Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Tata Equity PE Fund Regular Plan vs HDFC Capital Builder Value Fund compare

Link copied to clipboard!

tortoise-icon HDFC Value Fund - Growth Plan

Invest Now

tortoise-icon Tata Equity PE Fund Regular Plan -(Growth Option)

Invest Now

Chart Comparison

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

Overview

Scheme Name HDFC Value Fund - Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
Fund HDFC Value Fund - Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹6950 Cr ₹8068 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 01 Feb 1994 29 Jun 2004
Category Value Value
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 4.74% 48.01%
Expense Ratio 1.84 1.79
Manager Dhruv Muchhal Amey Sathe
ISIN Code INF179K01426 INF277K01451
Exits Load HDFC Capital Builder Value Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Tata Equity PE 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 HDFC Value Fund - Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
1 Month 6.73% 4.67%
6 Month 3.52% -1.01%
1 Year 12.48% 5.09%
3 Year 22.75% 23.37%
5 Year 27.74% 25.95%

SIP Return Analysis

Scheme Name HDFC Value Fund - Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
6 Month 6.74% 4.64%
1 Year 6.29% -1.37%
3 Year 20.69% 19.37%
5 Year 20.23% 19.74%

Rolling Lumpsum Returns

Scheme Name HDFC Value Fund - Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
1 Year 14.89% 17.28%
3 Year 15.26% 16.64%
5 Year 14.67% 14.99%

Risk Management

Scheme Name HDFC Value Fund - Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
Standard Deviation 14.249% 12.45%
Sharp 0.598% 0.86%
Beta 0.965% 0.97%
Alpha 2.056% 3.52%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Value Fund - Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)
Name Dhruv Muchhal Amey Sathe
Total AUM ₹520687 Cr ₹11910 Cr
Funds Managed 40 4
HDFC Value Fund - Growth Plan Tata Equity PE Fund Regular Plan -(Growth Option)

Market Cap

Scheme Name

HDFC Value Fund - Growth Plan

Tata Equity PE Fund Regular Plan -(Growth Option)

Others 1.55 5.92
Large Cap 67.83 59.79
Mid Cap 13.77 13.14
Small Cap 16.85 21.15

Sector Allocation

Scheme Name

HDFC Value Fund - Growth Plan

Tata Equity PE Fund Regular Plan -(Growth Option)

Others 1.55 5.92
Communication Services 4.97 -
Technology 12.29 -
Consumer Defensive 8.24 -
Industrials 8.53 -
Consumer Cyclical 9.82 -
Healthcare 9.02 -
Energy 2.31 -
Financial Services 31.78 -
Basic Materials 2.97 -
Utilities 4.93 -
Real Estate 3.59 -
Cement & Cement Products - 1.25
Petroleum Products - 4.87
Textiles & Apparels - 1.16
Banks - 20.12
IT - Software - 6.43
Leisure Services - 0.6
Pharmaceuticals & Biotechnology - 4.97
Consumer Durables - 1.28
Capital Markets - 7.17
Telecom - Services - 2.97
Finance - 12.19
Diversified FMCG - 3.32
Automobiles - 3.46
Gas - 0.92
Oil - 1.21
Realty - 1.33
Entertainment - 1.58
Auto Components - 1.44
Industrial Products - 0.78
Consumable Fuels - 4.79
Minerals & Mining - 1.09
Power - 5.65
Retailing - 1.68
Beverages - 3.82

Top Comparisons

Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option

3Y Returns9.76%

VS

SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth

3Y Returns8.99%

Compare Now

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

3Y Returns18.52%

VS

Sundaram Large and Midcap Fund Regular Plan - Growth Sundaram Large and Midcap Fund Regular Plan - Growth

3Y Returns19.54%

Compare Now

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns14.56%

VS

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns14.56%

Compare Now

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.92%

VS

Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option

3Y Returns6.34%

Compare Now
Add to Cart Successfully