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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) | ₹3601 Cr | ₹1092 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 | 4.31% | 1.85% |
| 6 Month | 11.95% | 20.78% |
| 1 Year | -10.51% | -2.4% |
| 3 Year | 12.1% | 20.54% |
| 5 Year | 17.2% | 23.95% |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.53% | 2.43% |
| 1 Year | 3.64% | 9.22% |
| 3 Year | 9.24% | 19.75% |
| 5 Year | 11.24% | 20.23% |
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% | 16.79% |
| Sharp | 0.41% | 0.75% |
| Beta | 0.85% | 1.11% |
| Alpha | -0.36% | 3.61% |
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 | 6.05 | 6.3 |
| Mid Cap | 35.11 | 9.36 |
| Large Cap | 43.87 | 44.3 |
| Small Cap | 14.97 | 40.04 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 6.05 | 6.3 |
| Industrials | 12.54 | 25.75 |
| Technology | 19.3 | 1.13 |
| Basic Materials | 14.11 | 10.87 |
| Energy | 6.2 | 5.58 |
| Consumer Defensive | 11.01 | - |
| Healthcare | 13.81 | - |
| Consumer Cyclical | 12.89 | 21 |
| Utilities | 4.1 | - |
| Financial Services | - | 28.61 |
| Real Estate | - | 0.76 |
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