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 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 Hybrid Equity Fund- Regular Plan - Growth Option	PGIM India Aggressive Hybrid Equity Fund - Growth Option
Fund	Tata Hybrid Equity Fund- Regular Plan - Growth Option	PGIM India Aggressive Hybrid Equity Fund - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
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 Aggressive Hybrid Equity Fund - Growth Option
1 Month	0.99%	-0.17%
6 Month	-2.21%	-1.32%
1 Year	3.46%	6.74%
3 Year	15.28%	15.21%
5 Year	17.84%	15.89%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	PGIM India Aggressive Hybrid Equity Fund - Growth Option
6 Month	4.59%	4.16%
1 Year	2.65%	5.89%
3 Year	11.27%	12.33%
5 Year	12.6%	11.46%

Scheme Name	Tata Hybrid Equity 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%

Scheme Name	Tata Hybrid Equity Fund- Regular Plan - Growth Option	PGIM India Aggressive Hybrid Equity Fund - Growth Option
Standard Deviation	9.21%	9.745%
Sharp	0.75%	0.358%
Beta	1.09%	0.94%
Alpha	-0.22%	-0.447%

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Scheme Name	Tata Hybrid Equity 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 Hybrid Equity Fund- Regular Plan - Growth Option	PGIM India Aggressive Hybrid Equity Fund - Growth Option

Scheme Name	Tata Hybrid Equity 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

Scheme Name	Tata Hybrid Equity 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