Tata Ethical Fund vs HSBC Business Cycles 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)	₹3253 Cr	₹995 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	1.92	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	2.09%	5.52%
6 Month	-6.93%	-4.8%
1 Year	-3.75%	6.14%
3 Year	14.64%	27.57%
5 Year	20.5%	28.56%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	HSBC Business Cycles Fund - Regular Growth
6 Month	4.3%	12%
1 Year	-5.3%	10.78%
3 Year	9.93%	23.73%
5 Year	12.51%	23.06%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	HSBC Business Cycles Fund - Regular Growth
1 Year	13.66%	11.98%
3 Year	13.52%	13.2%
5 Year	14.51%	10.61%

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	12.5%	16.92%
Sharp	0.48%	0.627%
Beta	0.87%	-
Alpha	-0.97%	-

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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	8.04	3.21
Mid Cap	36.62	11.24
Large Cap	40.72	41.17
Small Cap	14.62	44.38

Scheme Name	Tata Ethical Fund-Regular Plan - Growth Option	HSBC Business Cycles Fund - Regular Growth
Others	8.04	4.33
Industrial Products	4.76	-
Consumer Durables	5.19	-
Fertilizers & Agrochemicals	2.71	-
Petroleum Products	3.94	-
Diversified FMCG	4	-
Pharmaceuticals & Biotechnology	12.44	-
IT - Software	15.36	-
Healthcare Services	2.84	-
Cement & Cement Products	5.47	-
Chemicals & Petrochemicals	5.25	-
Auto Components	6.9	-
Personal Products	3.6	-
Gas	5.63	-
IT - Services	0.8	-
Automobiles	1.98	-
Agricultural Food & other Products	2.4	-
Retailing	1.46	-
Food Products	0.82	-
Electrical Equipment	1.73	-
Oil	1.21	-
Diversified	0.63	-
Ferrous Metals	1.61	-
Textiles & Apparels	1.23	-
Energy	-	6.42
Technology	-	1.43
Industrials	-	28.03
Financial Services	-	29.12
Basic Materials	-	12.59
Consumer Cyclical	-	16.85
Real Estate	-	1.22