Home>Mutual Funds>Compare>Compare HDFC Hybrid Equity Fund Direct Plan Growth with Tata Hybrid Equity Fund Direct Plan Growth
Compare Funds
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
cancel
HDFC Hybrid Equity Fund Direct Plan Growth
Hybrid
Aggressive
3.0 star
INVEST NOW
cancel
Tata Hybrid Equity Fund Direct Plan Growth
Hybrid
Aggressive
2.0 star
INVEST NOW
add_circle_outline
Add a fund
HDFC Hybrid Equity Fund Direct Plan Growth
(17.2%)
Tata Hybrid Equity Fund Direct Plan Growth
(14.9%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up| Risk | Moderately High | Moderately High | - |
|---|---|---|---|
| Min SIP Amount | ₹500 | ₹500 | - |
| Expense Ratio | 1.22% | 0.95% | - |
| NAV | ₹68.4 (21-Jan-2021) | ₹270.0 (21-Jan-2021) | - |
| Fund Started | 01-Jan-2013 | 01-Jan-2013 | - |
| Fund Size | ₹17,350Cr | ₹3,375Cr | - |
Returns
keyboard_arrow_up1Y
17.2%
14.9%
-
3Y
7.4%
6.8%
-
5Y
14.1%
11.1%
-
Pros & Cons
keyboard_arrow_upPros
1. 3Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
1. 3Y Returns are higher than the category average returns
-
Cons
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the category average returns
3. 5Y Returns are lower than the category average returns
-
Holding Analysis
keyboard_arrow_upTop 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turn Over
-
-
-
Equity
-
-
-
Cash
-
-
-
Top Holdings
keyboard_arrow_upTop 10 Holdings
Name
Assets
ICICI Bank Ltd.
8.6%
HDFC Bank Ltd.
7.8%
Housing Development Finance Corpn. Ltd.
7.2%
Infosys Ltd.
5.8%
Reliance Industries Ltd.
4.3%
Larsen & Toubro Ltd.
4.2%
Aurobindo Pharma Ltd.
3.6%
ITC Ltd.
3.2%
Tata Sons Ltd.
3.0%
Axis Bank Ltd.
2.7%
Name
Assets
ICICI Bank Ltd.
9.4%
HDFC Bank Ltd.
7.8%
Reliance Industries Ltd.
7.3%
State Bank of India
5.3%
Tata Consultancy Services Ltd.
4.7%
Infosys Ltd.
4.1%
Bharti Airtel Ltd.
3.5%
Housing Development Finance Corpn. Ltd.
3.4%
Varun Beverages Ltd.
2.8%
Gujarat State Petronet Ltd.
2.6%
-
Fund Manager
keyboard_arrow_upName
Chirag Setalvad
Murthy Nagarajan
-
Education
Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
Mr. Nagarajan is a M.Com, ICWA and PGPMS.
-
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..
-
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.
-
Launch Date
30 Jun 2000
30 Jun 1995
-
Custodian
HDFC Bank
HDFC Bank
-
Registrar & Transfer Agent
Cams
Cams
-
Popular Comparisons
Motilal Oswal Multicap 35 Fund - Direct - Growth
17.8%
3Y Returns
VS
SBI Magnum Multi Cap Fund - Direct - Growth
16.3%
3Y Returns
Axis Bluechip Fund - Direct - Growth
17.4%
3Y Returns
VS
SBI Bluechip Fund - Direct - Growth
13.6%
3Y Returns
HDFC Small Cap Fund - Direct - Growth
22.9%
3Y Returns
VS
L&T Emerging Businesses Fund - Direct - Growth
22.4%
3Y Returns
