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)	₹4156 Cr	₹11910 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	0.84%	1.17%
6 Month	4.24%	2.27%
1 Year	2.23%	4.66%
3 Year	10.69%	15.53%
5 Year	13.87%	14.57%

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
6 Month	2.9%	2.21%
1 Year	11.65%	10.09%
3 Year	10.39%	14.17%
5 Year	11.26%	13.59%

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
1 Year	12.9%	14.69%
3 Year	14.6%	14.96%
5 Year	15.33%	14.59%

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Standard Deviation	9.69%	9.26%
Sharp	0.44%	0.92%
Beta	1.11%	1.00%
Alpha	-2.03%	2.82%

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	25.43	31.29
Large Cap	52.17	50.9
Mid Cap	9.2	9.33
Small Cap	13.2	8.48

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	DSP Aggressive Hybrid Fund- Regular Plan - Growth
Others	25.43	31.25
Petroleum Products	5.19	-
IT - Software	6.06	5.82
Personal Products	1	1.36
Construction	4.78	-
Diversified FMCG	4.13	3.04
Banks	17.05	21.32
Consumer Durables	1.59	0.77
Agricultural Food & other Products	2.54	-
Automobiles	4.75	4.52
Pharmaceuticals & Biotechnology	4.19	6.51
Telecom - Services	5.87	1.26
Beverages	1.92	0.93
Realty	0.78	-
Gas	0.74	2.78
Industrial Products	1.05	0.69
Auto Components	1.51	3.38
Cement & Cement Products	3.45	-
Transport Infrastructure	1.77	0.04
Fertilizers & Agrochemicals	1.92	0.56
Insurance	0.88	4.36
Finance	1.26	3.79
Power	1.04	2.7
Retailing	1.1	-
Capital Markets	-	0.27
Chemicals & Petrochemicals	-	0.77
IT - Services	-	0.78
Healthcare Services	-	2.24
Textiles & Apparels	-	0.86