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HSBC Value Fund vs Tata Equity PE Fund Regular Plan compare
Tata Equity PE Fund Regular Plan -(Growth Option)
HSBC Value Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | HSBC Value Fund - Regular Growth |
|---|---|---|
| Fund | Tata Equity PE Fund Regular Plan -(Growth Option) | HSBC Value Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8068 Cr | ₹12849 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 29 Jun 2004 | 08 Jan 2010 |
| Category | Value | Value |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 48.01% | 30% |
| Expense Ratio | 1.79 | 1.72 |
| Manager | Amey Sathe | Venugopal Manghat |
| ISIN Code | INF277K01451 | INF677K01023 |
| Exits Load | Tata Equity PE Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Value 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 Equity PE Fund Regular Plan -(Growth Option) | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Month | 6.62% | 8.24% |
| 6 Month | -15.76% | -13.26% |
| 1 Year | 6.49% | 7.54% |
| 3 Year | 18.75% | 20.16% |
| 5 Year | 26.79% | 31.56% |
SIP Return Analysis
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | HSBC Value Fund - Regular Growth |
|---|---|---|
| 6 Month | -6.97% | -6.81% |
| 1 Year | -14.27% | -12.32% |
| 3 Year | 16.99% | 19.95% |
| 5 Year | 18.94% | 22.28% |
Rolling Lumpsum Returns
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Year | 17.28% | 13% |
| 3 Year | 16.64% | 19.13% |
| 5 Year | 14.99% | 16.98% |
Risk Management
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | HSBC Value Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.45% | 15.41% |
| Sharp | 0.73% | 0.746% |
| Beta | 0.99% | 0.998% |
| Alpha | 4% | 4.795% |
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Fund Managers
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | HSBC Value Fund - Regular Growth |
|---|---|---|
| Name | Amey Sathe | Venugopal Manghat |
| Total AUM | ₹11910 Cr | ₹41442 Cr |
| Funds Managed | 4 | 7 |
| Tata Equity PE Fund Regular Plan -(Growth Option) | HSBC Value Fund - Regular Growth |
Market Cap
| Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Others | 10.2 | 1.96 |
| Large Cap | 52.7 | 42.84 |
| Mid Cap | 13.06 | 16.91 |
| Small Cap | 24.04 | 38.3 |
Sector Allocation
| Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Others | 7.28 | 1.47 |
| Technology | 7.93 | 12.9 |
| Basic Materials | 4.3 | 15.28 |
| Energy | 9.95 | 3.01 |
| Consumer Cyclical | 10.3 | 8.42 |
| Financial Services | 36.02 | 29.68 |
| Industrials | 0.6 | 12.63 |
| Healthcare | 5.89 | 1.8 |
| Communication Services | 4.56 | 2.24 |
| Consumer Defensive | 6.9 | 6.39 |
| Utilities | 6.28 | 1.91 |
| Real Estate | - | 4.25 |
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