HSBC Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
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) | ₹4131 Cr | ₹5566 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 | 0.08% | -0.23% |
6 Month | 3.65% | 3.04% |
1 Year | 1.62% | 0.14% |
3 Year | 14.21% | 17.39% |
5 Year | 16.72% | 16.8% |
SIP Return Analysis
Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 4.98% | 9.29% |
1 Year | 4.99% | 8.44% |
3 Year | 11.47% | 15.25% |
5 Year | 12.62% | 14.02% |
Rolling Lumpsum Returns
Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 11.37% | 11.62% |
3 Year | 13.58% | 13.19% |
5 Year | 13.94% | 12.55% |
Risk Management
Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 9.21% | 12.83% |
Sharp | 0.9% | 0.93% |
Beta | 1.12% | 1.20% |
Alpha | -1.2% | 0.81% |
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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 | 29.06 | 25.91 |
Large Cap | 56.27 | 40.98 |
Mid Cap | 6.38 | 20.16 |
Small Cap | 8.3 | 12.96 |
Sector Allocation
Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 29.06 | 24.87 |
Energy | 6.14 | 0.15 |
Technology | 4.85 | 6.35 |
Consumer Defensive | 5.91 | 3.25 |
Industrials | 8.1 | 20.28 |
Financial Services | 21.79 | 20.12 |
Healthcare | 4.4 | 3.78 |
Consumer Cyclical | 6.53 | 17.4 |
Communication Services | 5.4 | 1.08 |
Real Estate | 0.91 | 0.23 |
Utilities | 2.45 | 2.31 |
Basic Materials | 4.46 | 0.19 |
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