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Tata Equity PE Fund Regular Plan vs HDFC Capital Builder Value Fund compare

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tortoise-icon HDFC Value Fund - Growth Plan

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tortoise-icon Tata Equity PE Fund Regular Plan -(Growth Option)

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Chart Comparison

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

Overview

Scheme Name HDFC Value Fund - Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
Fund HDFC Value Fund - Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹6950 Cr ₹8068 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 01 Feb 1994 29 Jun 2004
Category Value Value
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 4.74% 48.01%
Expense Ratio 1.84 1.79
Manager Dhruv Muchhal Amey Sathe
ISIN Code INF179K01426 INF277K01451
Exits Load HDFC Capital Builder Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata Equity PE Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name HDFC Value Fund - Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
1 Month 7.7% 7.65%
6 Month -7.42% -10.32%
1 Year 10.51% 5.63%
3 Year 16.12% 18.09%
5 Year 25.74% 24.96%

SIP Return Analysis

Scheme Name HDFC Value Fund - Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
6 Month 0.64% -1.05%
1 Year -3.07% -8.83%
3 Year 18.23% 17.9%
5 Year 19.27% 19.22%

Rolling Lumpsum Returns

Scheme Name HDFC Value Fund - Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
1 Year 14.89% 17.28%
3 Year 15.26% 16.64%
5 Year 14.67% 14.99%

Risk Management

Scheme Name HDFC Value Fund - Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
Standard Deviation 14.249% 12.45%
Sharp 0.598% 0.71%
Beta 0.965% 0.98%
Alpha 2.056% 3.78%

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Fund Managers

Scheme Name HDFC Value Fund - Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
Name Dhruv Muchhal Amey Sathe
Total AUM ₹520687 Cr ₹11910 Cr
Funds Managed 40 4
HDFC Value Fund - Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)

Market Cap

Scheme Name

HDFC Value Fund - Growth Plan

Tata Equity PE Fund Regular Plan -(Growth Option)

Others 1.55 13.21
Large Cap 67.83 52.87
Mid Cap 13.77 12.71
Small Cap 16.85 21.21

Sector Allocation

Scheme Name

HDFC Value Fund - Growth Plan

Tata Equity PE Fund Regular Plan -(Growth Option)

Others 1.55 9.72
Communication Services 4.97 4.54
Technology 12.29 7.07
Consumer Defensive 8.24 6.83
Industrials 8.53 0.38
Consumer Cyclical 9.82 10.42
Healthcare 9.02 5.18
Energy 2.31 9.89
Financial Services 31.78 35.86
Basic Materials 2.97 3.94
Utilities 4.93 6.17
Real Estate 3.59 -

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