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

(-2.5%)

Tata Hybrid Equity Fund Direct Plan Growth

(-2.4%)
1Y
3Y
5Y
Fund Details
keyboard_arrow_up
RiskModerately HighModerately High-
Min SIP Amount₹500₹500-
Expense Ratio1.15%0.95%-
NAV₹54.7 (28-Sep-2020)₹221.2 (29-Sep-2020)-
Fund Started01-Jan-201301-Jan-2013-
Fund Size₹17,053Cr₹3,302Cr-
Returns
keyboard_arrow_up
1Y
-2.5%
-2.4%
-
3Y
3.1%
2.5%
-
5Y
8.1%
5.4%
-
Pros & Cons
keyboard_arrow_up
Pros
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_up
Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turn Over
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

keyboard_arrow_up
Top 10 Holdings
Name
Assets
HDFC Bank Ltd.
9.8%
Infosys Ltd.
7.7%
ICICI Bank Ltd.
6.4%
Housing Development Finance Corpn. Ltd.
5.3%
Reliance Industries Ltd.
4.8%
Aurobindo Pharma Ltd.
3.5%
Larsen & Toubro Ltd.
3.1%
ITC Ltd.
3.0%
Tata Sons Ltd.
3.0%
Axis Bank Ltd.
2.2%
Name
Assets
Reliance Industries Ltd.
10.1%
HDFC Bank Ltd.
8.4%
ICICI Bank Ltd.
7.1%
State Bank of India
4.8%
Tata Consultancy Services Ltd.
4.1%
Infosys Ltd.
3.4%
Housing Development Finance Corpn. Ltd.
2.9%
ITC Ltd.
2.8%
Varun Beverages Ltd.
2.7%
Gujarat State Petronet Ltd.
2.5%
-
Fund Manager
keyboard_arrow_up
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
keyboard_arrow_up
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
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