HSBC Value Fund vs Tata Equity PE Fund Regular Plan compare

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tortoise-icon Tata Equity PE Fund Regular Plan -(Growth Option)

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tortoise-icon HSBC Value 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 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) ₹8485 Cr ₹13359 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Jun 2004 20 Jan 2013
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 1.73
Manager Amey Sathe Venugopal Manghat
ISIN Code INF277K01451 INF677K01023
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months./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 Equity PE Fund Regular Plan -(Growth Option) HSBC Value Fund - Regular Growth
1 Month -7.14% -6.15%
6 Month 4.55% 6.13%
1 Year 32.34% 33.27%
3 Year 19.13% 21.29%
5 Year 19.95% 23.85%

SIP Return Analysis

Scheme Name Tata Equity PE Fund Regular Plan -(Growth Option) HSBC Value Fund - Regular Growth
6 Month - -
1 Year 23.37% 26.03%
3 Year 28.91% 31.72%
5 Year 25.91% 29.51%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name Tata Equity PE Fund Regular Plan -(Growth Option) HSBC Value Fund - Regular Growth
Standard Deviation 12.45% 13.39%
Sharp 1.03% 1.4%
Beta 0.96% 0.95%
Alpha 5.16% 6.42%

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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
Fund Manage 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 2.76 4.31
Large Cap 57.7 40.01
Mid Cap 19.73 18.49
Small Cap 19.81 37.19

Sector Allocation

Scheme Name

Tata Equity PE Fund Regular Plan -(Growth Option)

HSBC Value Fund - Regular Growth

Others 2.71 1.15
Materials 8.03 3.91
Energy 18.67 7.65
Financial 28.56 24.61
Automobile 7.33 6.67
Capital Goods 6.97 9.78
Technology 4.36 8.67
Services 4.01 3.92
Healthcare 2.82 2
Chemicals 1.41 1.88
Communication 1.45 1.87
Consumer Staples 6.13 5.74
Construction 1.56 12.25
Textiles 3.15 1.65
Metals & Mining 2.84 8.25

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