PGIM India Hybrid Equity Fund vs Tata Hybrid Equity Fund compare

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Tata Hybrid Equity Fund- Regular Plan - Growth Option

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PGIM India Hybrid Equity Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

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 Risk	Very High
Asset Size (Cr)	₹3997 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	-3.45%	-1.28%
6 Month	-8.56%	-3.36%
1 Year	3.36%	8.41%
3 Year	10.4%	9.91%
5 Year	12.88%	10.96%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	PGIM India Hybrid Equity Fund - Growth Option
6 Month	-	-
1 Year	-5.57%	2.17%
3 Year	9.92%	11.59%
5 Year	12.72%	11.75%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	PGIM India Hybrid Equity Fund - Growth Option
1 Year	11.66%	11.92%
3 Year	13.65%	10.08%
5 Year	13.89%	10.2%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	PGIM India Hybrid Equity Fund - Growth Option
Standard Deviation	9.21%	9.842%
Sharp	0.45%	0.348%
Beta	1.03%	0.966%
Alpha	0.66%	-1.554%

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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