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) | ₹3988 Cr | ₹4131 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 | -1.09% | -1% |
6 Month | 6.79% | 4.24% |
1 Year | 2.53% | -1.28% |
3 Year | 16.34% | 12.83% |
5 Year | 19.5% | 16.32% |
SIP Return Analysis
Scheme Name | Nippon India Aggressive Hybrid Fund - Regular - Growth | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 4.36% | 3.4% |
1 Year | 7.05% | 3.41% |
3 Year | 14.97% | 11.03% |
5 Year | 15.68% | 12.4% |
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 | 1.31% | 0.9% |
Beta | 1.04% | 1.12% |
Alpha | 3.07% | -1.2% |
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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 | 29.73 | 28.88 |
Large Cap | 49.82 | 57.62 |
Small Cap | 8.64 | 7.03 |
Mid Cap | 11.8 | 6.47 |
Sector Allocation
Scheme Name |
Nippon India Aggressive Hybrid Fund - Regular - Growth |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
---|---|---|
Others | 24.14 | 28.88 |
Communication Services | 3.91 | 5.72 |
Energy | 3.97 | 6.39 |
Industrials | 9.26 | 7.76 |
Technology | 6.6 | 4.84 |
Financial Services | 25.37 | 20.76 |
Consumer Cyclical | 7.62 | 6.63 |
Consumer Defensive | 3.36 | 6.39 |
Healthcare | 5.06 | 4.23 |
Basic Materials | 2.73 | 5.03 |
Real Estate | 3.77 | 0.91 |
Utilities | 4.2 | 2.46 |
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