Canara Robeco Equity Hybrid Fund vs Tata Hybrid Equity Fund compare
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹4074 Cr | ₹10949 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Jan 1996 | 20 Mar 1998 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 4.76% | 23% |
Expense Ratio | 1.92 | 1.72 |
Manager | Murthy Nagarajan | Avnish Jain |
ISIN Code | INF277K01303 | INF760K01050 |
Exits Load | 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 | Canara Robeco Equity Hybrid 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 | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.68% | 0.43% |
6 Month | 4.17% | 7.12% |
1 Year | 2.13% | 6.09% |
3 Year | 14.34% | 16.34% |
5 Year | 16.85% | 17.04% |
SIP Return Analysis
Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 6.27% | 7.89% |
1 Year | 6.91% | 11.74% |
3 Year | 12.11% | 15.34% |
5 Year | 13.07% | 14.33% |
Rolling Lumpsum Returns
Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.37% | 12.05% |
3 Year | 13.58% | 14.21% |
5 Year | 13.94% | 14.98% |
Risk Management
Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.21% | 9.11% |
Sharp | 0.9% | 1.13% |
Beta | 1.12% | 1.08% |
Alpha | -1.2% | 1.18% |
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Fund Managers
Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Name | Murthy Nagarajan | Avnish Jain |
Total AUM | ₹18015 Cr | ₹15907 Cr |
Funds Managed | 11 | 11 |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 29.06 | 27.46 |
Large Cap | 56.27 | 51.88 |
Mid Cap | 6.38 | 13.31 |
Small Cap | 8.3 | 7.34 |
Sector Allocation
Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 29.06 | 27.4 |
Energy | 6.14 | 4.93 |
Technology | 4.85 | 5.19 |
Consumer Defensive | 5.91 | 4.58 |
Industrials | 8.1 | 7.93 |
Financial Services | 21.79 | 26.05 |
Healthcare | 4.4 | 4.53 |
Consumer Cyclical | 6.53 | 9.71 |
Communication Services | 5.4 | 2.82 |
Real Estate | 0.91 | 1.02 |
Utilities | 2.45 | 2.23 |
Basic Materials | 4.46 | 3.6 |
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