HDFC Hybrid Equity Fund vs Tata Hybrid Equity Fund compare

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HDFC Hybrid Equity Fund - Growth Plan

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Tata Hybrid Equity Fund- Regular Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Fund	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹23354 Cr	₹3997 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

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month	1.48%	0.99%
6 Month	0.35%	-2.21%
1 Year	6.69%	3.46%
3 Year	16.61%	15.28%
5 Year	20%	17.84%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month	6.17%	4.59%
1 Year	8.42%	2.65%
3 Year	13.07%	11.27%
5 Year	14.21%	12.6%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year	10.36%	11.37%
3 Year	11.75%	13.58%
5 Year	11.6%	13.94%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation	9.334%	9.21%
Sharp	0.486%	0.75%
Beta	0.949%	1.09%
Alpha	0.562%	-0.22%

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Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity 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 Hybrid Equity Fund- Regular Plan - Growth Option

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	33.28	26.65
Large Cap	48.42	58.39
Small Cap	15.63	7.6
Mid Cap	2.67	7.36

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	32.45	26.65
Energy	5.71	-
Technology	8.82	-
Consumer Defensive	6.79	-
Industrials	9.19	-
Financial Services	22.61	-
Healthcare	4.18	-
Real Estate	0.83	-
Consumer Cyclical	3.29	-
Basic Materials	0.58	-
Communication Services	4.26	-
Utilities	1.29	-
Petroleum Products	-	6.16
IT - Software	-	4.82
Personal Products	-	0.85
Construction	-	4.25
Diversified FMCG	-	3.17
Banks	-	20.42
Pharmaceuticals & Biotechnology	-	4.51
Automobiles	-	3.82
Telecom - Services	-	5.47
Beverages	-	2.21
Industrial Products	-	1.26
Realty	-	0.74
Gas	-	0.81
Transport Services	-	0.39
Auto Components	-	1.41
Finance	-	3.44
Cement & Cement Products	-	2.5
Transport Infrastructure	-	1.51
Fertilizers & Agrochemicals	-	2.03
Power	-	1.75
Insurance	-	0.93
Retailing	-	0.9