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Tata Hybrid Equity Fund vs Canara Robeco Equity Hybrid Fund compare

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

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

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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) ₹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%

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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

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