Tata Hybrid Equity Fund vs Nippon India Equity Hybrid Fund compare

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tortoise-icon Nippon India Equity Hybrid 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 Nippon India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
Fund Nippon India Equity Hybrid 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) ₹3858 Cr ₹4137 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 08 Jun 2005 05 Jan 1996
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI CRISIL Hybrid 35+65 Aggressive Index
Turn Over 40% 4.76%
Expense Ratio 1.98 1.92
Manager Sushil Budhia Murthy Nagarajan
ISIN Code INF204K01FW1 INF277K01303
Exits Load Nippon India Equity Hybrid 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 Nippon India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month 1.21% 0.71%
6 Month 3.38% 2.14%
1 Year 16.76% 14.42%
3 Year 15.59% 12.87%
5 Year 13.03% 14.01%

SIP Return Analysis

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month - -
1 Year 11.2% 8.09%
3 Year 18.62% 14.79%
5 Year 18.69% 15.86%

Rolling Lumpsum Returns

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 11.65% 11.52%
3 Year 12.21% 13.77%
5 Year 12.91% 13.84%

Risk Management

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation 9.02% 9.21%
Sharp 0.94% 0.68%
Beta 1.03% 1.01%
Alpha 4.71% 2.33%

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Fund Managers

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
Name Sushil Budhia Murthy Nagarajan
Total AUM ₹29447 Cr ₹18015 Cr
Fund Manage 11 11
Nippon India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Equity Hybrid Fund - Growth Plan

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 24.03 26.31
Small Cap 11.36 8.91
Large Cap 54.73 54.47
Mid Cap 9.88 10.31

Sector Allocation

Scheme Name

Nippon India Equity Hybrid Fund - Growth Plan

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 24.03 26.31
Cement & Cement Products 0.07 2.77
Telecom - Services 3.23 5.72
Petroleum Products 3.02 5.67
Industrial Products 1.22 1.48
IT - Software 6.73 6.28
Construction 3.33 4.55
Finance 2.18 1.03
Consumer Durables 2.13 -
Retailing 1.48 2.42
Diversified FMCG 2.51 3.42
Banks 15.98 16.8
Pharmaceuticals & Biotechnology 3.79 4.41
Healthcare Services 2.01 1.33
Aerospace & Defense 1.02 -
Ferrous Metals 2.62 -
Capital Markets 2.74 -
Realty 2.13 1.8
Transport Infrastructure 1.87 1.86
Automobiles 4.53 2.11
Insurance 1.66 0.87
Transport Services 1.19 0.48
Beverages 1.89 2.45
Power 4.02 2.9
Leisure Services 1.08 -
Financial Technology (Fintech) 0.73 -
Auto Components 1.29 1.07
Consumable Fuels 0.82 -
Industrial Manufacturing 0.59 -
Commercial Services & Supplies 0.11 -
Personal Products - 0.91
Gas - 0.94
Fertilizers & Agrochemicals - 2.42

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