HDFC Hybrid Equity Fund vs Tata Hybrid Equity Fund compare
HDFC Hybrid Equity Fund - Growth Plan
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | HDFC Hybrid Equity Fund - Growth Plan | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹24684 Cr | ₹4156 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 06 Apr 2005 | 05 Jan 1996 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 15.22% | 4.76% |
| Expense Ratio | 1.68 | 1.92 |
| Manager | Dhruv Muchhal | Murthy Nagarajan |
| ISIN Code | INF179K01AS4 | INF277K01303 |
| Exits Load | HDFC Hybrid Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.72% | 0.84% |
| 6 Month | 2.21% | 4.24% |
| 1 Year | 3.43% | 2.23% |
| 3 Year | 11.6% | 10.69% |
| 5 Year | 14.97% | 13.87% |
SIP Return Analysis
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.98% | 2.9% |
| 1 Year | 10.43% | 11.65% |
| 3 Year | 10.62% | 10.39% |
| 5 Year | 11.86% | 11.26% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 9.86% | 12.9% |
| 3 Year | 12.04% | 14.6% |
| 5 Year | 11.83% | 15.33% |
Risk Management
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 8.37% | 9.21% |
| Sharp | 0.69% | 0.53% |
| Beta | 0.94% | 1.16% |
| Alpha | -0.10% | -1.43% |
Fund Managers
| Scheme Name | HDFC Hybrid Equity Fund - Growth Plan | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Dhruv Muchhal | Murthy Nagarajan |
| Total AUM | ₹520687 Cr | ₹18015 Cr |
| Funds Managed | 40 | 11 |
| HDFC Hybrid Equity Fund - Growth Plan | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 32.67 | 25.43 |
| Large Cap | 50.39 | 52.17 |
| Small Cap | 15.25 | 13.2 |
| Mid Cap | 1.7 | 9.2 |
Sector Allocation
| Scheme Name |
HDFC Hybrid Equity Fund - Growth Plan |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 31.53 | 25.43 |
| Energy | 6.03 | - |
| Technology | 7.72 | - |
| Consumer Defensive | 5.78 | - |
| Industrials | 9.02 | - |
| Financial Services | 24.52 | - |
| Healthcare | 4.22 | - |
| Real Estate | 0.91 | - |
| Utilities | 0.23 | - |
| Consumer Cyclical | 5.93 | - |
| Basic Materials | 0.71 | - |
| Communication Services | 3.4 | - |
| Petroleum Products | - | 5.19 |
| IT - Software | - | 6.06 |
| Personal Products | - | 1 |
| Construction | - | 4.78 |
| Diversified FMCG | - | 4.13 |
| Banks | - | 17.05 |
| Consumer Durables | - | 1.59 |
| Agricultural Food & other Products | - | 2.54 |
| Automobiles | - | 4.75 |
| Pharmaceuticals & Biotechnology | - | 4.19 |
| Telecom - Services | - | 5.87 |
| Beverages | - | 1.92 |
| Realty | - | 0.78 |
| Gas | - | 0.74 |
| Industrial Products | - | 1.05 |
| Auto Components | - | 1.51 |
| Cement & Cement Products | - | 3.45 |
| Transport Infrastructure | - | 1.77 |
| Fertilizers & Agrochemicals | - | 1.92 |
| Insurance | - | 0.88 |
| Finance | - | 1.26 |
| Power | - | 1.04 |
| Retailing | - | 1.1 |
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