PGIM India Hybrid Equity Fund vs Tata Hybrid Equity Fund compare

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Tata Aggressive Hybrid 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 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)	₹4025 Cr	₹216 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 Aggressive Hybrid Fund- Regular Plan - Growth Option	PGIM India Aggressive Hybrid Equity Fund - Growth Option
1 Month	2.5%	1.18%
6 Month	4.89%	3.13%
1 Year	5.89%	9.14%
3 Year	11.47%	12.55%
5 Year	14.68%	12.48%

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	PGIM India Aggressive Hybrid Equity Fund - Growth Option
6 Month	2.25%	0.96%
1 Year	9.47%	8.48%
3 Year	10.09%	10.93%
5 Year	11.14%	10.37%

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	PGIM India Aggressive Hybrid Equity Fund - Growth Option
1 Year	12.95%	11.15%
3 Year	14.62%	10.37%
5 Year	15.38%	10.42%

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	PGIM India Aggressive Hybrid Equity Fund - Growth Option
Standard Deviation	9.21%	8.48%
Sharp	0.61%	0.66%
Beta	1.16%	0.88%
Alpha	-1.3%	0.15%

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

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	PGIM India Aggressive Hybrid Equity Fund - Growth Option
Others	29.22	35.31
Large Cap	52.27	46.1
Small Cap	11.8	7.79
Mid Cap	6.71	10.8

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	PGIM India Aggressive Hybrid Equity Fund - Growth Option
Others	27.5	33.44
Energy	5.61	4.99
Technology	4.66	7.07
Consumer Defensive	8.99	3.65
Industrials	7.33	7.95
Financial Services	18.81	21.11
Basic Materials	6.4	2.82
Consumer Cyclical	8.44	8.71
Healthcare	4.18	5.29
Communication Services	5.5	4.31
Real Estate	0.87	0.66
Utilities	1.71	-