HSBC Business Cycles Fund vs Tata Ethical Fund compare

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Tata Ethical Fund-Regular Plan - Growth Option

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HSBC Business Cycles 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 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)	₹3616 Cr	₹1117 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

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	HSBC Business Cycles Fund - Regular Growth
1 Month	1.59%	1.51%
6 Month	4.94%	8.94%
1 Year	-4.75%	-0.3%
3 Year	11.1%	21.03%
5 Year	16.89%	24.62%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	HSBC Business Cycles Fund - Regular Growth
6 Month	0.97%	0.45%
1 Year	3.68%	9.89%
3 Year	7.47%	18.03%
5 Year	9.88%	19.09%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	HSBC Business Cycles Fund - Regular Growth
1 Year	13.35%	11.26%
3 Year	13.44%	13.82%
5 Year	14.75%	10.88%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	12.5%	16.59%
Sharp	0.41%	0.84%
Beta	0.86%	1.11%
Alpha	-0.78%	3.18%

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

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	HSBC Business Cycles Fund - Regular Growth
Others	8.65	7.28
Mid Cap	29.74	8.23
Large Cap	43.48	44.53
Small Cap	18.13	39.96

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	HSBC Business Cycles Fund - Regular Growth
Others	8.65	7.28
Industrial Products	5.15	-
IT - Software	20.48	-
Consumer Durables	5.91	-
Fertilizers & Agrochemicals	1.21	-
Petroleum Products	3.09	-
Diversified FMCG	3.96	-
Non - Ferrous Metals	1.69	-
Pharmaceuticals & Biotechnology	9.72	-
Healthcare Services	3.24	-
Chemicals & Petrochemicals	5.13	-
Auto Components	7.13	-
Personal Products	2.94	-
Gas	5.03	-
IT - Services	0.72	-
Automobiles	2.62	-
Agricultural Food & other Products	2.11	-
Retailing	1.56	-
Food Products	0.73	-
Electrical Equipment	1.68	-
Oil	1.13	-
Diversified	0.56	-
Cement & Cement Products	2.78	-
Ferrous Metals	1.77	-
Textiles & Apparels	1.01	-
Energy	-	5.56
Consumer Cyclical	-	20.6
Technology	-	0.86
Industrials	-	27.47
Financial Services	-	26.78
Basic Materials	-	10.32
Real Estate	-	1.13