Tata Hybrid Equity Fund vs HSBC Aggressive Hybrid Fund compare
Tata Hybrid Equity Fund- Regular Plan - Growth Option
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Fund | Tata Hybrid Equity Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹3997 Cr | ₹5282 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 Hybrid Equity Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Month | 2.21% | 5.45% |
6 Month | 0.91% | -1.33% |
1 Year | 6.13% | 4.92% |
3 Year | 14.32% | 15.97% |
5 Year | 19.51% | 18.55% |
SIP Return Analysis
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 4.14% | 4.69% |
1 Year | 3.35% | 1.79% |
3 Year | 12.36% | 14.98% |
5 Year | 13.36% | 13.9% |
Rolling Lumpsum Returns
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 11.66% | 12.07% |
3 Year | 13.65% | 13.3% |
5 Year | 13.89% | 12.45% |
Risk Management
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 9.21% | 13.076% |
Sharp | 0.6% | 0.243% |
Beta | 1.09% | 1.201% |
Alpha | -0.13% | -1.847% |
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Fund Managers
Scheme Name | Tata Hybrid Equity 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 Hybrid Equity Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
Market Cap
Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 26.52 | 24.62 |
Large Cap | 57.95 | 36.45 |
Mid Cap | 7.8 | 21.87 |
Small Cap | 7.73 | 17.06 |
Sector Allocation
Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 26.52 | 24.62 |
Petroleum Products | 5.7 | - |
IT - Software | 5.14 | - |
Personal Products | 0.9 | - |
Construction | 4.47 | - |
Diversified FMCG | 3.11 | - |
Banks | 20.96 | - |
Pharmaceuticals & Biotechnology | 4.52 | - |
Realty | 1.36 | - |
Automobiles | 4.48 | - |
Telecom - Services | 5.22 | - |
Beverages | 2.32 | - |
Industrial Products | 1.36 | - |
Gas | 0.74 | - |
Transport Services | 0.37 | - |
Auto Components | 0.77 | - |
Finance | 2.63 | - |
Cement & Cement Products | 2.51 | - |
Transport Infrastructure | 1.53 | - |
Fertilizers & Agrochemicals | 1.95 | - |
Power | 1.71 | - |
Insurance | 0.87 | - |
Retailing | 0.86 | - |
Energy | - | 0.14 |
Industrials | - | 23.24 |
Technology | - | 12.19 |
Consumer Defensive | - | 0.98 |
Financial Services | - | 15.68 |
Consumer Cyclical | - | 13.51 |
Healthcare | - | 1.64 |
Utilities | - | 3.48 |
Real Estate | - | 3.81 |
Communication Services | - | 0.53 |
Basic Materials | - | 0.2 |
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