Tata Hybrid Equity Fund vs Canara Robeco Equity Hybrid Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

Invest Now

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 Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Fund Tata Hybrid Equity Fund- Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3917 Cr ₹10631 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Oct 1995 01 Feb 1993
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% 23%
Expense Ratio 1.93 1.73
Manager Murthy Nagarajan Avnish Jain
ISIN Code INF277K01303 INF760K01050
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit load of 1% will be charged for any redemption more than 10% of units allotted are redeemed within 1 year./365

Trailing Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
1 Month 3.21% 4.44%
6 Month 12.58% 14.1%
1 Year 25.87% 28.39%
3 Year 13.46% 12.86%
5 Year 16.65% 18.24%

SIP Return Analysis

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 11.33% 12.09%
3 Year 26.53% 27.05%
5 Year 51.49% 51.29%

Rolling Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
1 Year 16.58% 16.81%
3 Year 41.09% 39.69%
5 Year 56.19% 55.5%

Risk Management

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Standard Deviation 9.21% 9.11%
Sharp 0.94% 0.86%
Beta 1.02% 1.02%
Alpha 2.49% 1.66%

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 Tata Hybrid Equity Fund- Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Name Murthy Nagarajan Avnish Jain
Total AUM ₹18015 Cr ₹15907 Cr
Fund Manage 11 11
Tata Hybrid Equity Fund- Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

Large Cap 55.94 51.13
Others 25.51 28.28
Mid Cap 11.26 14.3
Small Cap 7.29 6.29

Sector Allocation

Scheme Name

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

Financial 29.11 30.36
Energy 10.78 7.52
Communication 5.94 1.89
Construction 7.14 4.55
Technology 6.06 6.77
Others 5.93 6.37
Consumer Staples 6.55 4.36
Chemicals 4 2.02
Materials 3.08 2.38
Services 5.79 3.69
Sovereign 6.07 9.85
Automobile 3.13 7.06
Healthcare 2.96 2.86
Capital Goods 2.65 6.16
Metals & Mining 0.68 0.71
Insurance 0.13 1.59
Consumer Discretionary - 1.86

Top Comparisons

Kotak Savings Fund -Growth Kotak Savings Fund -Growth

3Y Returns5.72%

VS

Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth

3Y Returns4.73%

Compare Now

Bajaj Finserv Multi Asset Allocation Fund-Reg (G) Bajaj Finserv Multi Asset Allocation Fund-Reg (G)

3Y Returns0%

VS

Tata Nifty Realty Index Fund - Regular (G) Tata Nifty Realty Index Fund - Regular (G)

3Y Returns0%

Compare Now

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns11.07%

VS

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

3Y Returns8.97%

Compare Now

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

3Y Returns18.34%

VS

Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth

3Y Returns11.83%

Compare Now
Request call back
Add to Cart Successfully