PGIM India Hybrid Equity Fund vs Tata Hybrid Equity Fund compare
Tata Hybrid Equity Fund- Regular Plan - Growth Option
PGIM India Hybrid Equity Fund - Growth Option
Chart Comparison
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | PGIM India Hybrid Equity Fund - Growth Option |
|---|---|---|
| Fund | Tata Hybrid Equity Fund- Regular Plan - Growth Option | PGIM India Hybrid Equity Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4137 Cr | ₹209 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Jan 1996 | 05 Feb 2004 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 4.76% | 62% |
| Expense Ratio | 1.92 | 2.33 |
| Manager | Murthy Nagarajan | Puneet Pal |
| ISIN Code | INF277K01303 | INF663L01HC4 |
| 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 | PGIM India Hybrid Equity Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | PGIM India Hybrid Equity Fund - Growth Option |
|---|---|---|
| 1 Month | 0.71% | 3.4% |
| 6 Month | 2.14% | 4.34% |
| 1 Year | 14.42% | 15.06% |
| 3 Year | 12.87% | 9.4% |
| 5 Year | 14.01% | 11.89% |
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | PGIM India Hybrid Equity Fund - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 8.09% | 14.93% |
| 3 Year | 14.79% | 15.49% |
| 5 Year | 15.86% | 14.37% |
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | PGIM India Hybrid Equity Fund - Growth Option |
|---|---|---|
| 1 Year | 11.52% | 11.69% |
| 3 Year | 13.77% | 10.22% |
| 5 Year | 13.84% | 10.13% |
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | PGIM India Hybrid Equity Fund - Growth Option |
|---|---|---|
| Standard Deviation | 9.21% | 9.33% |
| Sharp | 0.68% | 0.37% |
| Beta | 1.01% | 0.96% |
| Alpha | 2.33% | -2.57% |
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| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | PGIM India Hybrid Equity Fund - Growth Option |
|---|---|---|
| Name | Murthy Nagarajan | Puneet Pal |
| Total AUM | ₹18015 Cr | ₹20950 Cr |
| Fund Manage | 11 | 19 |
| Tata Hybrid Equity Fund- Regular Plan - Growth Option | PGIM India Hybrid Equity Fund - Growth Option |
| Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
PGIM India Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 26.31 | 33.95 |
| Large Cap | 54.47 | 46.39 |
| Mid Cap | 10.31 | 14.01 |
| Small Cap | 8.91 | 5.65 |
| Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
PGIM India Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 26.31 | 33.95 |
| Petroleum Products | 5.67 | 4.52 |
| IT - Software | 6.28 | 8.13 |
| Personal Products | 0.91 | - |
| Construction | 4.55 | 2.61 |
| Healthcare Services | 1.33 | 2.57 |
| Diversified FMCG | 3.42 | - |
| Pharmaceuticals & Biotechnology | 4.41 | 1.65 |
| Banks | 16.8 | 14.09 |
| Realty | 1.8 | 0.73 |
| Automobiles | 2.11 | 0.72 |
| Telecom - Services | 5.72 | 3.33 |
| Beverages | 2.45 | 3.53 |
| Industrial Products | 1.48 | - |
| Gas | 0.94 | - |
| Transport Services | 0.48 | 1.35 |
| Cement & Cement Products | 2.77 | 2.65 |
| Auto Components | 1.07 | 1.65 |
| Finance | 1.03 | 3.4 |
| Transport Infrastructure | 1.86 | - |
| Fertilizers & Agrochemicals | 2.42 | - |
| Power | 2.9 | - |
| Retailing | 2.42 | 1.09 |
| Insurance | 0.87 | 2.13 |
| Aerospace & Defense | - | 1.12 |
| Electrical Equipment | - | 0.83 |
| Consumer Durables | - | 4.51 |
| Chemicals & Petrochemicals | - | 2.14 |
| Household Products | - | 1.24 |
| Capital Markets | - | 2.06 |
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