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PGIM India Hybrid Equity Fund vs Tata Hybrid Equity Fund compare

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tortoise-icon Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

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tortoise-icon PGIM India Aggressive 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 Aggressive Hybrid Fund- Regular Plan - Growth Option PGIM India Aggressive Hybrid Equity Fund - Growth Option
Fund Tata Aggressive Hybrid Fund- Regular Plan - Growth Option PGIM India Aggressive Hybrid Equity Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Average Average
Asset Size (Cr) ₹4074 Cr ₹214 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

Trailing Lumpsum Returns

Scheme Name Tata Aggressive Hybrid Fund- Regular Plan - Growth Option PGIM India Aggressive Hybrid Equity Fund - Growth Option
1 Month 1.84% 2.82%
6 Month 2.71% 4.08%
1 Year 3.48% 7.36%
3 Year 15.29% 16.15%
5 Year 17.61% 15.89%

SIP Return Analysis

Scheme Name Tata Aggressive Hybrid Fund- Regular Plan - Growth Option PGIM India Aggressive Hybrid Equity Fund - Growth Option
6 Month 6.57% 7.24%
1 Year 6.77% 12.37%
3 Year 12.7% 14.45%
5 Year 13.43% 12.67%

Rolling Lumpsum Returns

Scheme Name Tata Aggressive Hybrid Fund- Regular Plan - Growth Option PGIM India Aggressive Hybrid Equity Fund - Growth Option
1 Year 11.37% 11.67%
3 Year 13.58% 10.13%
5 Year 13.94% 10.27%

Risk Management

Scheme Name Tata Aggressive Hybrid Fund- Regular Plan - Growth Option PGIM India Aggressive Hybrid Equity Fund - Growth Option
Standard Deviation 9.21% 9.46%
Sharp 0.75% 0.73%
Beta 1.09% 0.90%
Alpha -0.22% -0.06%

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Fund Managers

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

Market Cap

Scheme Name

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

PGIM India Aggressive Hybrid Equity Fund - Growth Option

Others 26.65 32.95
Large Cap 58.39 47.3
Mid Cap 7.36 11.27
Small Cap 7.6 8.48

Sector Allocation

Scheme Name

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

PGIM India Aggressive Hybrid Equity Fund - Growth Option

Others 26.65 32.95
Petroleum Products 6.16 -
IT - Software 4.82 -
Personal Products 0.85 -
Construction 4.25 -
Diversified FMCG 3.17 -
Banks 20.42 -
Pharmaceuticals & Biotechnology 4.51 -
Automobiles 3.82 -
Telecom - Services 5.47 -
Beverages 2.21 -
Industrial Products 1.26 -
Realty 0.74 -
Gas 0.81 -
Transport Services 0.39 -
Auto Components 1.41 -
Finance 3.44 -
Cement & Cement Products 2.5 -
Transport Infrastructure 1.51 -
Fertilizers & Agrochemicals 2.03 -
Power 1.75 -
Insurance 0.93 -
Retailing 0.9 -
Energy - 4.82
Technology - 11.68
Industrials - 8.46
Healthcare - 5.97
Financial Services - 20.2
Consumer Cyclical - 4.28
Basic Materials - 4.46
Consumer Defensive - 3.29
Communication Services - 3.88

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