Tata Equity PE Fund Regular Plan vs HSBC Value Fund 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) | ₹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 |
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Month | 6.47% | 0.24% |
| 6 Month | 22.56% | 19.56% |
| 1 Year | 51.56% | 52.81% |
| 3 Year | 24.88% | 26.79% |
| 5 Year | 24.36% | 26.83% |
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | HSBC Value Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 21.72% | 25.04% |
| 3 Year | 52.97% | 60.62% |
| 5 Year | 90.67% | 111.62% |
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | HSBC Value Fund - Regular Growth |
|---|---|---|
| 1 Year | 24.2% | 28.85% |
| 3 Year | 66.59% | 78.63% |
| 5 Year | 99.69% | 120.09% |
| Scheme Name | Tata Equity PE Fund Regular Plan -(Growth Option) | HSBC Value Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.45% | 13.39% |
| Sharp | 1.44% | 1.4% |
| Beta | 0.94% | 0.95% |
| Alpha | 5.86% | 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 |
|---|---|---|
| Large Cap | 57.7 | 40.01 |
| Small Cap | 19.81 | 37.19 |
| Others | 2.76 | 4.31 |
| Mid Cap | 19.73 | 18.49 |
| Scheme Name |
Tata Equity PE Fund Regular Plan -(Growth Option) |
HSBC Value Fund - Regular Growth |
|---|---|---|
| Financial | 28.56 | 24.61 |
| Energy | 18.67 | 7.65 |
| Materials | 8.03 | 3.91 |
| Capital Goods | 6.97 | 9.78 |
| Consumer Staples | 6.13 | 5.74 |
| Technology | 4.36 | 8.67 |
| Textiles | 3.15 | 1.65 |
| Automobile | 7.33 | 6.67 |
| Others | 2.71 | 1.15 |
| Services | 4.01 | 3.92 |
| Healthcare | 2.82 | 2 |
| Communication | 1.45 | 1.87 |
| Metals & Mining | 2.84 | 8.25 |
| Chemicals | 1.41 | 1.88 |
| Construction | 1.56 | 12.25 |
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