Tata Ethical Fund vs HSBC Business Cycles Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
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) | ₹3253 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 |
Trailing Lumpsum Returns
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Month | 3% | 5.14% |
6 Month | -8.84% | -5.85% |
1 Year | 3.41% | 12.15% |
3 Year | 10.42% | 21.27% |
5 Year | 20.93% | 28.49% |
SIP Return Analysis
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | -3.9% | -0.89% |
1 Year | -15.19% | -6.41% |
3 Year | 8.35% | 20.65% |
5 Year | 12.3% | 21.79% |
Rolling Lumpsum Returns
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 13.97% | 12.53% |
3 Year | 13.84% | 12.41% |
5 Year | 14.38% | 10.07% |
Risk Management
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.5% | 16.92% |
Sharp | 0.15% | 0.627% |
Beta | 0.87% | - |
Alpha | -0.77% | - |
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Fund Managers
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 |
Funds Managed | 3 | 7 |
Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
Market Cap
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 9.42 | 3.21 |
Large Cap | 39.68 | 41.17 |
Mid Cap | 35.67 | 11.24 |
Small Cap | 15.23 | 44.38 |
Sector Allocation
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 9.42 | 4.33 |
Industrials | 12.67 | 28.03 |
Basic Materials | 12.39 | 12.59 |
Energy | 5.98 | 6.42 |
Consumer Defensive | 11.69 | - |
Healthcare | 15.21 | - |
Technology | 16.25 | 1.43 |
Consumer Cyclical | 12.35 | 16.85 |
Utilities | 4.03 | - |
Financial Services | - | 29.12 |
Real Estate | - | 1.22 |
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