Tata Hybrid Equity Fund vs Canara Robeco Equity Hybrid Fund compare
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹3997 Cr | ₹10444 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Jan 1996 | 20 Mar 1998 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 4.76% | 23% |
Expense Ratio | 1.92 | 1.73 |
Manager | Murthy Nagarajan | Avnish Jain |
ISIN Code | INF277K01303 | INF760K01050 |
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 | Canara Robeco Equity Hybrid 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 | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -3.45% | -2.6% |
6 Month | -8.56% | -6.89% |
1 Year | 3.36% | 6.86% |
3 Year | 10.41% | 10.38% |
5 Year | 12.88% | 13.07% |
SIP Return Analysis
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -7.18% | -3.99% |
3 Year | 9.42% | 11.26% |
5 Year | 12.59% | 12.89% |
Rolling Lumpsum Returns
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.66% | 12.23% |
3 Year | 13.65% | 14.28% |
5 Year | 13.89% | 14.95% |
Risk Management
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.21% | 9.11% |
Sharp | 0.45% | 0.44% |
Beta | 1.03% | 1.04% |
Alpha | 0.66% | 0.58% |
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Fund Managers
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Murthy Nagarajan | Avnish Jain |
Total AUM | ₹18015 Cr | ₹15907 Cr |
Fund Manage | 11 | 11 |
Tata Hybrid Equity Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 26.31 | 29.1 |
Large Cap | 54.47 | 47.12 |
Mid Cap | 10.31 | 14.82 |
Small Cap | 8.91 | 8.96 |
Sector Allocation
Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 26.31 | 29.1 |
Petroleum Products | 5.67 | 2.84 |
IT - Software | 6.28 | 7 |
Personal Products | 0.91 | 0.8 |
Construction | 4.55 | 2.67 |
Healthcare Services | 1.33 | 1.09 |
Diversified FMCG | 3.42 | - |
Pharmaceuticals & Biotechnology | 4.41 | 3.13 |
Banks | 16.8 | 14.11 |
Realty | 1.8 | 1.12 |
Automobiles | 2.11 | 2.33 |
Telecom - Services | 5.72 | 2.08 |
Beverages | 2.45 | 0.87 |
Industrial Products | 1.48 | 0.87 |
Gas | 0.94 | - |
Transport Services | 0.48 | 0.81 |
Cement & Cement Products | 2.77 | 1.34 |
Auto Components | 1.07 | 3.9 |
Finance | 1.03 | 5.02 |
Transport Infrastructure | 1.86 | - |
Fertilizers & Agrochemicals | 2.42 | 0.53 |
Power | 2.9 | 2.9 |
Retailing | 2.42 | 1.84 |
Insurance | 0.87 | 2.57 |
Capital Markets | - | 1.78 |
Non - Ferrous Metals | - | 0.28 |
Chemicals & Petrochemicals | - | 1.77 |
Electrical Equipment | - | 2.35 |
Diversified Fmcg | - | 1.39 |
Entertainment | - | 0.72 |
Consumer Durables | - | 1.68 |
Aerospace & Defense | - | 0.68 |
Oil | - | 0.39 |
Consumable Fuels | - | 1.18 |
Household Products | - | 0.86 |
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