Tata Hybrid Equity Fund

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Fund Performance Analysis

Tata Hybrid Equity Fund Analysis

Bmsmoney Aggressive Hybrid Fund Category Rank: 3

Tata Hybrid Equity Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
-1.11
-1.17
Yes
No
No
15/27 -6.18 / 0.31
1M Rolling Return %
-0.08
-0.15
Yes
No
No
11/27 -1.05 / 0.55
3M Return %
-0.35
-1.03
Yes
No
No
8/27 -7.00 / 1.73
3M Rolling Return %
1.83
0.60
Yes
Yes
No
4/26 -1.90 / 3.11
6M Return %
3.37
2.20
Yes
No
No
9/27 -2.78 / 7.09
6M Rolling Return %
2.45
0.72
Yes
Yes
No
4/26 -2.98 / 5.29
1Y Return %
5.45
2.05
Yes
Yes
No
5/26 -4.92 / 7.10
1Y Rolling Return %
18.51
18.85
No
No
No
10/25 11.11 / 38.75
3Y Return %
13.54
12.99
Yes
No
No
9/25 6.66 / 27.86
3Y Rolling Return %
12.64
13.94
No
No
No
14/20 6.71 / 27.23
5Y Return %
8.95
9.23
No
No
No
12/20 4.72 / 17.29
Standard Deviation
16.88
17.37
Yes
No
No
12/25 14.76 / 22.69
Semi Deviation
13.08
13.59
Yes
No
No
9/25 11.36 / 19.32
Max Drawdown
-21.61
-21.80
Yes
No
No
16/25 -34.70 / -16.27
VaR 1 Y
-14.93
-13.44
No
No
Yes
21/25 -18.65 / -9.98
Average Drawdown
-5.67
-7.37
Yes
Yes
No
4/25 -11.59 / -5.27
Sharpe Ratio
0.41
0.37
Yes
No
No
10/25 0.02 / 1.21
Sterling Ratio
0.44
0.43
Yes
No
No
9/25 0.20 / 0.95
Sortino Ratio
0.20
0.18
Yes
No
No
10/25 0.04 / 0.54
Jensen Alpha
-0.41
-2.03
Yes
No
No
7/20 -11.59 / 14.26
Treynor Ratio
0.07
0.06
Yes
No
No
6/20 0.00 / 0.20
Modigliani Square measure
14.09
11.75
Yes
No
No
6/20 6.08 / 24.44
Active Return
-0.02
-0.02
Yes
No
No
8/20 -0.08 / 0.17
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Feb. 7, 2023.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2022 KPIs: Key Performance Indicators

Tata Hybrid Equity Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Tata Hybrid Equity Fund

Top Performing Funds in Aggressive Hybrid Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Canara Robeco Equity Hybrid Fund

5 The Canara Robeco Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has eight KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Canara Robeco Equity Hybrid Fund performance snapshot section. 1.08% 12.77% -16.27% -9.98% 0.44 0.20 0.49

Edelweiss Aggressive Hybrid Fund

2 The Edelweiss Aggressive Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 13 KPIs that are in top quartile. The fund has 57% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Edelweiss Aggressive Hybrid Fund performance snapshot section. 5.67% 14.46% -21.18% -11.64% 0.45 0.21 0.50

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

1 The Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 14 KPIs that are in top quartile. The fund has 67% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana performance snapshot section. 1.84% 15.47% -19.33% -11.96% 0.53 0.24 0.48

Quant Absolute Fund

4 The Quant Absolute Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 15 KPIs that are in top quartile. The fund has 65% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Quant Absolute Fund performance snapshot section. 4.72% 27.86% -21.56% -14.66% 1.21 0.54 0.48

Tata Hybrid Equity Fund

3 The Tata Hybrid Equity Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has four KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Tata Hybrid Equity Fund performance snapshot section. 5.45% 13.54% -21.61% -14.93% 0.41 0.20 0.48

