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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| 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 |
|---|---|---|
| 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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