Tata Hybrid Equity Fund vs Nippon India Equity Hybrid Fund compare

Link copied to clipboard!

Nippon India Equity Hybrid Fund - Growth Plan

Invest Now

Tata Hybrid Equity Fund- Regular Plan - Growth Option

Invest Now

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

Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Month	1.55%	0.99%
6 Month	-1.31%	-2.21%
1 Year	6.12%	3.46%
3 Year	18.76%	15.28%
5 Year	20.76%	17.84%

Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
6 Month	6.03%	4.59%
1 Year	6.46%	2.65%
3 Year	15.2%	11.27%
5 Year	15.81%	12.6%

Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
1 Year	11.44%	11.37%
3 Year	12.76%	13.58%
5 Year	12.98%	13.94%

Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Standard Deviation	9.02%	9.21%
Sharp	1.04%	0.75%
Beta	1.06%	1.09%
Alpha	2.78%	-0.22%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

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

Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	26.86	26.65
Large Cap	54.13	58.39
Small Cap	8.3	7.6
Mid Cap	11.01	7.36

Scheme Name	Nippon India Equity Hybrid Fund - Growth Plan	Tata Hybrid Equity Fund- Regular Plan - Growth Option
Others	22.81	26.65
Telecom - Services	3.79	5.47
Petroleum Products	3.21	6.16
Electrical Equipment	1.03	-
IT - Software	5.76	4.82
Construction	3.11	4.25
Finance	2.87	3.44
Consumer Durables	2.25	-
Retailing	1.61	0.9
Diversified FMCG	1.8	3.17
Banks	17.94	20.42
Pharmaceuticals & Biotechnology	3.43	4.51
Cement & Cement Products	0.11	2.5
Healthcare Services	1.89	-
Aerospace & Defense	1.09	-
Ferrous Metals	2.55	-
Capital Markets	1.82	-
Realty	2.38	0.74
Transport Infrastructure	2.51	1.51
Automobiles	4.26	3.82
Insurance	2.19	0.93
Industrial Products	1.14	1.26
Transport Services	1.43	0.39
Beverages	1.89	2.21
Power	3.72	1.75
Leisure Services	1.06	-
Financial Technology (Fintech)	0.7	-
Consumable Fuels	0.71	-
Auto Components	0.74	1.41
Industrial Manufacturing	0.45	-
Commercial Services & Supplies	0.05	-
Personal Products	-	0.85
Gas	-	0.81
Fertilizers & Agrochemicals	-	2.03