Tata Hybrid Equity Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
-1.02
-1.06
Yes
No
No
15/27 -6.05 / 0.41
1M Rolling Return %
-0.01
-0.04
Yes
No
No
14/27 -0.94 / 0.65
3M Return %
-0.12
-0.73
Yes
No
No
9/27 -6.64 / 2.16
3M Rolling Return %
2.08
0.90
Yes
Yes
No
4/26 -1.56 / 3.25
6M Return %
3.88
2.84
Yes
No
No
9/27 -2.12 / 7.78
6M Rolling Return %
2.93
1.34
Yes
Yes
No
5/26 -2.20 / 5.74
1Y Return %
6.46
3.30
Yes
Yes
No
6/26 -3.69 / 8.20
1Y Rolling Return %
19.79
20.23
No
No
No
11/25 12.45 / 39.10
3Y Return %
14.67
14.34
Yes
No
No
9/25 7.91 / 29.06
3Y Rolling Return %
13.78
15.15
No
No
No
14/20 7.54 / 28.28
5Y Return %
10.18
10.43
No
No
No
11/20 5.64 / 18.41
Standard Deviation
16.88
17.37
Yes
No
No
12/25 14.76 / 22.69
Semi Deviation
13.08
13.59
Yes
No
No
9/25 11.36 / 19.32
Max Drawdown
-21.61
-21.80
Yes
No
No
16/25 -34.70 / -16.27
VaR 1 Y
-14.93
-13.44
No
No
Yes
21/25 -18.65 / -9.98
Average Drawdown
-5.67
-7.37
Yes
Yes
No
4/25 -11.59 / -5.27
Sharpe Ratio
0.41
0.37
Yes
No
No
10/25 0.02 / 1.21
Sterling Ratio
0.44
0.43
Yes
No
No
9/25 0.20 / 0.95
Sortino Ratio
0.20
0.18
Yes
No
No
10/25 0.04 / 0.54
Jensen Alpha
-0.41
-2.03
Yes
No
No
7/20 -11.59 / 14.26
Treynor Ratio
0.07
0.06
Yes
No
No
6/20 0.00 / 0.20
Modigliani Square measure
14.09
11.75
Yes
No
No
6/20 6.08 / 24.44
Active Return
-0.02
-0.02
Yes
No
No
8/20 -0.08 / 0.17
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Feb. 7, 2023.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2022 KPIs: Key Performance Indicators

Tata Hybrid Equity Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % -1.11% -1.02%
1M Rolling Return % -0.08% -0.01%
3M Return % -0.35% -0.12%
3M Rolling Return % 1.83% 2.08%
6M Return % 3.37% 3.88%
6M Rolling Return % 2.45% 2.93%
1Y Return % 5.45% 6.46%
1Y Rolling Return % 18.51% 19.79%
3Y Return % 13.54% 14.67%
3Y Rolling Return % 12.64% 13.78%
5Y Return % 8.95% 10.18%
Standard Deviation 16.88% 16.88%
Semi Deviation 13.08% 13.08%
Max Drawdown -21.61% -21.61%
VaR 1 Y -14.93% -14.93%
Average Drawdown -5.67% -5.67%
Sharpe Ratio 0.41% 0.41%
Sterling Ratio 0.44% 0.44%
Sortino Ratio 0.20% 0.20%
Jensen Alpha -0.41% -0.41%
Treynor Ratio 0.07% 0.07%
Modigliani Square measure 14.09% 14.09%
Active Return -0.02% -0.02%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Tata Hybrid Equity Fund Expected Return

Investment Period Mini. Possible Return
in Investment Period
Max. Possible Return
in Investment Period
Expected Return
in Investment Period
Loss Probability
in Investment Period
10 Year 6.65% 17.74% 12.07% 0.00%
One Year -45.78% 86.59% 13.66% 15.36%
Three Year -4.31% 42.93% 12.25% 1.11%
Five Year 1.50% 34.79% 12.42% 0.00%
Seven Year 5.68% 23.52% 11.72% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Aggressive Hybrid Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Axis Equity Hybrid Fund

