Nippon India Equity Hybrid Fund vs Tata Hybrid Equity Fund compare

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Nippon India Equity Hybrid 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	Nippon India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Fund	Nippon India Equity Hybrid 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)	₹3712 Cr	₹3997 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

Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month	4.09%	3.06%
6 Month	3.58%	1.75%
1 Year	9.93%	7.01%
3 Year	18.68%	15.44%
5 Year	23.24%	20%

Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month	5.58%	4.14%
1 Year	7.4%	3.35%
3 Year	16.44%	12.36%
5 Year	16.63%	13.36%

Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year	11.83%	11.66%
3 Year	12.47%	13.65%
5 Year	12.93%	13.89%

Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation	9.02%	9.21%
Sharp	0.83%	0.6%
Beta	1.06%	1.09%
Alpha	2.39%	-0.13%

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Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Name	Sushil Budhia	Murthy Nagarajan
Total AUM	₹29447 Cr	₹18015 Cr
Funds Managed	11	11
	Nippon India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option

Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	27.29	26.52
Large Cap	53.88	57.95
Small Cap	8.54	7.73
Mid Cap	10.59	7.8

Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	23.08	26.52
Telecom - Services	3.64	5.22
Petroleum Products	3.02	5.7
Electrical Equipment	1.03	-
IT - Software	6.07	5.14
Construction	3.36	4.47
Finance	2.99	2.63
Consumer Durables	2.01	-
Retailing	1.49	0.86
Diversified FMCG	2.02	3.11
Banks	17.18	20.96
Pharmaceuticals & Biotechnology	3.6	4.52
Cement & Cement Products	0.1	2.51
Healthcare Services	1.95	-
Aerospace & Defense	1.05	-
Ferrous Metals	2.77	-
Capital Markets	1.91	-
Realty	2.31	1.36
Transport Infrastructure	2.65	1.53
Automobiles	4.17	4.48
Insurance	1.67	0.87
Industrial Products	1.13	1.36
Transport Services	1.4	0.37
Beverages	1.88	2.32
Power	3.83	1.71
Leisure Services	1.01	-
Financial Technology (Fintech)	0.71	-
Auto Components	1.01	0.77
Consumable Fuels	0.76	-
Industrial Manufacturing	0.45	-
Commercial Services & Supplies	0.05	-
Personal Products	-	0.9
Gas	-	0.74
Fertilizers & Agrochemicals	-	1.95