HSBC Business Cycles Fund vs Tata Ethical Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
Invest NowHSBC Business Cycles Fund - Regular Growth
Invest NowChart Comparison
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Fund | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹2817 Cr | ₹925 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 24 May 1996 | 20 Aug 2014 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 500 Shariah TRI | NIFTY 500 TRI |
Turn Over | 11.72% | 28% |
Expense Ratio | 1.95 | 2.35 |
Manager | Abhinav Sharma | Venugopal Manghat |
ISIN Code | INF277K01956 | INF917K01RF8 |
Exits Load | Exit load of 0.50% if redeemed within 90 days./365 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Month | 4.88% | 2.75% |
6 Month | 25.78% | 25.5% |
1 Year | 34.27% | 53.88% |
3 Year | 15.9% | 26.31% |
5 Year | 23.58% | 24.78% |
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 14.81% | 24.49% |
3 Year | 31.9% | 54.47% |
5 Year | 69.56% | 97.18% |
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 22.58% | 25.98% |
3 Year | 52.72% | 71.34% |
5 Year | 75.06% | 107.95% |
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.5% | 13.82% |
Sharp | 0.78% | 1.28% |
Beta | 0.87% | 0.96% |
Alpha | 1.32% | 5.23% |
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Get Free Experts GuidanceScheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Name | Abhinav Sharma | Venugopal Manghat |
Total AUM | ₹5613 Cr | ₹41442 Cr |
Fund Manage | 3 | 7 |
Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 7.3 | 2.77 |
Large Cap | 44.12 | 43.45 |
Mid Cap | 34.61 | 10.07 |
Small Cap | 13.97 | 43.71 |
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 6.24 | 1.39 |
Capital Goods | 14.79 | 15.45 |
Materials | 9.23 | 7.58 |
Technology | 22.83 | - |
Consumer Staples | 10.41 | 2.06 |
Healthcare | 10.15 | - |
Chemicals | 6.1 | 2.15 |
Automobile | 3.17 | 2.06 |
Metals & Mining | 3.57 | 5.53 |
Communication | 1.22 | - |
Energy | 4.5 | 4.53 |
Consumer Discretionary | 2.33 | 4.3 |
Services | 1.22 | 18.75 |
Diversified | 2.05 | - |
Textiles | 2.19 | 1.75 |
Construction | - | 17.05 |
Financial | - | 17.4 |
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