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) | ₹4166 Cr | ₹11450 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 | 0.17% | -0.88% |
| 6 Month | 3.11% | 0.99% |
| 1 Year | 5.57% | 6% |
| 3 Year | 11.77% | 13.86% |
| 5 Year | 13.48% | 13.07% |
SIP Return Analysis
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.11% | 1.56% |
| 1 Year | 11.62% | 9.98% |
| 3 Year | 10.39% | 11.82% |
| 5 Year | 11.35% | 12.03% |
Rolling Lumpsum Returns
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 12.8% | 12.72% |
| 3 Year | 14.59% | 14.93% |
| 5 Year | 15.31% | 15.49% |
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 | 0.53% | 0.77% |
| Beta | 1.16% | 1.11% |
| Alpha | -1.43% | 0.89% |
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 | 29.73 |
| Large Cap | 55.84 | 50.83 |
| Small Cap | 9.67 | 7.26 |
| Mid Cap | 5.48 | 12.17 |
Sector Allocation
| Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.57 | 27.39 |
| Energy | 6.06 | 4.67 |
| Technology | 6.29 | 5.43 |
| Industrials | 8.03 | 8.24 |
| Consumer Defensive | 8.85 | 4.22 |
| Financial Services | 19.36 | 25.53 |
| Basic Materials | 5.76 | 3.6 |
| Consumer Cyclical | 7.6 | 10.14 |
| Healthcare | 3.04 | 4.06 |
| Communication Services | 5.95 | 3.71 |
| Real Estate | 0.45 | 0.92 |
| Utilities | 1.04 | 2.1 |
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