DSP Equity & Bond Fund vs Tata Hybrid Equity Fund compare

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Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

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DSP Aggressive Hybrid Fund- Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Fund	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹4091 Cr	₹11436 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹1000	₹100
Launch Date	05 Jan 1996	27 May 1999
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%	48%
Expense Ratio	1.92	1.72
Manager	Murthy Nagarajan	Kedar Karnik
ISIN Code	INF277K01303	INF740K01318
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	DSP Aggressive Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	-1.75%	-1.8%
6 Month	5.76%	7.75%
1 Year	-0.78%	6.25%
3 Year	10.93%	15.29%
5 Year	15.76%	17.28%

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	1.38%	1.28%
1 Year	0.98%	4.86%
3 Year	9.34%	15.17%
5 Year	11.18%	14.23%

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	11.2%	13.43%
3 Year	13.63%	14.36%
5 Year	14%	14.44%

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	9.21%	10.24%
Sharp	0.71%	1.1%
Beta	0.14%	0.1%
Alpha	5.8%	9.27%

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Name	Murthy Nagarajan	Kedar Karnik
Total AUM	₹18015 Cr	₹32997 Cr
Funds Managed	11	11
	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	27.95	36.22
Large Cap	53.5	47.25
Small Cap	9.99	9.01
Mid Cap	8.56	7.52

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	27.95	33.08
Energy	4.93	0.9
Technology	4.44	4.42
Consumer Defensive	9.47	5.46
Industrials	7.48	0.84
Financial Services	19.62	28.51
Healthcare	4.76	9.5
Basic Materials	5.76	2.96
Consumer Cyclical	6.8	9.94
Communication Services	5.55	1.04
Real Estate	0.91	-
Utilities	2.34	3.36