0.14
1
0.82
8
-1.61
24
-3.23
26
-2.78
27
-4.92
26
8.91
22

Dsp Equity & Bond Fund

0.05
2
1.38
1
0.31
1
-0.27
7
1.17
18
-1.07
22
10.82
14
9.66
9

Jm Equity Hybrid Fund

0.03
3
1.08
3
-0.90
12
1.25
2
7.09
1
7.10
1
19.94
3
9.74
8

Pgim India Hybrid Equity Fund

0.02
4
0.88
6
-0.33
5
1.73
1
4.56
5
0.03
20
9.68
19
6.95
16

Tata Hybrid Equity Fund

0.00
5
1.02
4
-1.11
15
-0.35
8
3.37
9
5.45
5
13.54
9
8.95
12

Navi Equity Hybrid Fund

-0.02
6
0.67
11
-0.79
10
-0.35
9
2.69
12
1.99
12
9.28
21

Kotak Equity Hybrid Fund

-0.09
7
0.64
12
-0.93
14
-0.86
12
2.91
11
3.91
9
15.11
7
11.07
3

Hdfc Hybrid Equity Fund

-0.14
8
0.88
7
-0.39
6
0.76
3
5.64
2
6.89
2
15.75
5
8.69
13

Idfc Hybrid Equity Fund

-0.14
9
0.35
18
-0.76
9
-0.87
13
1.04
19
0.65
17
13.04
10
8.17
14

Aditya Birla Sun Life Equity Hybrid 95 Fund

-0.14
10
0.69
10
-1.17
16
-2.53
24
-1.63
26
-2.25
25
10.62
17
6.53
17

Union Hybrid Equity Fund

-0.16
11
0.73
9
-1.42
20
-2.04
23
0.40
22
0.24
19

Franklin India Equity Hybrid Fund

-0.17
12
0.04
24
-1.46
21
-0.83
11
3.54
8
2.75
10
12.88
11
9.31
10

Canara Robeco Equity Hybrid Fund

-0.17
13
0.96
5
-0.74
8
-1.13
18
1.83
14
1.08
16
12.77
13
11.01
4

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

-0.17
14
0.45
15
-1.27
19
-1.18
19
1.83
15
1.84
13
15.47
6

Lic Mf Equity Hybrid Fund

-0.19
15
1.12
2
-0.28
3
-0.94
15
0.01
24
-1.66
24
6.66
25
6.47
18

Uti Hybrid Equity Fund

-0.19
16
0.58
13
0.00
2
0.65
4
4.36
6
5.28
6
16.19
4
8.97
11

Shriram Hybrid Equity Fund

-0.21
17
0.37
17
-0.83
11
-1.89
22
0.06
23
1.76
14
9.51
20
7.58
15

Baroda Bnp Paribas Aggressive Hybrid Fund

-0.21
18
0.32
19
-1.21
17
-0.92
14
2.22
13

Sbi Equity Hybrid Fund

-0.21
19
-0.21
25
-2.60
26
-2.83
25
-1.04
25
0.38
18
10.73
15
9.89
7

Nippon India Equity Hybrid Fund

-0.25
20
0.26
21
-0.92
13
-0.37
10
4.30
7
4.99
7
8.85
23
4.72
20

Edelweiss Aggressive Hybrid Fund

-0.27
21
0.57
14
-0.32
4
0.37
5
4.99
4
5.67
4
14.46
8
10.61
5

Mirae Asset Hybrid Equity Fund

-0.29
22
0.18
22
-1.59
23
-0.97
16
1.59
16
1.47
15
12.82
12
10.16
6

Indiabulls Equity Hybrid Fund

-0.29
23
0.30
20
-1.48
22
-1.34
20
3.28
10
2.40
11
10.70
16

Invesco India Equity & Bond Fund

-0.31
24
0.45
16
-1.22
18
-1.36
21
1.24
17
-0.54
21
8.48
24

Idbi Hybrid Equity Fund

-0.31
25
0.18
23
-1.92
25
-1.05
17
0.67
21
-1.57
23
10.50
18
5.74
19

Icici Prudential Equity & Debt Fund

-0.31
26
-0.26
26
-0.62
7
-0.15
6
5.14
3
6.84
3
20.33
2
13.12
2

Quant Absolute Fund

-0.51
27
-2.14
27
-6.18
27
-7.00
27
0.99
20
4.72
8
27.86
1
17.29
1
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Hybrid 95 Fund

