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 | 4.98% | 5.4% |
6 Month | -9.36% | -12.89% |
1 Year | 3.8% | 2.72% |
3 Year | 10.69% | 9.76% |
5 Year | 19.56% | 18.69% |
SIP Return Analysis
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | -3.03% | -7.84% |
1 Year | -5.57% | -13.31% |
3 Year | 10.45% | 10.92% |
5 Year | 12.77% | 12.03% |
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 | 0.38% | 0.243% |
Beta | 1.06% | 1.201% |
Alpha | 0.36% | -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 | 25.33 | 24.62 |
Large Cap | 58.37 | 36.45 |
Mid Cap | 9.08 | 21.87 |
Small Cap | 7.22 | 17.06 |
Sector Allocation
Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 25.27 | 24.62 |
Energy | 5.57 | 0.14 |
Technology | 6.85 | 12.19 |
Consumer Defensive | 6.55 | 0.98 |
Industrials | 7.91 | 23.24 |
Healthcare | 5.59 | 1.64 |
Financial Services | 21.5 | 15.68 |
Real Estate | 1.58 | 3.81 |
Consumer Cyclical | 8.02 | 13.51 |
Communication Services | 4.89 | 0.53 |
Utilities | 2.44 | 3.48 |
Basic Materials | 3.85 | 0.2 |
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