Tata Hybrid Equity Fund vs Canara Robeco Equity Hybrid Fund compare
Tata Hybrid Equity Fund- Regular Plan - Growth Option
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
Chart Comparison
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) | ₹3997 Cr | ₹10444 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 | 1.73 |
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 Hybrid Equity Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.99% | 2.32% |
6 Month | -2.21% | -0.03% |
1 Year | 3.46% | 7.57% |
3 Year | 15.28% | 16.96% |
5 Year | 17.84% | 17.75% |
SIP Return Analysis
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.59% | 6.98% |
1 Year | 2.65% | 8.31% |
3 Year | 11.27% | 14.68% |
5 Year | 12.6% | 13.94% |
Rolling Lumpsum Returns
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 11.37% | 12.05% |
3 Year | 13.58% | 14.21% |
5 Year | 13.94% | 14.98% |
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 | 0.75% | 0.86% |
Beta | 1.09% | 1.09% |
Alpha | -0.22% | 0.94% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Funds Managed | 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 |
---|---|---|
Others | 26.65 | 27.9 |
Large Cap | 58.39 | 51.9 |
Mid Cap | 7.36 | 12.58 |
Small Cap | 7.6 | 7.21 |
Sector Allocation
Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option |
---|---|---|
Others | 26.65 | 27.9 |
Petroleum Products | 6.16 | 3.46 |
IT - Software | 4.82 | 5 |
Personal Products | 0.85 | 0.8 |
Construction | 4.25 | 2.28 |
Diversified FMCG | 3.17 | 1.24 |
Banks | 20.42 | 15.32 |
Pharmaceuticals & Biotechnology | 4.51 | 3.7 |
Automobiles | 3.82 | 2.56 |
Telecom - Services | 5.47 | 2.45 |
Beverages | 2.21 | 1.69 |
Industrial Products | 1.26 | 0.83 |
Realty | 0.74 | 0.98 |
Gas | 0.81 | - |
Transport Services | 0.39 | 1.06 |
Auto Components | 1.41 | 3.15 |
Finance | 3.44 | 6.28 |
Cement & Cement Products | 2.5 | 1.4 |
Transport Infrastructure | 1.51 | - |
Fertilizers & Agrochemicals | 2.03 | 0.44 |
Power | 1.75 | 2.37 |
Insurance | 0.93 | 2.57 |
Retailing | 0.9 | 2.48 |
Capital Markets | - | 1.61 |
Healthcare Services | - | 1 |
Chemicals & Petrochemicals | - | 1.79 |
Electrical Equipment | - | 2.14 |
Entertainment | - | 0.44 |
Consumer Durables | - | 1.66 |
Aerospace & Defense | - | 0.77 |
Oil | - | 0.35 |
Leisure Services | - | 0.06 |
Consumable Fuels | - | 1.15 |
Household Products | - | 0.66 |
Top Comparisons
HDFC Dividend Yield Fund - Growth Plan
3Y Returns23.25%
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan
3Y Returns25.14%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns14.64%
Quant ESG Equity Fund Regular - Growth
3Y Returns22.57%
ITI Banking and Financial Services Fund Regular - Growth
3Y Returns18.3%
ICICI Prudential Banking and Financial Services Fund - Growth
3Y Returns21.06%
ICICI Prudential Thematic Advantage Fund (FOF) - Growth
3Y Returns23.17%
Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth
3Y Returns19.39%