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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
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 | 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | PGIM India Hybrid Equity Fund - Growth Option |
|---|---|---|
| 1 Month | 5.14% | 4.96% |
| 6 Month | -5.35% | -0.75% |
| 1 Year | 6.35% | 9.81% |
| 3 Year | 11.52% | 10.59% |
| 5 Year | 18.39% | 16.68% |
SIP Return Analysis
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | PGIM India Hybrid Equity Fund - Growth Option |
|---|---|---|
| 6 Month | 0.32% | 1.05% |
| 1 Year | -2.37% | 2.38% |
| 3 Year | 10.98% | 12.12% |
| 5 Year | 12.85% | 11.56% |
Rolling Lumpsum Returns
| 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% |
Risk Management
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | PGIM India Hybrid Equity Fund - Growth Option |
|---|---|---|
| Standard Deviation | 9.21% | 9.745% |
| Sharp | 0.39% | 0.358% |
| Beta | 1.08% | 0.94% |
| Alpha | 0.79% | -0.447% |
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Fund Managers
| 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 |
| Funds Managed | 11 | 19 |
| Tata Hybrid Equity Fund- Regular Plan - Growth Option | PGIM India Hybrid Equity Fund - Growth Option |
Market Cap
| Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
PGIM India Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 25.02 | 32.95 |
| Large Cap | 58.6 | 47.3 |
| Mid Cap | 8.68 | 11.27 |
| Small Cap | 7.7 | 8.48 |
Sector Allocation
| Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
PGIM India Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 25.02 | 32.95 |
| Energy | 5.66 | 4.82 |
| Technology | 6.42 | 11.68 |
| Consumer Defensive | 6.08 | 3.29 |
| Industrials | 7.51 | 8.46 |
| Healthcare | 5.33 | 5.97 |
| Financial Services | 23.83 | 20.2 |
| Real Estate | 1.34 | - |
| Consumer Cyclical | 7.56 | 4.28 |
| Communication Services | 4.96 | 3.88 |
| Utilities | 2.16 | - |
| Basic Materials | 4.14 | 4.46 |
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