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 | 3.06% | 2.29% |
6 Month | -1.12% | -2.5% |
1 Year | 7.67% | 5.45% |
3 Year | 15.11% | 12.45% |
5 Year | 20.91% | 17.67% |
SIP Return Analysis
Scheme Name | Nippon India Equity Hybrid Fund - Growth Plan | Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
6 Month | 1.88% | 1.08% |
1 Year | 0.52% | -2.35% |
3 Year | 14.85% | 11.12% |
5 Year | 16.02% | 12.9% |
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 | 0.6% | 0.39% |
Beta | 1.06% | 1.08% |
Alpha | 2.93% | 0.79% |
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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 | 28.85 | 25.02 |
Large Cap | 51.29 | 58.6 |
Small Cap | 8.96 | 7.7 |
Mid Cap | 10.9 | 8.68 |
Sector Allocation
Scheme Name |
Nippon India Equity Hybrid Fund - Growth Plan |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
---|---|---|
Others | 27.87 | 25.02 |
Communication Services | 3.41 | 4.96 |
Energy | 3.67 | 5.66 |
Technology | 7.87 | 6.42 |
Industrials | 7.56 | 7.51 |
Financial Services | 24.19 | 23.83 |
Consumer Cyclical | 8.17 | 7.56 |
Consumer Defensive | 3.96 | 6.08 |
Healthcare | 5.77 | 5.33 |
Basic Materials | 2.75 | 4.14 |
Real Estate | 1.27 | 1.34 |
Utilities | 3.51 | 2.16 |
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