Nippon India Equity Hybrid Fund vs Tata Hybrid Equity Fund compare

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Nippon India Equity Hybrid Fund - Growth Plan

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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	Nippon India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Fund	Nippon India Equity Hybrid 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)	₹3712 Cr	₹3997 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹500	₹1000
Launch Date	08 Jun 2005	05 Jan 1996
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive TRI	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	40%	4.76%
Expense Ratio	1.97	1.92
Manager	Sushil Budhia	Murthy Nagarajan
ISIN Code	INF204K01FW1	INF277K01303
Exits Load	Nippon India Equity Hybrid 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	Nippon India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month	5.74%	5.14%
6 Month	-4.38%	-5.35%
1 Year	8.47%	6.37%
3 Year	13.84%	11.53%
5 Year	21.03%	18.38%

Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month	0.86%	0.32%
1 Year	-0.15%	-2.37%
3 Year	14.5%	10.98%
5 Year	15.84%	12.85%

Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year	11.83%	11.66%
3 Year	12.47%	13.65%
5 Year	12.93%	13.89%

Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation	9.02%	9.21%
Sharp	0.6%	0.39%
Beta	1.06%	1.08%
Alpha	2.93%	0.79%

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Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Name	Sushil Budhia	Murthy Nagarajan
Total AUM	₹29447 Cr	₹18015 Cr
Funds Managed	11	11
	Nippon India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option

Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	28.85	25.02
Large Cap	51.29	58.6
Small Cap	8.96	7.7
Mid Cap	10.9	8.68

Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	27.87	25.02
Communication Services	3.41	4.96
Energy	3.67	5.66
Technology	7.87	6.42
Industrials	7.56	7.51
Financial Services	24.19	23.83
Consumer Cyclical	8.17	7.56
Consumer Defensive	3.96	6.08
Healthcare	5.77	5.33
Basic Materials	2.75	4.14
Real Estate	1.27	1.34
Utilities	3.51	2.16