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Tata Hybrid Equity Fund vs Nippon India Equity Hybrid Fund compare

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tortoise-icon Nippon India Equity Hybrid Fund - Growth Plan

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tortoise-icon Tata Hybrid Equity 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 Nippon India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
Fund Nippon India Equity Hybrid 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) ₹3712 Cr ₹3997 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹1000
Launch Date 08 Jun 2005 05 Jan 1996
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI CRISIL Hybrid 35+65 Aggressive Index
Turn Over 40% 4.76%
Expense Ratio 1.97 1.92
Manager Sushil Budhia Murthy Nagarajan
ISIN Code INF204K01FW1 INF277K01303
Exits Load Nippon India Equity Hybrid 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 Nippon India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month 5.45% 4.49%
6 Month 3.71% 2.02%
1 Year 10.46% 7.46%
3 Year 18.72% 15.38%
5 Year 22.67% 19.46%

SIP Return Analysis

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month 5.58% 4.14%
1 Year 7.4% 3.35%
3 Year 16.44% 12.36%
5 Year 16.63% 13.36%

Rolling Lumpsum Returns

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year 11.83% 11.66%
3 Year 12.47% 13.65%
5 Year 12.93% 13.89%

Risk Management

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation 9.02% 9.21%
Sharp 0.83% 0.6%
Beta 1.06% 1.09%
Alpha 2.39% -0.13%

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Fund Managers

Scheme Name Nippon India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option
Name Sushil Budhia Murthy Nagarajan
Total AUM ₹29447 Cr ₹18015 Cr
Funds Managed 11 11
Nippon India Equity Hybrid Fund - Growth Plan Tata Hybrid Equity Fund- Regular Plan - Growth Option

Market Cap

Scheme Name

Nippon India Equity Hybrid Fund - Growth Plan

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 27.29 26.52
Large Cap 53.88 57.95
Small Cap 8.54 7.73
Mid Cap 10.59 7.8

Sector Allocation

Scheme Name

Nippon India Equity Hybrid Fund - Growth Plan

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Others 23.08 26.52
Telecom - Services 3.64 5.22
Petroleum Products 3.02 5.7
Electrical Equipment 1.03 -
IT - Software 6.07 5.14
Construction 3.36 4.47
Finance 2.99 2.63
Consumer Durables 2.01 -
Retailing 1.49 0.86
Diversified FMCG 2.02 3.11
Banks 17.18 20.96
Pharmaceuticals & Biotechnology 3.6 4.52
Cement & Cement Products 0.1 2.51
Healthcare Services 1.95 -
Aerospace & Defense 1.05 -
Ferrous Metals 2.77 -
Capital Markets 1.91 -
Realty 2.31 1.36
Transport Infrastructure 2.65 1.53
Automobiles 4.17 4.48
Insurance 1.67 0.87
Industrial Products 1.13 1.36
Transport Services 1.4 0.37
Beverages 1.88 2.32
Power 3.83 1.71
Leisure Services 1.01 -
Financial Technology (Fintech) 0.71 -
Auto Components 1.01 0.77
Consumable Fuels 0.76 -
Industrial Manufacturing 0.45 -
Commercial Services & Supplies 0.05 -
Personal Products - 0.9
Gas - 0.74
Fertilizers & Agrochemicals - 1.95

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