Tata Hybrid Equity Fund vs HSBC Aggressive Hybrid Fund compare

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Tata Hybrid Equity Fund- Regular Plan - Growth Option

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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 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

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%

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%

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%

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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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

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

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