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Home>Mutual Funds>Compare HDFC Hybrid Equity Fund Direct Plan Growth with Tata Hybrid Equity Fund Direct Plan Growth
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Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
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HDFC Hybrid Equity Fund Direct Plan Growth
Hybrid
Aggressive Hybrid
3.0star
INVEST NOW
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Tata Hybrid Equity Fund Direct Plan Growth
Hybrid
Aggressive Hybrid
2.0star
INVEST NOW
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HDFC Hybrid Equity Fund Direct Plan Growth
(51.2%)
Tata Hybrid Equity Fund Direct Plan Growth
(46.7%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Very High | Very High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 1.13% | 1.03% | - |
| NAV | ₹86.3 (27-Oct-2021) | ₹337.8 (27-Oct-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹18,909Cr | ₹3,451Cr | - |
Returns
keyboard_arrow_up1Y
51.2%
46.7%
-
3Y
20.0%
19.1%
-
5Y
14.6%
12.2%
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Pros & Cons
keyboard_arrow_upPros
1. Consistently higher annualised returns than category average for the past 1Y, 3Y and 5Y
2. Lower expense ratio: 1.13%
3. Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
1. 1Y and 3Y annualised returns higher than category average
2. Lower expense ratio: 1.03%
3. Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
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Cons
Found nothing so far.
1. 5Y annualised returns lower than category average by 0.13%
2. Low rating: 2
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Holding Analysis
keyboard_arrow_upTop 5
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Top 20
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P/E
-
-
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P/B
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-
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Turnover
-
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Equity
-
-
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Cash
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-
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Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
ICICI Bank Ltd.
7.1%
HDFC Bank Ltd.
5.9%
Infosys Ltd.
5.5%
Reliance Industries Ltd.
5.1%
Housing Development Finance Corpn. Ltd.
4.5%
Larsen & Toubro Ltd.
4.3%
State Bank of India
3.7%
Bharat Electronics Ltd.
3.5%
ITC Ltd.
3.3%
Axis Bank Ltd.
3.0%
Name
Assets
ICICI Bank Ltd.
8.8%
Reliance Industries Ltd.
8.0%
State Bank of India
6.2%
HDFC Bank Ltd.
5.8%
Tata Consultancy Services Ltd.
5.3%
Infosys Ltd.
4.4%
BASF India Ltd.
4.2%
Housing Development Finance Corpn. Ltd.
3.3%
Bharti Airtel Ltd.
3.0%
ITC Ltd.
2.7%
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Fund Manager
keyboard_arrow_upName
Chirag Setalvad
Murthy Nagarajan
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Education
Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
Mr. Nagarajan is a M.Com, ICWA and PGPMS.
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Experience
Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
Prior to joining Tata AMC he has worked with Quantum AMC as head fixed income, Mirae Asset Global Investment India Ltd..
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About Fund
keyboard_arrow_upDescription
HDFC Mutual Fund started their mutual fund on 30/06/2000 and its managing total assets of ₹2,70,046 Cr. Its ranked at 2 as per total assets at end of 30th Sep 2017.
Tata Mutual Fund started their mutual fund on 30/06/1995 and its managing total assets of ₹44,897 Cr. Its ranked at 13 as per total assets at end of 30th Sep 2017.
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Launch Date
30 Jun 2000
30 Jun 1995
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Custodian
HDFC Bank
HDFC Bank
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Registrar & Transfer Agent
Cams
Cams
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