HSBC Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare

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tortoise-icon Tata Hybrid Equity Fund- Regular Plan - Growth Option

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tortoise-icon 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 Hybrid Equity Fund- Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
Fund Tata Hybrid Equity Fund- Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹4137 Cr ₹5631 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 1.86
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 Hybrid Equity Fund- Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
1 Month -3.98% -7.19%
6 Month -1.96% -2.66%
1 Year 12.29% 17.34%
3 Year 10.76% 11.19%
5 Year 13.7% 14.19%

SIP Return Analysis

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
6 Month - -
1 Year 3.45% 7.27%
3 Year 13.19% 17.26%
5 Year 14.65% 16%

Rolling Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
1 Year 11.52% 11.74%
3 Year 13.77% 13.3%
5 Year 13.84% 12.19%

Risk Management

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation 9.21% 10.22%
Sharp 0.56% 0.89%
Beta 1.01% 1.02%
Alpha 2.4% 2.87%

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Fund Managers

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

Market Cap

Scheme Name

Tata Hybrid Equity Fund- Regular Plan - Growth Option

HSBC Aggressive Hybrid Fund - Regular Growth

Others 26.31 23.58
Large Cap 54.47 33.77
Mid Cap 10.31 21.25
Small Cap 8.91 21.4

Sector Allocation

Scheme Name

Tata Hybrid Equity Fund- Regular Plan - Growth Option

HSBC Aggressive Hybrid Fund - Regular Growth

Others 26.31 23.58
Petroleum Products 5.67 0.13
IT - Software 6.28 6.87
Personal Products 0.91 -
Construction 4.55 1.41
Healthcare Services 1.33 0.66
Diversified FMCG 3.42 -
Pharmaceuticals & Biotechnology 4.41 0.76
Banks 16.8 6.36
Realty 1.8 3.54
Automobiles 2.11 2.74
Telecom - Services 5.72 0.91
Beverages 2.45 0.83
Industrial Products 1.48 3.81
Gas 0.94 -
Transport Services 0.48 0.04
Cement & Cement Products 2.77 0.18
Auto Components 1.07 0.21
Finance 1.03 3.26
Transport Infrastructure 1.86 -
Fertilizers & Agrochemicals 2.42 -
Power 2.9 4.17
Retailing 2.42 8.45
Insurance 0.87 -
Electrical Equipment - 17.94
Food Products - 0.21
Capital Markets - 5.42
Leisure Services - 0.81
Aerospace & Defense - 4.37
Consumer Durables - 2.94
Industrial Manufacturing - 0.4

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