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HSBC Value Fund vs Tata Equity PE Fund Regular Plan compare

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tortoise-icon Tata Equity PE Fund Regular Plan -(Growth Option)

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tortoise-icon HSBC Value 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 Equity PE Fund Regular Plan -(Growth Option) HSBC Value Fund - Regular Growth
Fund Tata Equity PE Fund Regular Plan -(Growth Option) HSBC Value Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹8068 Cr ₹12849 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 29 Jun 2004 08 Jan 2010
Category Value Value
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 48.01% 30%
Expense Ratio 1.79 1.72
Manager Amey Sathe Venugopal Manghat
ISIN Code INF277K01451 INF677K01023
Exits Load Tata Equity PE Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 HSBC Value 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 Equity PE Fund Regular Plan -(Growth Option) HSBC Value Fund - Regular Growth
1 Month 4.76% 7.2%
6 Month -1.64% 1.76%
1 Year 5.79% 10.91%
3 Year 23.5% 27.16%
5 Year 25.8% 31.2%

SIP Return Analysis

Scheme Name Tata Equity PE Fund Regular Plan -(Growth Option) HSBC Value Fund - Regular Growth
6 Month -1.1% -0.47%
1 Year -11.13% -8.09%
3 Year 15.83% 19.11%
5 Year 17.76% 21.05%

Rolling Lumpsum Returns

Scheme Name Tata Equity PE Fund Regular Plan -(Growth Option) HSBC Value Fund - Regular Growth
1 Year 17.28% 13%
3 Year 16.64% 19.13%
5 Year 14.99% 16.98%

Risk Management

Scheme Name Tata Equity PE Fund Regular Plan -(Growth Option) HSBC Value Fund - Regular Growth
Standard Deviation 12.45% 15.41%
Sharp 0.86% 0.746%
Beta 0.97% 0.998%
Alpha 3.52% 4.795%

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Fund Managers

Scheme Name Tata Equity PE Fund Regular Plan -(Growth Option) HSBC Value Fund - Regular Growth
Name Amey Sathe Venugopal Manghat
Total AUM ₹11910 Cr ₹41442 Cr
Funds Managed 4 7
Tata Equity PE Fund Regular Plan -(Growth Option) HSBC Value Fund - Regular Growth

Market Cap

Scheme Name

Tata Equity PE Fund Regular Plan -(Growth Option)

HSBC Value Fund - Regular Growth

Others 5.92 1.96
Mid Cap 13.14 16.91
Large Cap 59.79 42.84
Small Cap 21.15 38.3

Sector Allocation

Scheme Name

Tata Equity PE Fund Regular Plan -(Growth Option)

HSBC Value Fund - Regular Growth

Others 5.92 1.47
Cement & Cement Products 1.25 -
Petroleum Products 4.87 -
Textiles & Apparels 1.16 -
Banks 20.12 -
IT - Software 6.43 -
Leisure Services 0.6 -
Pharmaceuticals & Biotechnology 4.97 -
Consumer Durables 1.28 -
Capital Markets 7.17 -
Telecom - Services 2.97 -
Finance 12.19 -
Diversified FMCG 3.32 -
Automobiles 3.46 -
Gas 0.92 -
Oil 1.21 -
Realty 1.33 -
Entertainment 1.58 -
Auto Components 1.44 -
Industrial Products 0.78 -
Consumable Fuels 4.79 -
Minerals & Mining 1.09 -
Power 5.65 -
Retailing 1.68 -
Beverages 3.82 -
Energy - 3.01
Technology - 12.9
Industrials - 12.63
Financial Services - 29.68
Basic Materials - 15.28
Healthcare - 1.8
Consumer Cyclical - 8.42
Real Estate - 4.25
Consumer Defensive - 6.39
Communication Services - 2.24
Utilities - 1.91

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