HSBC Aggressive Hybrid Fund vs Tata Hybrid Equity 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 | 2.69% | 3.28% |
6 Month | -2.67% | -5.59% |
1 Year | 7.09% | 5.86% |
3 Year | 12.56% | 11.98% |
5 Year | 18.78% | 17.7% |
SIP Return Analysis
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | 0.32% | -3.71% |
1 Year | -2.37% | -10.59% |
3 Year | 10.98% | 11.4% |
5 Year | 12.85% | 12.08% |
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 | 0.39% | 0.243% |
Beta | 1.08% | 1.201% |
Alpha | 0.79% | -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 | 25.02 | 24.62 |
Large Cap | 58.6 | 36.45 |
Mid Cap | 8.68 | 21.87 |
Small Cap | 7.7 | 17.06 |
Sector Allocation
Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 25.02 | 24.62 |
Energy | 5.66 | 0.14 |
Technology | 6.42 | 12.19 |
Consumer Defensive | 6.08 | 0.98 |
Industrials | 7.51 | 23.24 |
Healthcare | 5.33 | 1.64 |
Financial Services | 23.83 | 15.68 |
Real Estate | 1.34 | 3.81 |
Consumer Cyclical | 7.56 | 13.51 |
Communication Services | 4.96 | 0.53 |
Utilities | 2.16 | 3.48 |
Basic Materials | 4.14 | 0.2 |
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