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Tata Hybrid Equity Fund vs HDFC Hybrid Equity Fund compare

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tortoise-icon HDFC Hybrid Equity Fund - Growth Plan

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tortoise-icon Tata Hybrid Equity 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 Hybrid Equity Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
Fund HDFC Hybrid Equity Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹23354 Cr ₹3997 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 06 Apr 2005 05 Jan 1996
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 65:35 CRISIL Hybrid 35+65 Aggressive Index
Turn Over 15.22% 4.76%
Expense Ratio 1.68 1.92
Manager Dhruv Muchhal Murthy Nagarajan
ISIN Code INF179K01AS4 INF277K01303
Exits Load HDFC Hybrid Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 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

Trailing Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month 3.31% 2.69%
6 Month 0.86% -2.67%
1 Year 9.6% 7.09%
3 Year 13.01% 12.54%
5 Year 20.64% 18.76%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month 1.87% 0.32%
1 Year 2.09% -2.37%
3 Year 12.2% 10.98%
5 Year 14.21% 12.85%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 10.65% 11.66%
3 Year 11.72% 13.65%
5 Year 11.49% 13.89%

Risk Management

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation 9.334% 9.21%
Sharp 0.486% 0.39%
Beta 0.949% 1.08%
Alpha 0.562% 0.79%

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Fund Managers

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
Name Dhruv Muchhal Murthy Nagarajan
Total AUM ₹520687 Cr ₹18015 Cr
Funds Managed 40 11
HDFC Hybrid Equity Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 33.28 25.02
Large Cap 48.42 58.6
Small Cap 15.63 7.7
Mid Cap 2.67 8.68

Sector Allocation

Scheme Name

HDFC Hybrid Equity Fund - Growth Plan

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 32.45 25.02
Energy 5.71 5.66
Technology 8.82 6.42
Consumer Defensive 6.79 6.08
Industrials 9.19 7.51
Financial Services 22.61 23.83
Healthcare 4.18 5.33
Real Estate 0.83 1.34
Consumer Cyclical 3.29 7.56
Basic Materials 0.58 4.14
Communication Services 4.26 4.96
Utilities 1.29 2.16

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