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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) | ₹3772 Cr | ₹1152 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 | 0.61% | -2.6% |
| 6 Month | 3.25% | -2.32% |
| 1 Year | -3.31% | -6.05% |
| 3 Year | 11.41% | 19.18% |
| 5 Year | 14.3% | 19.89% |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.91% | -4.02% |
| 1 Year | 6.04% | 0.73% |
| 3 Year | 7.31% | 13.62% |
| 5 Year | 9.74% | 16.79% |
Rolling Lumpsum Returns
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.7% | 10.78% |
| 3 Year | 16.05% | 14.43% |
| 5 Year | 16.08% | 11.11% |
Risk Management
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.5% | 16.69% |
| Sharp | 0.41% | 0.77% |
| Beta | 0.86% | 1.12% |
| Alpha | -0.15% | 2.91% |
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 | 6.72 | 8.46 |
| Mid Cap | 29.41 | 7.97 |
| Large Cap | 51.59 | 43.04 |
| Small Cap | 12.27 | 40.53 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 6.26 | 5.85 |
| Industrials | 11.93 | 27.63 |
| Technology | 23.79 | 1.76 |
| Basic Materials | 11.1 | 8.2 |
| Energy | 4 | 5.47 |
| Consumer Defensive | 11.74 | - |
| Healthcare | 12.27 | 0.49 |
| Consumer Cyclical | 15.22 | 18.14 |
| Utilities | 3.69 | - |
| Financial Services | - | 30.03 |
| Real Estate | - | 2.44 |
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