HSBC Aggressive Hybrid Fund vs Tata Hybrid Equity Fund compare

Link copied to clipboard!

tortoise-icon Tata Hybrid Equity Fund- Regular Plan - Growth Option

Invest Now

tortoise-icon HSBC Aggressive Hybrid Fund - Regular Growth

Invest Now

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) ₹3917 Cr ₹5719 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Oct 1995 30 Jan 2013
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 1.93 1.87
Manager Murthy Nagarajan Gautam Bhupal
ISIN Code INF277K01303 INF917K01LB0
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365

Trailing Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
1 Month -4.92% -4.03%
6 Month 6.18% 11.69%
1 Year 21.72% 29.83%
3 Year 10.7% 12.31%
5 Year 14.13% 15.14%

SIP Return Analysis

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
6 Month - -
1 Year 15.18% 19.57%
3 Year 16.38% 19.93%
5 Year 16.71% 17.71%

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 0.6% 0.89%
Beta 1.02% 1.02%
Alpha 2.24% 2.87%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 25.51 26.52
Large Cap 55.94 32.69
Mid Cap 11.26 21.04
Small Cap 7.29 19.75

Sector Allocation

Scheme Name

Tata Hybrid Equity Fund- Regular Plan - Growth Option

HSBC Aggressive Hybrid Fund - Regular Growth

Others 5.93 1.06
Sovereign 6.07 11.08
Construction 7.14 8.56
Automobile 3.13 4.23
Communication 5.94 1.12
Energy 10.78 5.03
Technology 6.06 6.45
Materials 3.08 0.16
Financial 29.11 27.74
Healthcare 2.96 2.54
Consumer Staples 6.55 1.72
Metals & Mining 0.68 0.56
Insurance 0.13 -
Capital Goods 2.65 23.98
Chemicals 4 -
Services 5.79 4.48
Consumer Discretionary - 1.29

Top Comparisons

Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth

3Y Returns13.6%

VS

DSP Global Allocation Fund - Regular Plan - Growth DSP Global Allocation Fund - Regular Plan - Growth

3Y Returns5.26%

Compare Now

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns12.45%

VS

Sundaram Large Cap Fund Regular Plan - Growth Sundaram Large Cap Fund Regular Plan - Growth

3Y Returns10.51%

Compare Now

SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH

3Y Returns11.71%

VS

SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth

3Y Returns19.23%

Compare Now

Nippon India Short Term Fund-Growth Plan Nippon India Short Term Fund-Growth Plan

3Y Returns5.8%

VS

Axis Short Duration Fund - Regular Plan - Growth Option Axis Short Duration Fund - Regular Plan - Growth Option

3Y Returns5.94%

Compare Now
Request call back
Add to Cart Successfully