Tata Ethical Fund vs HSBC Business Cycles Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
Invest NowHSBC Business Cycles Fund - Regular Growth
Invest NowChart Comparison
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) | ₹3202 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 |
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Month | -2.61% | -0.78% |
6 Month | -2.3% | 4.23% |
1 Year | 15.06% | 38.57% |
3 Year | 10.34% | 23.43% |
5 Year | 19.73% | 22.69% |
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 6.19% | 26.67% |
3 Year | 16.11% | 31.23% |
5 Year | 18.33% | 28.2% |
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 13.9% | 11.86% |
3 Year | 14.05% | 11.87% |
5 Year | 14.3% | 9.57% |
Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.5% | 13.82% |
Sharp | 0.54% | 1.28% |
Beta | 0.88% | 0.96% |
Alpha | 0.3% | 5.23% |
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Get Free Experts GuidanceScheme 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 |
Fund Manage | 3 | 7 |
Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 7.33 | 3.42 |
Large Cap | 41.54 | 39.79 |
Mid Cap | 36.13 | 10.51 |
Small Cap | 15 | 46.28 |
Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 7.33 | 3.42 |
Electrical Equipment | 4.28 | 5.31 |
Industrial Products | 6.01 | 6.76 |
Consumer Durables | 5.43 | 5.35 |
Fertilizers & Agrochemicals | 2.92 | 1.67 |
Petroleum Products | 2.13 | 3.69 |
Diversified FMCG | 4.49 | - |
Pharmaceuticals & Biotechnology | 12.47 | - |
IT - Software | 16.98 | - |
Healthcare Services | 2.99 | - |
Cement & Cement Products | 4.73 | 3.1 |
Chemicals & Petrochemicals | 4.69 | 2.79 |
Auto Components | 6.17 | 2.09 |
Personal Products | 4.12 | - |
Gas | 4.7 | 2.58 |
IT - Services | 1.29 | - |
Non - Ferrous Metals | 1.1 | 0.93 |
Agricultural Food & other Products | 2.27 | - |
Retailing | 1.7 | 6.73 |
Food Products | 0.81 | - |
Oil | 1.45 | - |
Diversified | 0.73 | - |
Textiles & Apparels | 1.21 | 2.28 |
Construction | - | 13.49 |
Finance | - | 5.68 |
Banks | - | 11.28 |
Paper, Forest & Jute Products | - | 2.36 |
Capital Markets | - | 7.84 |
Ferrous Metals | - | 0.81 |
Leisure Services | - | 0.98 |
Aerospace & Defense | - | 3.03 |
Industrial Manufacturing | - | 2.2 |
Financial Technology (Fintech) | - | 2.78 |
Automobiles | - | 1.2 |
Realty | - | 1.65 |
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