-0.41
22
0.07
18
-1.48
24
19.42
9
11.94
15

Axis Equity Hybrid Fund

-1.05
27
-1.90
26
-2.17
25
17.37
13

Franklin India Equity Hybrid Fund

0.00
10
0.34
16
0.92
11
16.63
18
13.46
13

Shriram Hybrid Equity Fund

-0.30
21
0.18
17
0.14
17
12.54
24
10.33
19

Canara Robeco Equity Hybrid Fund

-0.52
24
0.05
19
0.01
18
17.16
15
15.32
4

Dsp Equity & Bond Fund

-0.50
23
-1.08
25
-1.00
22
15.56
20
14.79
5

Edelweiss Aggressive Hybrid Fund

0.25
3
1.13
9
2.37
5
20.41
6
14.73
6

Essel Equity Hybrid Fund

-0.09
12
0.49
14
0.65
12
16.00
19

Hdfc Hybrid Equity Fund

0.10
5
2.02
3
2.46
3
21.12
5
14.16
8

Icici Prudential Equity & Debt Fund

0.55
1
3.11
1
5.29
1
33.82
2
18.89
2

Idbi Hybrid Equity Fund

-0.73
26
-0.31
21
-0.26
21
16.86
16
11.13
16

Idfc Hybrid Equity Fund

-0.12
15
-0.13
20
0.29
14
19.93
8
13.69
11

Indiabulls Equity Hybrid Fund

-0.19
17
0.53
13
0.22
15
13.93
21

Invesco India Equity & Bond Fund

-0.27
20
-0.56
23
-0.21
20
13.28
23

Jm Equity Hybrid Fund

0.03
8
1.14
8
1.09
10
16.77
17
13.75
10

Kotak Equity Hybrid Fund

0.04
7
0.87
10
2.22
6
20.28
7
16.90
3

Mahindra Hybrid Equity Nivesh Yojana

-0.26
19
1.29
7
1.42
9
22.86
3

Nippon India Equity Hybrid Fund

0.02
9
1.70
5
1.67
7
17.20
14
6.71
20

Pgim India Hybrid Equity Fund

-0.12
14
0.46
15
-2.98
26
13.45
22
10.60
17

Quant Absolute Fund

0.51
2
2.65
2
4.97
2
38.75
1
27.23
1

Sbi Equity Hybrid Fund

-0.17
16
0.59
12
0.37
13
18.12
12
14.10
9

Tata Hybrid Equity Fund

-0.08
11
1.83
4
2.45
4
18.51
10
12.64
14

Uti Hybrid Equity Fund

0.19
4
1.45
6
1.52
8
21.95
4
13.59
12

Lic Mf Equity Hybrid Fund

-0.55
25
-0.70
24
-1.17
23
11.11
25
10.42
18

Mirae Asset Hybrid Equity Fund

-0.10
13
0.70
11
0.20
16
18.16
11
14.34
7

Union Hybrid Equity Fund

-0.24
18
-0.41
22
-0.16
19

Baroda Bnp Paribas Aggressive Hybrid Fund

0.06
6
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Hybrid 95 Fund

