Tata Hybrid Equity Fund vs Nippon India Equity Hybrid Fund compare
Nippon India Aggressive Hybrid Fund - Regular - Growth
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Chart Comparison
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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