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) | ₹4134 Cr | ₹4166 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 | -1.11% | -0.16% |
| 6 Month | 3.33% | 3.85% |
| 1 Year | 3.71% | 3.11% |
| 3 Year | 14.58% | 10.95% |
| 5 Year | 15.89% | 13.17% |
SIP Return Analysis
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.96% | 2.6% |
| 1 Year | 12.67% | 11.72% |
| 3 Year | 13.01% | 10.32% |
| 5 Year | 13.81% | 11.16% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 10.92% | 12.8% |
| 3 Year | 13.53% | 14.59% |
| 5 Year | 13.05% | 15.31% |
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 | 0.94% | 0.53% |
| Beta | 1.05% | 1.16% |
| Alpha | 2.54% | -1.43% |
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 | 32.92 | 29 |
| Large Cap | 48.52 | 55.84 |
| Small Cap | 7.86 | 9.67 |
| Mid Cap | 10.69 | 5.48 |
Sector Allocation
| Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 23.5 | 27.57 |
| Communication Services | 4.21 | 5.95 |
| Energy | 3.88 | 6.06 |
| Industrials | 9.31 | 8.03 |
| Technology | 7.09 | 6.29 |
| Financial Services | 23.85 | 19.36 |
| Consumer Cyclical | 9.13 | 7.6 |
| Consumer Defensive | 3.82 | 8.85 |
| Healthcare | 4.78 | 3.04 |
| Basic Materials | 3.12 | 5.76 |
| Real Estate | 3.45 | 0.45 |
| Utilities | 3.86 | 1.04 |
Top Comparisons
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns16.25%
LIC MF Nifty 50 Index Fund-Growth
3Y Returns12.19%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
LIC MF Multi Cap Fund Regular - Growth
3Y Returns19.54%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.37%
Baroda BNP Paribas Overnight Fund - Regular Plan - Growth
3Y Returns6.34%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
Edelweiss Multi Asset Allocation Fund - Reg (G)
3Y Returns0%