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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 | 5.74% | 12.26% |
| 6 Month | -16.94% | -12.66% |
| 1 Year | 0.39% | 10.62% |
| 3 Year | 8.28% | 19.4% |
| 5 Year | 22.61% | 30.09% |
SIP Return Analysis
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | -7.74% | -6.93% |
| 1 Year | -16.45% | -10.64% |
| 3 Year | 8.58% | 19.99% |
| 5 Year | 12.85% | 21.66% |
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 | 0.18% | 0.627% |
| Beta | 0.87% | - |
| Alpha | -0.47% | - |
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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 | 6.72 | 3.21 |
| Large Cap | 42.48 | 41.17 |
| Mid Cap | 35.24 | 11.24 |
| Small Cap | 15.55 | 44.38 |
Sector Allocation
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 6.72 | 4.33 |
| Industrials | 15.26 | 28.03 |
| Basic Materials | 12.47 | 12.59 |
| Energy | 5.98 | 6.42 |
| Consumer Defensive | 11.79 | - |
| Healthcare | 15.05 | - |
| Technology | 17.43 | 1.43 |
| Consumer Cyclical | 11.39 | 16.85 |
| Utilities | 3.91 | - |
| Financial Services | - | 29.12 |
| Real Estate | - | 1.22 |
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