HSBC Business Cycles Fund vs Tata Ethical Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Fund | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3579 Cr | ₹1153 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 21 Aug 1996 | 20 Aug 2014 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 500 Shariah TRI | NIFTY 500 TRI |
Turn Over | 11.72% | 28% |
Expense Ratio | 1.93 | 2.28 |
Manager | Abhinav Sharma | Venugopal Manghat |
ISIN Code | INF277K01956 | INF917K01RF8 |
Exits Load | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Business Cycles 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 Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Month | -2.63% | -4.62% |
6 Month | -1.42% | 8.72% |
1 Year | -11.74% | 0.53% |
3 Year | 10.79% | 22.02% |
5 Year | 17.85% | 26.25% |
SIP Return Analysis
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 2.79% | 7.93% |
1 Year | -4.28% | 9.71% |
3 Year | 9.09% | 22.51% |
5 Year | 11.79% | 22.27% |
Rolling Lumpsum Returns
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 13.53% | 11.61% |
3 Year | 13.59% | 13.53% |
5 Year | 14.6% | 10.79% |
Risk Management
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.5% | 17.42% |
Sharp | 0.71% | 1.21% |
Beta | 0.86% | 1.11% |
Alpha | -0.44% | 4.95% |
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Fund Managers
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Name | Abhinav Sharma | Venugopal Manghat |
Total AUM | ₹5613 Cr | ₹41442 Cr |
Funds Managed | 3 | 7 |
Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
Market Cap
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 8.11 | 4.13 |
Mid Cap | 36.15 | 9.83 |
Large Cap | 40.57 | 44.87 |
Small Cap | 15.17 | 41.16 |
Sector Allocation
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 8.11 | 4.13 |
Industrials | 12.95 | 25.83 |
Basic Materials | 13.89 | 10.38 |
Energy | 6.26 | 5.87 |
Consumer Defensive | 10.44 | - |
Healthcare | 14.3 | - |
Technology | 16.91 | 1.15 |
Consumer Cyclical | 12.79 | 20.84 |
Utilities | 4.35 | - |
Financial Services | - | 30.98 |
Real Estate | - | 0.82 |
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