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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 | 5.96% | 3.32% |
| 6 Month | -9.11% | -5.79% |
| 1 Year | 5.55% | 7.55% |
| 3 Year | 11.77% | 10.41% |
| 5 Year | 19.03% | 16.93% |
SIP Return Analysis
| Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | PGIM India Hybrid Equity Fund - Growth Option |
|---|---|---|
| 6 Month | -2.01% | -0.61% |
| 1 Year | -4.69% | 0.47% |
| 3 Year | 10.58% | 11.51% |
| 5 Year | 12.87% | 11.46% |
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 | 0.38% | 0.358% |
| Beta | 1.06% | 0.94% |
| Alpha | 0.36% | -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 | 25.33 | 32.95 |
| Large Cap | 58.37 | 47.3 |
| Mid Cap | 9.08 | 11.27 |
| Small Cap | 7.22 | 8.48 |
Sector Allocation
| Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
PGIM India Hybrid Equity Fund - Growth Option |
|---|---|---|
| Others | 25.27 | 32.95 |
| Energy | 5.57 | 4.82 |
| Technology | 6.85 | 11.68 |
| Consumer Defensive | 6.55 | 3.29 |
| Industrials | 7.91 | 8.46 |
| Healthcare | 5.59 | 5.97 |
| Financial Services | 21.5 | 20.2 |
| Real Estate | 1.58 | - |
| Consumer Cyclical | 8.02 | 4.28 |
| Communication Services | 4.89 | 3.88 |
| Utilities | 2.44 | - |
| Basic Materials | 3.85 | 4.46 |
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