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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) | ₹4011 Cr | ₹5513 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 | 1.91% | 2.83% |
| 6 Month | 9.86% | 20.93% |
| 1 Year | -2.61% | 1.05% |
| 3 Year | 10.94% | 15.15% |
| 5 Year | 15.91% | 16.24% |
SIP Return Analysis
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.36% | 6.5% |
| 1 Year | 6.36% | 15.62% |
| 3 Year | 10.3% | 15.86% |
| 5 Year | 11.51% | 14.21% |
Rolling Lumpsum Returns
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.2% | 11.35% |
| 3 Year | 13.63% | 13.32% |
| 5 Year | 14% | 12.71% |
Risk Management
| Scheme Name | Tata Aggressive Hybrid Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 9.21% | 12.27% |
| Sharp | 0.52% | 0.65% |
| Beta | 0.1% | 1.18% |
| Alpha | 4.47% | 2.06% |
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 | 27.95 | 25.91 |
| Large Cap | 53.5 | 40.98 |
| Small Cap | 9.99 | 12.96 |
| Mid Cap | 8.56 | 20.16 |
Sector Allocation
| Scheme Name |
Tata Aggressive Hybrid Fund- Regular Plan - Growth Option |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 27.95 | 24.87 |
| Energy | 4.93 | 0.15 |
| Technology | 4.44 | 6.35 |
| Consumer Defensive | 9.47 | 3.25 |
| Industrials | 7.48 | 20.28 |
| Financial Services | 19.62 | 20.12 |
| Healthcare | 4.76 | 3.78 |
| Basic Materials | 5.76 | 0.19 |
| Consumer Cyclical | 6.8 | 17.4 |
| Communication Services | 5.55 | 1.08 |
| Real Estate | 0.91 | 0.23 |
| Utilities | 2.34 | 2.31 |
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