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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 Risk Very High Risk
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 -3.45% -6.9%
6 Month -8.56% -12.39%
1 Year 3.36% 4.88%
3 Year 10.4% 10.08%
5 Year 12.88% 11.8%

SIP Return Analysis

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
6 Month - -
1 Year -7.18% -12.23%
3 Year 9.42% 10.15%
5 Year 12.59% 12.04%

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% 11.72%
Sharp 0.45% 0.469%
Beta 1.03% 1.116%
Alpha 0.66% -0.258%

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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 23.48
Large Cap 54.47 34.5
Mid Cap 10.31 25.17
Small Cap 8.91 16.85

Sector Allocation

Scheme Name

Tata Hybrid Equity Fund- Regular Plan - Growth Option

HSBC Aggressive Hybrid Fund - Regular Growth

Others 26.31 23.48
Petroleum Products 5.67 0.13
IT - Software 6.28 6.2
Personal Products 0.91 -
Construction 4.55 0.76
Healthcare Services 1.33 0.76
Diversified FMCG 3.42 -
Pharmaceuticals & Biotechnology 4.41 0.9
Banks 16.8 7.34
Realty 1.8 4.18
Automobiles 2.11 2.68
Telecom - Services 5.72 0.48
Beverages 2.45 0.86
Industrial Products 1.48 3.87
Gas 0.94 -
Transport Services 0.48 0.04
Cement & Cement Products 2.77 0.18
Auto Components 1.07 0.21
Finance 1.03 1.66
Transport Infrastructure 1.86 -
Fertilizers & Agrochemicals 2.42 -
Power 2.9 3.74
Retailing 2.42 8.56
Insurance 0.87 -
Electrical Equipment - 17.91
Food Products - 0.2
Capital Markets - 5.71
Leisure Services - 0.89
Aerospace & Defense - 4.19
Industrial Manufacturing - 0.81
Financial Technology (Fintech) - 0.42
Consumer Durables - 3.84

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