-0.35
22
0.26
19
-1.10
24
20.34
9
12.83
15

Axis Equity Hybrid Fund

-0.94
27
-1.56
26
-1.52
25
19.02
12

Franklin India Equity Hybrid Fund

0.09
9
0.59
16
1.42
12
17.81
18
14.67
12

Shriram Hybrid Equity Fund

-0.16
21
0.55
17
0.90
15
14.27
24
12.01
18

Canara Robeco Equity Hybrid Fund

-0.41
23
0.37
18
0.64
18
18.61
14
16.70
5

Dsp Equity & Bond Fund

-0.42
24
-0.82
25
-0.47
22
16.74
20
15.96
7

Edelweiss Aggressive Hybrid Fund

0.41
3
1.64
7
3.36
3
22.55
5
16.75
4

Essel Equity Hybrid Fund

0.06
11
0.94
13
1.62
10
18.14
15

Hdfc Hybrid Equity Fund

0.15
7
2.18
3
2.79
6
21.89
7
14.89
10

Icici Prudential Equity & Debt Fund

0.60
2
3.25
1
5.57
2
34.50
2
19.56
2

Idbi Hybrid Equity Fund

-0.66
26
-0.08
21
0.19
21
17.83
17
12.11
17

Idfc Hybrid Equity Fund

-0.02
15
0.18
20
0.92
14
21.41
8
15.19
8

Indiabulls Equity Hybrid Fund

-0.11
17
1.04
12
1.22
13
16.20
21

Union Hybrid Equity Fund

-0.16
20
-0.16
23
0.40
20

Invesco India Equity & Bond Fund

-0.12
19
-0.16
22
0.60
19
15.13
23

Jm Equity Hybrid Fund

0.14
8
1.34
9
1.59
11
17.68
19
14.85
11

Kotak Equity Hybrid Fund

0.15
6
1.23
10
2.94
4
21.97
6
18.47
3

Mahindra Hybrid Equity Nivesh Yojana

-0.10
16
1.77
6
2.44
7
25.28
3

Nippon India Equity Hybrid Fund

0.08
10
1.89
5
2.06
8
18.09
16
7.54
20

Pgim India Hybrid Equity Fund

0.02
13
0.86
14
-2.20
26
15.36
22
12.39
16

Quant Absolute Fund

0.65
1
3.05
2
5.74
1
39.10
1
28.28
1

Sbi Equity Hybrid Fund

-0.11
18
0.75
15
0.71
17
18.93
13
14.90
9

Tata Hybrid Equity Fund

-0.01
14
2.08
4
2.93
5
19.79
11
13.78
14

Uti Hybrid Equity Fund

0.24
4
1.60
8
1.82
9
22.83
4
14.38
13

Lic Mf Equity Hybrid Fund

-0.47
25
-0.42
24
-0.57
23
12.45
25
11.68
19

Mirae Asset Hybrid Equity Fund

0.02
12
1.06
11
0.89
16
19.87
10
16.08
6

Baroda Bnp Paribas Aggressive Hybrid Fund

0.21
5
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Kotak Equity Hybrid Fund

