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Tata Hybrid Equity Fund vs Canara Robeco Equity Hybrid Fund compare

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tortoise-icon Tata Aggressive Hybrid 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 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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