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) ₹3715 Cr ₹3917 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 05 Jun 2005 08 Oct 1995
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 1.99 1.93
Manager Sushil Budhia Murthy Nagarajan
ISIN Code INF204K01FW1 INF277K01303
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Trailing Lumpsum Returns

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month 4.2% 2.89%
6 Month 17.85% 15.57%
1 Year 29.34% 25.59%
3 Year 17.06% 13.8%
5 Year 16.1% 17.16%

SIP Return Analysis

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month - -
1 Year 13.02% 11.33%
3 Year 33.34% 26.53%
5 Year 58.96% 51.49%

Rolling Lumpsum Returns

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 17.09% 16.58%
3 Year 45.52% 41.09%
5 Year 63.47% 56.19%

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 1.07% 0.77%
Beta 1.02% 1.02%
Alpha 5.06% 2.37%

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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 28.12 25.51
Large Cap 56.68 55.94
Mid Cap 8.47 11.26
Small Cap 6.73 7.29

Sector Allocation

Scheme Name

Nippon India Equity Hybrid Fund - Growth Plan

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 3.51 5.93
Sovereign 3.34 6.07
Materials 1.97 3.08
Automobile 5.96 3.13
Communication 5.78 5.94
Energy 9.79 10.78
Technology 5.1 6.06
Construction 7.16 7.14
Financial 29.86 29.11
Services 5.2 5.79
Consumer Staples 4.25 6.55
Healthcare 6.95 2.96
Capital Goods 4.71 2.65
Metals & Mining 3.2 0.68
Insurance 2.11 0.13
Consumer Discretionary 1.11 -
Chemicals - 4

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