Tata Hybrid Equity Fund vs HDFC Hybrid Equity Fund compare

HDFC Hybrid Equity Fund - Growth Plan

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Tata Hybrid Equity Fund- Regular Plan - Growth Option

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Overview

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Fund	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹24068 Cr	₹4137 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

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month	-5.57%	-5.41%
6 Month	-3.18%	-3.39%
1 Year	8.75%	9.99%
3 Year	10.56%	9.84%
5 Year	14.59%	13.37%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month	-	-
1 Year	4.51%	3.45%
3 Year	13.27%	13.19%
5 Year	15.5%	14.65%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year	10.55%	11.52%
3 Year	11.64%	13.77%
5 Year	11.39%	13.84%

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation	8.51%	9.21%
Sharp	0.99%	0.56%
Beta	0.92%	1.01%
Alpha	2.76%	2.4%

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

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	31.05	26.31
Large Cap	48.51	54.47
Mid Cap	3.76	10.31
Small Cap	16.68	8.91

Scheme Name	HDFC Hybrid Equity Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	31.05	26.31
Petroleum Products	5.85	5.67
IT - Software	5.43	6.28
Personal Products	1.8	0.91
Construction	7.91	4.55
Banks	22.73	16.8
Pharmaceuticals & Biotechnology	2.98	4.41
Realty	0.79	1.8
Power	1.55	2.9
Automobiles	0.45	2.11
Healthcare Services	1.85	1.33
Finance	0.55	1.03
Consumer Durables	0.09	-
Diversified FMCG	3.8	3.42
Media	0.09	-
Fertilizers & Agrochemicals	0.36	2.42
Auto Components	1.14	1.07
Transport Services	0.29	0.48
Telecom - Services	4.02	5.72
Industrial Manufacturing	0.68	-
Industrial Products	2.02	1.48
Textiles & Apparels	0.7	-
Beverages	1.45	2.45
Commercial Services & Supplies	1.31	-
Leisure Services	1.11	-
Gas	-	0.94
Cement & Cement Products	-	2.77
Transport Infrastructure	-	1.86
Retailing	-	2.42
Insurance	-	0.87