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Tata Hybrid Equity Fund vs HSBC Aggressive Hybrid Fund compare

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tortoise-icon Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

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tortoise-icon HSBC Aggressive Hybrid 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 Aggressive Hybrid Fund- Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
Fund Tata Aggressive Hybrid Fund- Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Average Very High
Asset Size (Cr) ₹4131 Cr ₹5566 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Jan 1996 07 Feb 2011
Category Aggressive Aggressive
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive Index NIFTY 50 Hybrid Composite Debt 65:35
Turn Over 4.76% 75%
Expense Ratio 1.92 1.85
Manager Murthy Nagarajan Gautam Bhupal
ISIN Code INF277K01303 INF917K01LB0
Exits Load Tata Hybrid Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 HSBC Aggressive Hybrid 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 Aggressive Hybrid Fund- Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
1 Month -0.38% -0.64%
6 Month 5.53% 9.06%
1 Year -0.47% -0.47%
3 Year 13% 15.89%
5 Year 16.41% 16.49%

SIP Return Analysis

Scheme Name Tata Aggressive Hybrid Fund- Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
6 Month 3.4% 8.05%
1 Year 3.41% 9.35%
3 Year 11.03% 15.52%
5 Year 12.4% 14.28%

Rolling Lumpsum Returns

Scheme Name Tata Aggressive Hybrid Fund- Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
1 Year 11.37% 11.62%
3 Year 13.58% 13.19%
5 Year 13.94% 12.55%

Risk Management

Scheme Name Tata Aggressive Hybrid Fund- Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation 9.21% 12.83%
Sharp 0.9% 0.93%
Beta 1.12% 1.20%
Alpha -1.2% 0.81%

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Fund Managers

Scheme Name Tata Aggressive Hybrid Fund- Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
Name Murthy Nagarajan Gautam Bhupal
Total AUM ₹18015 Cr ₹25949 Cr
Funds Managed 11 13
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth

Market Cap

Scheme Name

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

HSBC Aggressive Hybrid Fund - Regular Growth

Others 28.88 25.91
Large Cap 57.62 40.98
Small Cap 7.03 12.96
Mid Cap 6.47 20.16

Sector Allocation

Scheme Name

Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

HSBC Aggressive Hybrid Fund - Regular Growth

Others 28.88 24.87
Energy 6.39 0.15
Technology 4.84 6.35
Consumer Defensive 6.39 3.25
Industrials 7.76 20.28
Financial Services 20.76 20.12
Healthcare 4.23 3.78
Basic Materials 5.03 0.19
Consumer Cyclical 6.63 17.4
Communication Services 5.72 1.08
Real Estate 0.91 0.23
Utilities 2.46 2.31

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