Tata Ethical Fund vs HSBC Business Cycles Fund compare
Tata Ethical Fund-Regular Plan - Growth Option
HSBC Business Cycles Fund - Regular Growth
Chart 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) | ₹2817 Cr | ₹925 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 May 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 | 1.95 | 2.35 |
| Manager | Abhinav Sharma | Venugopal Manghat |
| ISIN Code | INF277K01956 | INF917K01RF8 |
| Exits Load | Exit load of 0.50% if redeemed within 90 days./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 Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.19% | 2.75% |
| 6 Month | 23.58% | 25.5% |
| 1 Year | 33.21% | 53.88% |
| 3 Year | 15.68% | 26.31% |
| 5 Year | 23.75% | 24.78% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.81% | 24.49% |
| 3 Year | 31.9% | 54.47% |
| 5 Year | 69.56% | 97.18% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 22.58% | 25.98% |
| 3 Year | 52.72% | 71.34% |
| 5 Year | 75.06% | 107.95% |
| Scheme Name | Tata Ethical Fund-Regular Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.5% | 13.82% |
| Sharp | 0.78% | 1.28% |
| Beta | 0.87% | 0.96% |
| Alpha | 1.32% | 5.23% |
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| 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 |
| 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 | 7.3 | 2.77 |
| Large Cap | 44.12 | 43.45 |
| Mid Cap | 34.61 | 10.07 |
| Small Cap | 13.97 | 43.71 |
| Scheme Name |
Tata Ethical Fund-Regular Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 6.24 | 1.39 |
| Capital Goods | 14.79 | 15.45 |
| Materials | 9.23 | 7.58 |
| Technology | 22.83 | - |
| Consumer Staples | 10.41 | 2.06 |
| Healthcare | 10.15 | - |
| Chemicals | 6.1 | 2.15 |
| Automobile | 3.17 | 2.06 |
| Metals & Mining | 3.57 | 5.53 |
| Communication | 1.22 | - |
| Energy | 4.5 | 4.53 |
| Consumer Discretionary | 2.33 | 4.3 |
| Services | 1.22 | 18.75 |
| Diversified | 2.05 | - |
| Textiles | 2.19 | 1.75 |
| Construction | - | 17.05 |
| Financial | - | 17.4 |
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