Tata Hybrid Equity Fund vs HDFC Hybrid Equity Fund compare
HDFC Hybrid Equity Fund - Growth Plan
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Chart Comparison
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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