Tata Hybrid Equity Fund vs HDFC Hybrid Equity Fund compare

Link copied to clipboard!

HDFC Hybrid Equity Fund - Growth Plan

Invest Now

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Invest Now

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 Risk	Very High Risk
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

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month	-1.93%	-3.45%
6 Month	-5.22%	-8.56%
1 Year	5.03%	3.36%
3 Year	11.34%	10.4%
5 Year	14.31%	12.88%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month	-	-
1 Year	-3.27%	-7.18%
3 Year	10.44%	9.42%
5 Year	14%	12.59%

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%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation	8.962%	9.21%
Sharp	0.592%	0.45%
Beta	0.944%	1.03%
Alpha	0.437%	0.66%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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
Fund Manage	40	11
	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	31.05	26.31
Large Cap	48.51	54.47
Mid Cap	3.76	10.31
Small Cap	16.68	8.91

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	31.05	26.31
Petroleum Products	5.85	5.67
IT - Software	5.43	6.28
Personal Products	1.8	0.91
Construction	7.91	4.55
Banks	22.73	16.8
Pharmaceuticals & Biotechnology	2.98	4.41
Realty	0.79	1.8
Power	1.55	2.9
Automobiles	0.45	2.11
Healthcare Services	1.85	1.33
Finance	0.55	1.03
Consumer Durables	0.09	-
Diversified FMCG	3.8	3.42
Media	0.09	-
Fertilizers & Agrochemicals	0.36	2.42
Auto Components	1.14	1.07
Transport Services	0.29	0.48
Telecom - Services	4.02	5.72
Industrial Manufacturing	0.68	-
Industrial Products	2.02	1.48
Textiles & Apparels	0.7	-
Beverages	1.45	2.45
Commercial Services & Supplies	1.31	-
Leisure Services	1.11	-
Gas	-	0.94
Cement & Cement Products	-	2.77
Transport Infrastructure	-	1.86
Retailing	-	2.42
Insurance	-	0.87