Tata Hybrid Equity Fund vs HDFC Hybrid Equity Fund compare

HDFC Hybrid Equity Fund - Growth Plan

Tata Hybrid Equity Fund- Regular Plan - Growth Option

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)	₹24098 Cr	₹3917 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	01 Apr 2005	08 Oct 1995
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	1.93
Manager	Dhruv Muchhal	Murthy Nagarajan
ISIN Code	INF179K01AS4	INF277K01303
Exits Load	Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year./365	For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month	0.39%	3.73%
6 Month	12.1%	16.33%
1 Year	23.5%	26.16%
3 Year	15.32%	14.08%
5 Year	17.35%	16.67%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month	-	-
1 Year	10.45%	11.33%
3 Year	27.07%	26.53%
5 Year	55.69%	51.49%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year	18.02%	16.58%
3 Year	44.42%	41.09%
5 Year	59.82%	56.19%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation	8.51%	9.21%
Sharp	0.99%	0.77%
Beta	0.92%	1.02%
Alpha	2.76%	2.37%

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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	29.92	25.51
Large Cap	49.31	55.94
Mid Cap	3.66	11.26
Small Cap	17.11	7.29

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	18.07	5.93
Financial	7.78	29.11
Petroleum Products	6.29	-
IT - Software	5.76	-
Personal Products	1.97	-
Construction	9.44	7.14
Banks	23.78	-
Pharmaceuticals & Biotechnology	2.93	-
Realty	0.71	-
Power	1.65	-
Paper, Forest & Jute Products	0.17	-
Healthcare Services	1.6	-
Finance	0.56	-
Diversified FMCG	3.77	-
Media	0.1	-
Fertilizers & Agrochemicals	0.46	-
Auto Components	1.18	-
Transport Services	0.29	-
Telecom - Services	3.64	-
Industrial Manufacturing	0.69	-
Industrial Products	2.15	-
Energy	0.51	10.78
Textiles & Apparels	0.8	-
Beverages	1.39	-
Commercial Services & Supplies	1.4	-
Leisure Services	1.47	-
Unclassified	1.44	-
Sovereign	-	6.07
Automobile	-	3.13
Communication	-	5.94
Technology	-	6.06
Materials	-	3.08
Healthcare	-	2.96
Consumer Staples	-	6.55
Metals & Mining	-	0.68
Insurance	-	0.13
Capital Goods	-	2.65
Chemicals	-	4
Services	-	5.79