HSBC Business Cycles Fund vs Tata Ethical Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
HSBC Business Cycles Fund - Regular Growth
Chart 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) | ₹3202 Cr | ₹995 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Aug 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 | 1.92 | 2.28 |
| Manager | Abhinav Sharma | Venugopal Manghat |
| ISIN Code | INF277K01956 | INF917K01RF8 |
| Exits Load | Tata Ethical Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Business Cycles Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.78% | 3.74% |
| 6 Month | -0.83% | 5.66% |
| 1 Year | 15.17% | 38.22% |
| 3 Year | 11.46% | 24.79% |
| 5 Year | 19.65% | 23.02% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.49% | 27.72% |
| 3 Year | 16.25% | 31.6% |
| 5 Year | 18.75% | 28.67% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.9% | 11.86% |
| 3 Year | 14.05% | 11.87% |
| 5 Year | 14.3% | 9.57% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.5% | 13.82% |
| Sharp | 0.54% | 1.28% |
| Beta | 0.88% | 0.96% |
| Alpha | 0.3% | 5.23% |
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| 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 |
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 7.33 | 2.77 |
| Large Cap | 41.54 | 43.45 |
| Mid Cap | 36.13 | 10.07 |
| Small Cap | 15 | 43.71 |
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 7.33 | 1.39 |
| Electrical Equipment | 4.28 | - |
| Industrial Products | 6.01 | - |
| Consumer Durables | 5.43 | - |
| Fertilizers & Agrochemicals | 2.92 | - |
| Petroleum Products | 2.13 | - |
| Diversified FMCG | 4.49 | - |
| Pharmaceuticals & Biotechnology | 12.47 | - |
| IT - Software | 16.98 | - |
| Healthcare Services | 2.99 | - |
| Cement & Cement Products | 4.73 | - |
| Chemicals & Petrochemicals | 4.69 | - |
| Auto Components | 6.17 | - |
| Personal Products | 4.12 | - |
| Gas | 4.7 | - |
| IT - Services | 1.29 | - |
| Non - Ferrous Metals | 1.1 | - |
| Agricultural Food & other Products | 2.27 | - |
| Retailing | 1.7 | - |
| Food Products | 0.81 | - |
| Oil | 1.45 | - |
| Diversified | 0.73 | - |
| Textiles & Apparels | 1.21 | - |
| Energy | - | 4.53 |
| Capital Goods | - | 15.45 |
| Construction | - | 17.05 |
| Financial | - | 17.4 |
| Metals & Mining | - | 5.53 |
| Consumer Staples | - | 2.06 |
| Chemicals | - | 2.15 |
| Automobile | - | 2.06 |
| Services | - | 18.75 |
| Materials | - | 7.58 |
| Consumer Discretionary | - | 4.3 |
| Textiles | - | 1.75 |
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