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 Aggressive Hybrid 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 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

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%

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%

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%

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%

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

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

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