Nippon India Equity Hybrid Fund vs Tata Hybrid Equity Fund compare
Nippon India Aggressive Hybrid Fund - Regular - Growth
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
Fund | Nippon India Aggressive Hybrid Fund - Regular - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Average | Average |
Asset Size (Cr) | ₹3894 Cr | ₹4011 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 08 Jun 2005 | 05 Jan 1996 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | CRISIL Hybrid 35+65 Aggressive Index |
Turn Over | 40% | 4.76% |
Expense Ratio | 1.97 | 1.92 |
Manager | Sushil Budhia | Murthy Nagarajan |
ISIN Code | INF204K01FW1 | INF277K01303 |
Exits Load | Nippon India Equity Hybrid 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 | Nippon India Aggressive Hybrid Fund - Regular - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
1 Month | 1.86% | 2.06% |
6 Month | 13.3% | 10.3% |
1 Year | 1.2% | -2.38% |
3 Year | 15.17% | 10.89% |
5 Year | 18.93% | 15.74% |
SIP Return Analysis
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 3.49% | 2.36% |
1 Year | 10.64% | 6.36% |
3 Year | 14.31% | 10.3% |
5 Year | 14.85% | 11.51% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
1 Year | 11.23% | 11.2% |
3 Year | 12.93% | 13.63% |
5 Year | 13.05% | 14% |
Risk Management
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.02% | 9.21% |
Sharp | 0.93% | 0.52% |
Beta | 0.09% | 0.1% |
Alpha | 8.12% | 4.47% |
Fund Managers
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
Name | Sushil Budhia | Murthy Nagarajan |
Total AUM | ₹29447 Cr | ₹18015 Cr |
Funds Managed | 11 | 11 |
Nippon India Aggressive Hybrid Fund - Regular - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Market Cap
Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
Others | 30.76 | 27.95 |
Large Cap | 48.89 | 53.5 |
Small Cap | 8.56 | 9.99 |
Mid Cap | 11.79 | 8.56 |
Sector Allocation
Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
Others | 23.82 | 27.95 |
Communication Services | 3.62 | 5.55 |
Energy | 3.77 | 4.93 |
Industrials | 10.28 | 7.48 |
Technology | 6.31 | 4.44 |
Financial Services | 24.95 | 19.62 |
Consumer Cyclical | 7.55 | 6.8 |
Consumer Defensive | 3.58 | 9.47 |
Healthcare | 5.19 | 4.76 |
Basic Materials | 2.81 | 5.76 |
Real Estate | 3.87 | 0.91 |
Utilities | 4.25 | 2.34 |
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