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) | ₹3917 Cr | ₹218 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 08 Oct 1995 | 29 Jan 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 | 1.93 | 2.34 |
Manager | Murthy Nagarajan | Puneet Pal |
ISIN Code | INF277K01303 | INF663L01HC4 |
Exits Load | For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 | Exit load of 0.5%, if redeemed within 90 days./365 |
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
1 Month | 3.21% | 1.95% |
6 Month | 12.58% | 11.96% |
1 Year | 25.87% | 23.29% |
3 Year | 13.46% | 10.02% |
5 Year | 16.65% | 13.62% |
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | 11.33% | 9.41% |
3 Year | 26.53% | 20.94% |
5 Year | 51.49% | 39.48% |
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
1 Year | 16.58% | 14.25% |
3 Year | 41.09% | 32.1% |
5 Year | 56.19% | 44.95% |
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Standard Deviation | 9.21% | 9.33% |
Sharp | 0.94% | 0.37% |
Beta | 1.02% | 0.96% |
Alpha | 2.49% | -2.57% |
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Get Free Experts GuidanceScheme 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 |
---|---|---|
Large Cap | 55.94 | 50.84 |
Others | 25.51 | 31.98 |
Mid Cap | 11.26 | 10.89 |
Small Cap | 7.29 | 6.29 |
Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
PGIM India Hybrid Equity Fund - Growth Option |
---|---|---|
Financial | 29.11 | 29.49 |
Energy | 10.78 | 6.19 |
Communication | 5.94 | 3.36 |
Construction | 7.14 | 4.12 |
Technology | 6.06 | 3.86 |
Others | 5.93 | 1.7 |
Consumer Staples | 6.55 | 3.84 |
Chemicals | 4 | 0.94 |
Materials | 3.08 | 2.4 |
Services | 5.79 | 6.13 |
Sovereign | 6.07 | 18.18 |
Automobile | 3.13 | 4.35 |
Healthcare | 2.96 | 3.99 |
Capital Goods | 2.65 | 5.99 |
Metals & Mining | 0.68 | 0.66 |
Insurance | 0.13 | 2.23 |
Consumer Discretionary | - | 1.67 |
Diversified | - | 0.9 |
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