-12.60
9
-25.50
24
-7.32
14
18.25
20
14.84
24

Aditya Birla Sun Life Equity Hybrid 95 Fund

-18.65
25
-24.84
23
-9.88
24
18.31
22
14.49
21

Axis Equity Hybrid Fund

-12.83
11
-20.69
10
-9.43
22
17.14
14
13.26
13

Franklin India Equity Hybrid Fund

-13.73
16
-21.58
15
-8.51
20
16.87
11
13.22
11

Shriram Hybrid Equity Fund

-11.09
2
-18.29
3
-5.92
5
15.30
3
11.68
3

Canara Robeco Equity Hybrid Fund

-9.98
1
-16.27
1
-5.59
3
14.87
2
11.48
2

Dsp Equity & Bond Fund

-14.13
17
-20.69
11
-11.59
25
17.61
16
13.76
15

Edelweiss Aggressive Hybrid Fund

-11.64
4
-21.18
13
-6.61
11
16.67
9
13.10
10

Navi Equity Hybrid Fund

-12.52
8
-22.53
18
-7.44
15
16.86
10
13.73
14

Hdfc Hybrid Equity Fund

-11.83
5
-23.13
19
-5.27
1
18.20
19
14.13
17

Icici Prudential Equity & Debt Fund

-17.61
24
-23.48
20
-5.33
2
19.21
23
14.52
23

Idbi Hybrid Equity Fund

-12.24
7
-17.18
2
-8.19
19
14.76
1
11.36
1

Idfc Hybrid Equity Fund

-14.15
18
-23.69
21
-8.09
18
18.02
17
14.52
22

Indiabulls Equity Hybrid Fund

-12.80
10
-20.62
9
-7.63
16
16.95
13
13.23
12

Invesco India Equity & Bond Fund

-12.96
12
-21.08
12
-6.20
8
16.03
5
13.04
8

Jm Equity Hybrid Fund

-13.12
15
-20.58
8
-7.02
13
21.25
24
14.48
20

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

-11.96
6
-19.33
4
-6.11
7
16.56
8
12.98
7

Nippon India Equity Hybrid Fund

-14.66
19
-34.70
25
-7.89
17
22.69
25
19.32
25

Pgim India Hybrid Equity Fund

-14.96
22
-22.46
17
-9.86
23
17.23
15
13.79
16

Quant Absolute Fund

-14.66
20
-21.56
14
-5.98
6
18.27
21
14.24
18

Sbi Equity Hybrid Fund

-11.17
3
-19.50
5
-6.37
9
16.04
6
12.51
5

Tata Hybrid Equity Fund

-14.93
21
-21.61
16
-5.67
4
16.88
12
13.08
9

Uti Hybrid Equity Fund

-15.67
23
-24.42
22
-8.98
21
18.19
18
14.38
19

Lic Mf Equity Hybrid Fund

-13.10
14
-19.65
6
-6.53
10
15.57
4
12.07
4

Mirae Asset Hybrid Equity Fund

-13.08
13
-20.51
7
-6.78
12
16.45
7
12.60
6

Baroda Bnp Paribas Aggressive Hybrid Fund

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Kotak Equity Hybrid Fund

0.45
8
0.20
9
0.43
12
0.51

Aditya Birla Sun Life Equity Hybrid 95 Fund

0.23
18
0.12
18
0.32
20
0.50
-5.40
15 1.19 3
0.95
11
0.04
14
9.14
14
-0.03
10

Axis Equity Hybrid Fund

0.19
20
0.11
19
0.33
19
0.48
-5.35
14 1.10 9
0.96
4
0.03
15
8.78
15
-0.06
16

Franklin India Equity Hybrid Fund

0.40
11
0.19
11
0.44
10
0.50
-1.21
9 1.07 14
0.95
13
0.06
9
12.14
9
-0.05
13

Shriram Hybrid Equity Fund

0.19
19
0.11
20
0.35
18
0.47

Canara Robeco Equity Hybrid Fund

0.44
9
0.20
8
0.51
5
0.49
-0.36
6 0.99 18
0.98
2
0.07
8
13.45
7
-0.02
7

Dsp Equity & Bond Fund

0.25
17
0.13
17
0.37
17
0.49
-4.57
13 1.13 6
0.95
12
0.04
13
9.57
13
-0.08
19

Edelweiss Aggressive Hybrid Fund

0.45
7
0.21
7
0.47
7
0.50
-0.64
8 1.09 11
0.96
10
0.07
7
13.01
8
-0.01
5

Navi Equity Hybrid Fund

0.17
21
0.10
22
0.30
21
0.51
-6.40
18 1.16 4
0.96
7
0.03
17
8.63
16
-0.05
15

Hdfc Hybrid Equity Fund

0.47
6
0.22
5
0.48
6
0.49

Icici Prudential Equity & Debt Fund

0.67
2
0.32
3
0.61
3
0.48
