PGIM India Hybrid Equity Fund vs Tata Hybrid Equity Fund compare

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Tata Hybrid Equity Fund- Regular Plan - Growth Option

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PGIM India Hybrid Equity Fund - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	PGIM India Hybrid Equity Fund - Growth Option
Fund	Tata Hybrid Equity Fund- Regular Plan - Growth Option	PGIM India Hybrid Equity Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3997 Cr	₹209 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	05 Jan 1996	05 Feb 2004
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive TRI
Turn Over	4.76%	62%
Expense Ratio	1.92	2.33
Manager	Murthy Nagarajan	Puneet Pal
ISIN Code	INF277K01303	INF663L01HC4
Exits Load	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	PGIM India Hybrid Equity Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	PGIM India Hybrid Equity Fund - Growth Option
1 Month	2.29%	3.76%
6 Month	-2.5%	2.39%
1 Year	5.45%	9.53%
3 Year	12.45%	12.04%
5 Year	17.67%	15.8%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	PGIM India Hybrid Equity Fund - Growth Option
6 Month	1.08%	2.84%
1 Year	-2.35%	5.11%
3 Year	11.12%	13.11%
5 Year	12.9%	12.1%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	PGIM India Hybrid Equity Fund - Growth Option
1 Year	11.66%	11.92%
3 Year	13.65%	10.08%
5 Year	13.89%	10.2%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	PGIM India Hybrid Equity Fund - Growth Option
Standard Deviation	9.21%	9.745%
Sharp	0.39%	0.358%
Beta	1.08%	0.94%
Alpha	0.79%	-0.447%

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Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	PGIM India Hybrid Equity Fund - Growth Option
Name	Murthy Nagarajan	Puneet Pal
Total AUM	₹18015 Cr	₹20950 Cr
Funds Managed	11	19
	Tata Hybrid Equity Fund- Regular Plan - Growth Option	PGIM India Hybrid Equity Fund - Growth Option

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	PGIM India Hybrid Equity Fund - Growth Option
Others	25.02	32.95
Large Cap	58.6	47.3
Mid Cap	8.68	11.27
Small Cap	7.7	8.48

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	PGIM India Hybrid Equity Fund - Growth Option
Others	25.02	32.95
Energy	5.66	4.82
Technology	6.42	11.68
Consumer Defensive	6.08	3.29
Industrials	7.51	8.46
Healthcare	5.33	5.97
Financial Services	23.83	20.2
Real Estate	1.34	-
Consumer Cyclical	7.56	4.28
Communication Services	4.96	3.88
Utilities	2.16	-
Basic Materials	4.14	4.46