Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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) ₹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 2.29% 2.94%
6 Month -2.5% -1.23%
1 Year 5.45% 8.83%
3 Year 12.45% 13.12%
5 Year 17.67% 17.17%

SIP Return Analysis

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
6 Month 1.08% 2.24%
1 Year -2.35% 1.28%
3 Year 11.12% 13.65%
5 Year 12.9% 13.57%

Rolling Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
1 Year 11.66% 12.23%
3 Year 13.65% 14.28%
5 Year 13.89% 14.95%

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 0.39% 0.39%
Beta 1.08% 1.09%
Alpha 0.79% 0.74%

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
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 25.02 30.52
Large Cap 58.6 50.42
Mid Cap 8.68 12.17
Small Cap 7.7 6.89

Sector Allocation

Scheme Name

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

Others 25.02 30.47
Energy 5.66 4.82
Technology 6.42 5.58
Consumer Defensive 6.08 4.73
Industrials 7.51 6.98
Healthcare 5.33 4.33
Financial Services 23.83 24.25
Real Estate 1.34 0.98
Consumer Cyclical 7.56 9.13
Communication Services 4.96 2.75
Utilities 2.16 2.35
Basic Materials 4.14 3.63

Top Comparisons

Nippon India Small Cap Fund - Growth Plan - Bonus Option Nippon India Small Cap Fund - Growth Plan - Bonus Option

3Y Returns27.3%

VS

HSBC Small Cap Fund Regular Growth HSBC Small Cap Fund Regular Growth

3Y Returns17.64%

Compare Now

ICICI Prudential Bond Fund - Growth ICICI Prudential Bond Fund - Growth

3Y Returns8.13%

VS

Kotak Bond Fund (G) Kotak Bond Fund (G)

3Y Returns7.24%

Compare Now

NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option

3Y Returns17.12%

VS

Parag Parikh Tax Saver Fund Regular - Growth Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns18.31%

Compare Now

Nippon India Innovation Fund - Regular (G) Nippon India Innovation Fund - Regular (G)

3Y Returns0%

VS

Sundaram Services Fund Regular Plan - Growth Sundaram Services Fund Regular Plan - Growth

3Y Returns17.36%

Compare Now
Add to Cart Successfully