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) | ₹4011 Cr | ₹10946 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 | 2.06% | 1.57% |
6 Month | 10.3% | 12.84% |
1 Year | -2.38% | 1.01% |
3 Year | 10.89% | 12.92% |
5 Year | 15.74% | 15.55% |
SIP Return Analysis
Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 2.36% | 2.79% |
1 Year | 6.36% | 9.67% |
3 Year | 10.3% | 13.28% |
5 Year | 11.51% | 12.81% |
Rolling Lumpsum Returns
Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.2% | 11.91% |
3 Year | 13.63% | 14.29% |
5 Year | 14% | 15.02% |
Risk Management
Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 9.21% | 9.11% |
Sharp | 0.52% | 0.71% |
Beta | 0.1% | 0.12% |
Alpha | 4.47% | 6.04% |
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 | 27.95 | 30.09 |
Large Cap | 53.5 | 49.23 |
Small Cap | 9.99 | 7.43 |
Mid Cap | 8.56 | 13.26 |
Sector Allocation
Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 27.95 | 28.15 |
Energy | 4.93 | 4.79 |
Technology | 4.44 | 4.95 |
Consumer Defensive | 9.47 | 4.5 |
Industrials | 7.48 | 8.2 |
Financial Services | 19.62 | 25.99 |
Healthcare | 4.76 | 3.81 |
Basic Materials | 5.76 | 3.69 |
Consumer Cyclical | 6.8 | 9.89 |
Communication Services | 5.55 | 2.88 |
Real Estate | 0.91 | 0.94 |
Utilities | 2.34 | 2.22 |
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