HSBC Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare

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tortoise-icon Tata Hybrid Equity 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 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) ₹4137 Cr ₹5631 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 1.86
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 0.71% 5.89%
6 Month 2.14% 5.47%
1 Year 14.42% 23.83%
3 Year 12.87% 14.6%
5 Year 14.01% 15.61%

SIP Return Analysis

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
6 Month - -
1 Year 8.09% 21.13%
3 Year 14.79% 21.66%
5 Year 15.86% 18.81%

Rolling Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
1 Year 11.52% 11.74%
3 Year 13.77% 13.3%
5 Year 13.84% 12.19%

Risk Management

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation 9.21% 10.22%
Sharp 0.68% 0.89%
Beta 1.01% 1.02%
Alpha 2.33% 2.87%

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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
Fund Manage 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 26.31 26.52
Large Cap 54.47 32.69
Mid Cap 10.31 21.04
Small Cap 8.91 19.75

Sector Allocation

Scheme Name

Tata Hybrid Equity Fund- Regular Plan - Growth Option

HSBC Aggressive Hybrid Fund - Regular Growth

Others 26.31 1.06
Petroleum Products 5.67 -
IT - Software 6.28 -
Personal Products 0.91 -
Construction 4.55 8.56
Healthcare Services 1.33 -
Diversified FMCG 3.42 -
Pharmaceuticals & Biotechnology 4.41 -
Banks 16.8 -
Realty 1.8 -
Automobiles 2.11 -
Telecom - Services 5.72 -
Beverages 2.45 -
Industrial Products 1.48 -
Gas 0.94 -
Transport Services 0.48 -
Cement & Cement Products 2.77 -
Auto Components 1.07 -
Finance 1.03 -
Transport Infrastructure 1.86 -
Fertilizers & Agrochemicals 2.42 -
Power 2.9 -
Retailing 2.42 -
Insurance 0.87 -
Sovereign - 11.08
Energy - 5.03
Capital Goods - 23.98
Technology - 6.45
Consumer Staples - 1.72
Financial - 27.74
Healthcare - 2.54
Services - 4.48
Metals & Mining - 0.56
Automobile - 4.23
Communication - 1.12
Consumer Discretionary - 1.29
Materials - 0.16

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