Tata Hybrid Equity Fund vs HDFC Hybrid Equity Fund compare

Tata Hybrid Equity Fund vs HDFC Hybrid Equity Fund compare

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HDFC Hybrid Equity Fund - Growth Plan

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Tata Aggressive 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	HDFC Hybrid Equity Fund - Growth Plan	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Fund	HDFC Hybrid Equity Fund - Growth Plan	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹23996 Cr	₹4025 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	06 Apr 2005	05 Jan 1996
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite Debt 65:35	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	15.22%	4.76%
Expense Ratio	1.68	1.92
Manager	Dhruv Muchhal	Murthy Nagarajan
ISIN Code	INF179K01AS4	INF277K01303
Exits Load	HDFC Hybrid Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	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

Trailing Lumpsum Returns

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Month	0.31%	0.13%
6 Month	7.99%	7.84%
1 Year	2.36%	-1.77%
3 Year	13.36%	12.28%
5 Year	16.94%	15.26%

SIP Return Analysis

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
6 Month	0.91%	1.57%
1 Year	8.49%	7.78%
3 Year	10.85%	10.09%
5 Year	12.22%	11.29%

Rolling Lumpsum Returns

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Year	10.1%	11.1%
3 Year	11.92%	13.58%
5 Year	11.75%	14.04%

Risk Management

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Standard Deviation	8.50%	9.21%
Sharp	0.73%	0.59%
Beta	0.96%	0.13%
Alpha	0.32%	5.03%

Fund Managers

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Name	Dhruv Muchhal	Murthy Nagarajan
Total AUM	₹520687 Cr	₹18015 Cr
Funds Managed	40	11
	HDFC Hybrid Equity Fund - Growth Plan	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Market Cap

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	33.09	28.55
Large Cap	49.15	52.09
Small Cap	16.25	11.24
Mid Cap	1.5	8.12

Sector Allocation

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	32	27.44
Energy	5.58	4.91
Technology	7.78	4.87
Consumer Defensive	6.07	9.47
Industrials	9.77	7.72
Financial Services	24.2	18
Healthcare	4.04	4.86
Real Estate	0.87	0.85
Utilities	0.22	1.55
Consumer Cyclical	4.95	8.11
Basic Materials	0.59	6.69
Communication Services	3.93	5.52

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