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Tata Hybrid Equity Fund vs Nippon India Equity Hybrid Fund compare

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tortoise-icon Nippon India Aggressive Hybrid Fund - Regular - Growth

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tortoise-icon 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 Nippon India Aggressive Hybrid Fund - Regular - Growth Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Fund Nippon India Aggressive Hybrid Fund - Regular - Growth Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Average Average
Asset Size (Cr) ₹3960 Cr ₹4025 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 Aggressive Hybrid Fund - Regular - Growth Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Month 2.12% 3.02%
6 Month 6.66% 5.6%
1 Year 5.37% 3.06%
3 Year 15.29% 11.75%
5 Year 19.33% 16.13%

SIP Return Analysis

Scheme Name Nippon India Aggressive Hybrid Fund - Regular - Growth Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
6 Month 0.96% 0.3%
1 Year 8.18% 4.91%
3 Year 12.41% 8.78%
5 Year 13.64% 10.46%

Rolling Lumpsum Returns

Scheme Name Nippon India Aggressive Hybrid Fund - Regular - Growth Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Year 11.02% 11.1%
3 Year 13.01% 13.58%
5 Year 13.15% 14.04%

Risk Management

Scheme Name Nippon India Aggressive Hybrid Fund - Regular - Growth Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Standard Deviation 9.03% 9.80%
Sharp 0.91% 0.52%
Beta 1.02% 1.12%
Alpha 1.87% -1.80%

Fund Managers

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

Market Cap

Scheme Name

Nippon India Aggressive Hybrid Fund - Regular - Growth

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Others 32.1 29.22
Large Cap 48.52 52.27
Small Cap 8.13 11.8
Mid Cap 11.25 6.71

Sector Allocation

Scheme Name

Nippon India Aggressive Hybrid Fund - Regular - Growth

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Others 23.22 27.5
Communication Services 3.97 5.5
Energy 3.72 5.61
Industrials 9.5 7.33
Technology 7.11 4.66
Financial Services 23.6 18.81
Consumer Cyclical 9.21 8.44
Consumer Defensive 3.45 8.99
Healthcare 4.91 4.18
Basic Materials 3.25 6.4
Real Estate 3.55 0.87
Utilities 4.51 1.71

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