Tata Hybrid Equity Fund vs Canara Robeco Equity Hybrid Fund compare

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tortoise-icon Tata Hybrid Equity Fund- Regular Plan - Growth Option

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tortoise-icon Canara Robeco Equity Hybrid 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 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 Very High
Asset Size (Cr) ₹4137 Cr ₹10873 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 1.72
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 -2.4% -3.17%
6 Month -3.33% -1.91%
1 Year 10.27% 11.06%
3 Year 10.6% 10.44%
5 Year 13.48% 14.46%

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 2.12% 4.69%
3 Year 12.74% 14.21%
5 Year 14.55% 14.67%

Rolling Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
1 Year 11.52% 12.15%
3 Year 13.77% 14.34%
5 Year 13.84% 14.93%

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 0.56% 0.51%
Beta 1.01% 1.03%
Alpha 2.4% 1.89%

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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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