Compare HDFC Hybrid Equity Fund Direct Plan Growth vs Tata Hybrid Equity Fund Direct Plan Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
HDFC Hybrid Equity Fund Direct Plan GrowthHybrid
Aggressive Hybrid
4.0
INVEST NOW
Tata Hybrid Equity Fund Direct Plan GrowthHybrid
Aggressive Hybrid
3.0
INVEST NOW
Add a fund

HDFC Hybrid Equity Fund Direct Plan Growth

(15.1%)

Tata Hybrid Equity Fund Direct Plan Growth

(11.6%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	₹100	₹150	-
Expense Ratio	1.08%	0.99%	-
NAV	₹101.7 (22-Sep-2023)	₹385.7 (22-Sep-2023)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹20,789Cr	₹3,387Cr	-
Exit Load	For more than 15% of investments 1% will be charged if redeemed within 1 year	For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.	-

Returns

1Y
15.1%
11.6%
-
3Y
23.3%
20.7%
-
5Y
14.0%
12.5%
-

Pros & Cons

Pros
1. Lower expense ratio: 1.08%2. Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality3. Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y4. Higher alpha: 4.63
The fund has generated returns higher than benchmark - NIFTY 50 Hybrid Composite Debt 65:35 Index - in the last 3Y 
1. Lower expense ratio: 0.99%2. Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality3. 3Y, 5Y and 10Y annualised returns higher than category average4. Higher alpha: 2.95
The fund has generated returns higher than benchmark - CRISIL Hybrid 35+65 Aggressive Index - in the last 3Y 
-

Cons
Found nothing so far.
1. 1Y annualised returns lower than category average by 0.94%
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
8.3%
GOI
7.2%
ICICI Bank Ltd.
6.7%
ITC Ltd.
4.8%
Reliance Industries Ltd.
4.3%
Larsen & Toubro Ltd.
4.0%
Infosys Ltd.
3.6%
Axis Bank Ltd.
3.4%
State Bank of India
3.4%
National Bank For Agriculture & Rural Development
2.9%
Name
Assets
HDFC Bank Ltd.
9.0%
State Bank of India
6.6%
Reliance Industries Ltd.
6.3%
ICICI Bank Ltd.
4.3%
Tata Consultancy Services Ltd.
4.3%
ITC Ltd.
3.6%
Bharti Airtel Ltd.
3.6%
Larsen & Toubro Ltd.
3.5%
Infosys Ltd.
3.1%
Varun Beverages Ltd.
2.9%
-

Fund Manager

Name
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

Description
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
10 Dec 1999
30 Jun 1995
-
Custodian
NA
HDFC Bank
-
Registrar & Transfer Agent
Cams
Cams
-

Popular Comparisons

Motilal Oswal Multicap 35 Fund - Direct - Growth
Vs
SBI Flexicap Fund Direct Growth
Axis Bluechip Fund - Direct - Growth
Vs
SBI Bluechip Fund - Direct - Growth
HDFC Small Cap Fund - Direct - Growth
Vs
HSBC Small Cap Fund Direct Growth

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Contact Us
PRODUCTS
StocksFutures & OptionsMutual FundsCredit
GROWW
About UsPricingBlogMedia & PressCareersHelp and Support
QUICK LINKS
AMC Mutual FundsCalculatorsGlossaryOpen Demat AccountGroww DigestSitemap
ⓒ 2016-2023 Groww. All rights reserved, Built with ♥in India

Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

HDFC Hybrid Equity Fund Direct Plan Growth

Tata Hybrid Equity Fund Direct Plan Growth

Add a fund

HDFC Hybrid Equity Fund Direct Plan Growth

Tata Hybrid Equity Fund Direct Plan Growth

1. Lower expense ratio: 1.08%

2. Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

3. Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

4. Higher alpha: 4.63 The fund has generated returns higher than benchmark - NIFTY 50 Hybrid Composite Debt 65:35 Index - in the last 3Y

1. Lower expense ratio: 0.99%

2. Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

3. 3Y, 5Y and 10Y annualised returns higher than category average

4. Higher alpha: 2.95 The fund has generated returns higher than benchmark - CRISIL Hybrid 35+65 Aggressive Index - in the last 3Y

Found nothing so far.

1. 1Y annualised returns lower than category average by 0.94%

Holding Analysis

Top Holdings

Popular Comparisons