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) ₹24068 Cr ₹4137 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 -3.23% 0.6%
6 Month 4.86% 1.83%
1 Year 18.32% 15.46%
3 Year 11.77% 13.57%
5 Year 15.53% 13.98%

SIP Return Analysis

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month - -
1 Year - 8.09%
3 Year - 14.79%
5 Year - 15.86%

Rolling Lumpsum Returns

Scheme Name HDFC Hybrid Equity Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 10.55% 11.52%
3 Year 11.64% 13.77%
5 Year 11.39% 13.84%

Risk Management

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% 0.68%
Beta 0.92% 1.01%
Alpha 2.76% 2.33%

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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
Fund Manage 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 31.05 26.31
Large Cap 48.51 54.47
Mid Cap 3.76 10.31
Small Cap 16.68 8.91

Sector Allocation

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

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