4.37
2 1.14 5
0.86
18
0.11
2
15.79
2
0.02
3

Idbi Hybrid Equity Fund

0.30
15
0.15
15
0.42
13
0.49
-2.45
11 0.98 19
0.98
1
0.05
11
11.36
10
-0.03
9

Idfc Hybrid Equity Fund

0.35
13
0.17
13
0.40
15
0.50

Indiabulls Equity Hybrid Fund

0.26
16
0.14
16
0.37
16
0.49
-3.81
12 1.09 12
0.96
5
0.04
12
10.01
12
-0.05
12

Invesco India Equity & Bond Fund

0.14
23
0.08
23
0.29
23
0.50
-5.91
16 1.07 13
0.93
15
0.02
18
8.43
17
-0.07
17

Jm Equity Hybrid Fund

0.63
3
0.34
2
0.68
2
0.52
3.52
3 1.24 2
0.75
20
0.11
3
14.61
4
0.06
2

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

0.53
4
0.24
4
0.54
4
0.48
0.69
4 1.09 10
0.97
3
0.08
5
14.32
5
0.00
4

Nippon India Equity Hybrid Fund

0.10
24
0.08
24
0.20
25
0.50
-11.59
20 1.49 1
0.89
17
0.02
19
6.08
20
-0.08
20

Pgim India Hybrid Equity Fund

0.17
22
0.10
21
0.30
22
0.49
-6.02
17 1.12 8
0.92
16
0.03
16
8.42
18
-0.05
14

Quant Absolute Fund

1.21
1
0.54
1
0.95
1
0.48
14.26
1 1.13 7
0.78
19
0.20
1
24.44
1
0.17
1

Sbi Equity Hybrid Fund

0.32
14
0.16
14
0.41
14
0.50
-2.35
10 1.03 16
0.96
9
0.05
10
11.22
11
-0.05
11

Tata Hybrid Equity Fund

0.41
10
0.20
10
0.44
9
0.48
-0.41
7 0.95 20
0.96
8
0.07
6
14.09
6
-0.02
8

Uti Hybrid Equity Fund

0.48
5
0.22
6
0.46
8
0.50
0.04
5 1.05 15
0.96
6
0.08
4
14.85
3
-0.01
6

Lic Mf Equity Hybrid Fund

0.02
25
0.04
25
0.24
24
0.48
-7.02
19 1.00 17
0.94
14
0.00
20
6.72
19
-0.07
18

Mirae Asset Hybrid Equity Fund

0.38
12
0.18
12
0.43
11
0.50

Baroda Bnp Paribas Aggressive Hybrid Fund

Tata Hybrid Equity Fund Additional Return Analysis

Tata Hybrid Equity Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 1000.00 1010.22 988.95 996.50 1033.71 1054.52 1463.79 1535.38
Direct Plan Value of 1000 Rupee 1000.00 1010.38 989.78 998.82 1038.78 1064.65 1507.84 1624.03
Fund Information
Fund Launch Date: 30/Aug/1995
Fund Category: Aggressive Hybrid Fund
Investment Objective: The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Fund Description: A) Upto 80% investments in Equity b) Combination of Wealth creation and Regular income generation c) Equity Taxation benefits with optimum combination of Equity & Debt. (Benefit of Lower tax rates as compared to traditional Debt instruments)
Fund Benchmark: CRISIL Hybrid 25 + 75 Fund Aggressive Index
Source: Fund FactSheet


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More Mutual Fund Analysis Article

  • An investment instrument that pools money from many investors and uses that money to invest in a diversified portfolio of stocks, bonds, or other securities. 
  • It is managed by a professional investment company.
  • It offers diversification, professional management, and liquidity.

A mutual fund is a pool of funds collected from individuals/ companies/ other entities to invest in financial securities like equity and bond, gold/silver, and commodities. Each mutual fund is managed by one or more fund manager. 

This post will describe the methodology used for different calculations on this website.