DSP Equity & Bond Fund vs Tata Hybrid Equity Fund compare

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Tata Hybrid Equity 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 Hybrid Equity Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Fund	Tata Hybrid Equity Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3997 Cr	₹10137 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	1.75
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 Hybrid Equity Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Month	4.07%	4.42%
6 Month	-3.28%	0.68%
1 Year	5.93%	16.02%
3 Year	13.61%	17.77%
5 Year	18.75%	20.07%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	1.59%	3.82%
1 Year	-0.82%	8.56%
3 Year	11.1%	17.96%
5 Year	12.77%	15.99%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	11.66%	13.42%
3 Year	13.65%	14.28%
5 Year	13.89%	14.35%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	9.21%	10.24%
Sharp	0.39%	0.6%
Beta	1.08%	1.11%
Alpha	0.79%	3.37%

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Scheme Name	Tata Hybrid Equity 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 Hybrid Equity Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	26.52	33.57
Large Cap	57.95	46.31
Mid Cap	7.8	9.82
Small Cap	7.73	10.2

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	26.52	33.57
Petroleum Products	5.7	-
IT - Software	5.14	3.53
Personal Products	0.9	1.38
Construction	4.47	-
Diversified FMCG	3.11	2.83
Banks	20.96	20.67
Pharmaceuticals & Biotechnology	4.52	6.55
Realty	1.36	-
Automobiles	4.48	4.48
Telecom - Services	5.22	1.4
Beverages	2.32	1.31
Industrial Products	1.36	1.07
Gas	0.74	2.46
Transport Services	0.37	-
Auto Components	0.77	2.85
Finance	2.63	5.98
Cement & Cement Products	2.51	0.25
Transport Infrastructure	1.53	-
Fertilizers & Agrochemicals	1.95	0.61
Power	1.71	-
Insurance	0.87	3.78
Retailing	0.86	0.91
Capital Markets	-	0.55
Chemicals & Petrochemicals	-	1.45
IT - Services	-	0.97
Consumer Durables	-	0.83
Textiles & Apparels	-	1.12
Healthcare Services	-	1.35