Tata Hybrid Equity Fund vs Canara Robeco Equity Hybrid Fund compare
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹4025 Cr | ₹11073 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Jan 1996 | 20 Mar 1998 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index | CRISIL Hybrid 35+65 Aggressive Index |
| Turn Over | 4.76% | 23% |
| Expense Ratio | 1.92 | 1.72 |
| Manager | Murthy Nagarajan | Avnish Jain |
| ISIN Code | INF277K01303 | INF760K01050 |
| 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 | Canara Robeco Equity Hybrid 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 | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 3.02% | 2.37% |
| 6 Month | 5.6% | 6.75% |
| 1 Year | 3.06% | 5.22% |
| 3 Year | 11.75% | 13.69% |
| 5 Year | 16.13% | 15.75% |
SIP Return Analysis
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.04% | 0.4% |
| 1 Year | 4.47% | 7.6% |
| 3 Year | 8.52% | 11.52% |
| 5 Year | 10.37% | 11.81% |
Rolling Lumpsum Returns
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 11.1% | 11.81% |
| 3 Year | 13.58% | 14.23% |
| 5 Year | 14.04% | 15.05% |
Risk Management
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 9.80% | 9.38% |
| Sharp | 0.52% | 0.73% |
| Beta | 1.12% | 1.06% |
| Alpha | -1.80% | 0.21% |
Fund Managers
| Scheme Name | Tata Aggressive Hybrid 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 |
| Funds Managed | 11 | 11 |
| Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 29.22 | 31.44 |
| Large Cap | 52.27 | 48.94 |
| Small Cap | 11.8 | 7.09 |
| Mid Cap | 6.71 | 12.52 |
Sector Allocation
| Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 27.5 | 29.02 |
| Energy | 5.61 | 4.44 |
| Technology | 4.66 | 5.14 |
| Consumer Defensive | 8.99 | 4.67 |
| Industrials | 7.33 | 7.7 |
| Financial Services | 18.81 | 25.21 |
| Basic Materials | 6.4 | 3.23 |
| Consumer Cyclical | 8.44 | 10.54 |
| Healthcare | 4.18 | 3.46 |
| Communication Services | 5.5 | 3.46 |
| Real Estate | 0.87 | 0.91 |
| Utilities | 1.71 | 2.23 |
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