HSBC Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare

HSBC Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare

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Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

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HSBC Aggressive Hybrid Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	HSBC Aggressive Hybrid Fund - Regular Growth
Fund	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	HSBC Aggressive Hybrid Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹4166 Cr	₹5650 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	05 Jan 1996	07 Feb 2011
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	NIFTY 50 Hybrid Composite Debt 65:35
Turn Over	4.76%	75%
Expense Ratio	1.92	1.85
Manager	Murthy Nagarajan	Gautam Bhupal
ISIN Code	INF277K01303	INF917K01LB0
Exits Load	Tata Hybrid Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HSBC Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	HSBC Aggressive Hybrid Fund - Regular Growth
1 Month	0.22%	-1.26%
6 Month	3.8%	4.05%
1 Year	2.62%	-1.26%
3 Year	10.72%	15.01%
5 Year	13.42%	13.4%

SIP Return Analysis

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	HSBC Aggressive Hybrid Fund - Regular Growth
6 Month	2.6%	0.36%
1 Year	11.72%	13.82%
3 Year	10.32%	13.05%
5 Year	11.16%	12.7%

Rolling Lumpsum Returns

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	HSBC Aggressive Hybrid Fund - Regular Growth
1 Year	12.9%	10.96%
3 Year	14.6%	13.56%
5 Year	15.33%	12.97%

Risk Management

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation	9.69%	12.20%
Sharp	0.44%	0.70%
Beta	1.11%	1.22%
Alpha	-2.03%	1.59%

Fund Managers

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	HSBC Aggressive Hybrid Fund - Regular Growth
Name	Murthy Nagarajan	Gautam Bhupal
Total AUM	₹18015 Cr	₹25949 Cr
Funds Managed	11	13
	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	HSBC Aggressive Hybrid Fund - Regular Growth

Market Cap

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	HSBC Aggressive Hybrid Fund - Regular Growth
Others	27.05	28.86
Large Cap	54.4	40.97
Small Cap	11.61	15.05
Mid Cap	6.93	15.12

Sector Allocation

Scheme Name	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option	HSBC Aggressive Hybrid Fund - Regular Growth
Others	25.46	26.22
Energy	5.79	0.59
Technology	6.06	6.12
Consumer Defensive	8.97	3.86
Industrials	7.59	19.71
Financial Services	19.18	18.41
Basic Materials	6.2	0
Consumer Cyclical	8.13	17.49
Healthcare	4.19	5.48
Communication Services	5.87	1.13
Real Estate	0.78	0
Utilities	1.78	0.98

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