HSBC Business Cycles Fund vs Tata Ethical Fund compare

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tortoise-icon Tata Ethical Fund-Regular Plan - Growth Option

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tortoise-icon HSBC Business Cycles 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 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

Trailing Lumpsum Returns

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option HSBC Business Cycles Fund - Regular Growth
1 Month -6.92% 2.75%
6 Month 9.94% 25.5%
1 Year 31.25% 53.88%
3 Year 14.11% 26.31%
5 Year 19.61% 24.78%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option HSBC Business Cycles Fund - Regular Growth
1 Year 13.86% 11.86%
3 Year 14.11% 11.89%
5 Year 14.3% 9.53%

Risk Management

Scheme Name Tata Ethical Fund-Regular Plan - Growth Option HSBC Business Cycles Fund - Regular Growth
Standard Deviation 12.5% 13.82%
Sharp 0.71% 1.28%
Beta 0.87% 0.96%
Alpha 0.6% 5.23%

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Fund Managers

Scheme 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

Market Cap

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

Sector Allocation

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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