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
| 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) | ₹8681 Cr | ₹13603 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 | 1.78 | 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 |
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.75% | 3.17% |
| 6 Month | 0.68% | 1.57% |
| 1 Year | 22.37% | 26.23% |
| 3 Year | 21.22% | 23.94% |
| 5 Year | 20.15% | 24.48% |
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | HSBC Value Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.56% | 18.19% |
| 3 Year | 26.03% | 30.38% |
| 5 Year | 24.54% | 28.99% |
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Year | 17.13% | 12.72% |
| 3 Year | 16.47% | 18.93% |
| 5 Year | 14.86% | 16.67% |
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | HSBC Value Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.45% | 13.39% |
| Sharp | 1.08% | 1.4% |
| Beta | 0.96% | 0.95% |
| Alpha | 4.9% | 6.42% |
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| 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 |
| Fund Manage | 4 | 7 |
| Tata Equity PE Fund Regular Plan -(Growth Option) | HSBC Value Fund - Regular Growth |
| Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Others | 8.82 | 4.31 |
| Mid Cap | 15.6 | 18.49 |
| Large Cap | 50.82 | 40.01 |
| Small Cap | 24.76 | 37.19 |
| Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Others | 8.82 | 1.15 |
| Cement & Cement Products | 1.38 | - |
| Petroleum Products | 4.61 | - |
| Textiles & Apparels | 3.68 | - |
| Banks | 18.13 | - |
| Aerospace & Defense | 0.9 | - |
| IT - Software | 4.8 | - |
| Leisure Services | 0.83 | - |
| Pharmaceuticals & Biotechnology | 5.72 | - |
| Consumer Durables | 2.05 | - |
| Capital Markets | 5.19 | - |
| Finance | 10.65 | - |
| Telecom - Services | 2.5 | - |
| Diversified FMCG | 3.55 | - |
| Automobiles | 2.64 | - |
| Construction | 0.62 | 12.25 |
| Gas | 0.88 | - |
| Oil | 1.44 | - |
| Auto Components | 2.84 | - |
| Entertainment | 1.69 | - |
| Industrial Products | 0.73 | - |
| Consumable Fuels | 4.12 | - |
| Minerals & Mining | 1.08 | - |
| Power | 5.86 | - |
| Retailing | 1.68 | - |
| Beverages | 3.61 | - |
| Energy | - | 7.65 |
| Technology | - | 8.67 |
| Financial | - | 24.61 |
| Metals & Mining | - | 8.25 |
| Automobile | - | 6.67 |
| Healthcare | - | 2 |
| Services | - | 3.92 |
| Consumer Staples | - | 5.74 |
| Capital Goods | - | 9.78 |
| Chemicals | - | 1.88 |
| Materials | - | 3.91 |
| Communication | - | 1.87 |
| Textiles | - | 1.65 |
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