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Tata Hybrid Equity Fund vs HSBC Aggressive Hybrid Fund compare
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
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) | ₹4166 Cr | ₹5650 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 | -0.16% | -2.25% |
| 6 Month | 3.85% | 2.8% |
| 1 Year | 3.11% | -2.56% |
| 3 Year | 10.95% | 14.95% |
| 5 Year | 13.17% | 12.84% |
SIP Return Analysis
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.6% | 0.36% |
| 1 Year | 11.72% | 13.82% |
| 3 Year | 10.32% | 13.05% |
| 5 Year | 11.16% | 12.7% |
Rolling Lumpsum Returns
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.8% | 10.91% |
| 3 Year | 14.59% | 13.59% |
| 5 Year | 15.31% | 12.98% |
Risk Management
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 9.21% | 12.20% |
| Sharp | 0.53% | 0.70% |
| Beta | 1.16% | 1.22% |
| Alpha | -1.43% | 1.59% |
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 | 29 | 29.89 |
| Large Cap | 55.84 | 39.77 |
| Small Cap | 9.67 | 16.08 |
| Mid Cap | 5.48 | 14.26 |
Sector Allocation
| Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 27.57 | 25.89 |
| Energy | 6.06 | 0.62 |
| Technology | 6.29 | 6.07 |
| Industrials | 8.03 | 16.6 |
| Consumer Defensive | 8.85 | 3.87 |
| Financial Services | 19.36 | 20.3 |
| Basic Materials | 5.76 | - |
| Consumer Cyclical | 7.6 | 17.82 |
| Healthcare | 3.04 | 6.73 |
| Communication Services | 5.95 | 1.16 |
| Real Estate | 0.45 | - |
| Utilities | 1.04 | 0.93 |
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