invest Now

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

Invest Now

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 -3.23% -4.88%
6 Month 4.86% 4.49%
1 Year 18.32% 20.16%
3 Year 11.77% 11.09%
5 Year 15.53% 13.91%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month - -
1 Year 13.61% 15.18%
3 Year 15.81% 16.38%
5 Year 17.24% 16.71%

Rolling Lumpsum Returns

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%

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% 0.6%
Beta 0.92% 1.02%
Alpha 2.76% 2.24%

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 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 30.41 25.51
Large Cap 48.6 55.94
Mid Cap 4.06 11.26
Small Cap 16.93 7.29

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 30.41 5.93
Petroleum Products 6.38 -
IT - Software 5.46 -
Personal Products 1.97 -
Construction 8.25 7.14
Banks 22.06 -
Pharmaceuticals & Biotechnology 3 -
Realty 0.75 -
Power 1.63 -
Automobiles 0.26 -
Healthcare Services 1.84 -
Finance 0.57 -
Consumer Durables 0.07 -
Diversified FMCG 3.91 -
Media 0.09 -
Fertilizers & Agrochemicals 0.37 -
Auto Components 1.23 -
Transport Services 0.29 -
Telecom - Services 4.14 -
Industrial Manufacturing 0.68 -
Industrial Products 2.07 -
Textiles & Apparels 0.69 -
Beverages 1.55 -
Commercial Services & Supplies 1.21 -
Leisure Services 1.12 -
Sovereign - 6.07
Automobile - 3.13
Communication - 5.94
Energy - 10.78
Technology - 6.06
Materials - 3.08
Financial - 29.11
Healthcare - 2.96
Consumer Staples - 6.55
Metals & Mining - 0.68
Insurance - 0.13
Capital Goods - 2.65
Chemicals - 4
Services - 5.79

Top Comparisons

ITI Balanced Advantage Fund Regular - Growth ITI Balanced Advantage Fund Regular - Growth

3Y Returns8.41%

VS

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

3Y Returns9.09%

Compare Now

SBI Nifty Next 50 Index Fund - Regular Plan - Growth SBI Nifty Next 50 Index Fund - Regular Plan - Growth

3Y Returns15.12%

VS

IDBI Nifty Next 50 Index Fund Growth IDBI Nifty Next 50 Index Fund Growth

3Y Returns15.02%

Compare Now

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns6.17%

VS

BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH

3Y Returns6.14%

Compare Now

HDFC Dynamic PE Ratio Fund of Funds - Growth Option HDFC Dynamic PE Ratio Fund of Funds - Growth Option

3Y Returns13.43%

VS

Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully