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