Tata Hybrid Equity Fund vs HSBC Aggressive Hybrid Fund compare
Tata Hybrid Equity Fund- Regular Plan - Growth Option
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Fund | Tata Hybrid Equity Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹3997 Cr | ₹5282 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Jan 1996 | 07 Feb 2011 |
Category | Aggressive | Aggressive |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 |
Turn Over | 4.76% | 75% |
Expense Ratio | 1.92 | 1.85 |
Manager | Murthy Nagarajan | Gautam Bhupal |
ISIN Code | INF277K01303 | INF917K01LB0 |
Exits Load | Tata Hybrid Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Aggressive Hybrid 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 Hybrid Equity Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Month | -3.45% | -6.9% |
6 Month | -8.56% | -12.39% |
1 Year | 3.36% | 4.88% |
3 Year | 10.4% | 10.08% |
5 Year | 12.88% | 11.8% |
SIP Return Analysis
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -7.18% | -12.23% |
3 Year | 9.42% | 10.15% |
5 Year | 12.59% | 12.04% |
Rolling Lumpsum Returns
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
1 Year | 11.66% | 12.07% |
3 Year | 13.65% | 13.3% |
5 Year | 13.89% | 12.45% |
Risk Management
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Standard Deviation | 9.21% | 11.72% |
Sharp | 0.45% | 0.469% |
Beta | 1.03% | 1.116% |
Alpha | 0.66% | -0.258% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Tata Hybrid Equity Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Name | Murthy Nagarajan | Gautam Bhupal |
Total AUM | ₹18015 Cr | ₹25949 Cr |
Fund Manage | 11 | 13 |
Tata Hybrid Equity Fund- Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
Market Cap
Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 26.31 | 23.48 |
Large Cap | 54.47 | 34.5 |
Mid Cap | 10.31 | 25.17 |
Small Cap | 8.91 | 16.85 |
Sector Allocation
Scheme Name |
Tata Hybrid Equity Fund- Regular Plan - Growth Option |
HSBC Aggressive Hybrid Fund - Regular Growth |
---|---|---|
Others | 26.31 | 23.48 |
Petroleum Products | 5.67 | 0.13 |
IT - Software | 6.28 | 6.2 |
Personal Products | 0.91 | - |
Construction | 4.55 | 0.76 |
Healthcare Services | 1.33 | 0.76 |
Diversified FMCG | 3.42 | - |
Pharmaceuticals & Biotechnology | 4.41 | 0.9 |
Banks | 16.8 | 7.34 |
Realty | 1.8 | 4.18 |
Automobiles | 2.11 | 2.68 |
Telecom - Services | 5.72 | 0.48 |
Beverages | 2.45 | 0.86 |
Industrial Products | 1.48 | 3.87 |
Gas | 0.94 | - |
Transport Services | 0.48 | 0.04 |
Cement & Cement Products | 2.77 | 0.18 |
Auto Components | 1.07 | 0.21 |
Finance | 1.03 | 1.66 |
Transport Infrastructure | 1.86 | - |
Fertilizers & Agrochemicals | 2.42 | - |
Power | 2.9 | 3.74 |
Retailing | 2.42 | 8.56 |
Insurance | 0.87 | - |
Electrical Equipment | - | 17.91 |
Food Products | - | 0.2 |
Capital Markets | - | 5.71 |
Leisure Services | - | 0.89 |
Aerospace & Defense | - | 4.19 |
Industrial Manufacturing | - | 0.81 |
Financial Technology (Fintech) | - | 0.42 |
Consumer Durables | - | 3.84 |
Top Comparisons
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
3Y Returns12.68%
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option
3Y Returns12.76%
Kotak Pioneer Fund- Regular Plan- Growth Option
3Y Returns16.42%
QUANT COMMODITIES FUND REGULAR PLAN GROWTH
3Y Returns0%
WhiteOak Capital Special Opportunities Fund-Reg (G)
3Y Returns0%
Tata Nifty Realty Index Fund - Regular (G)
3Y Returns0%
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns18.85%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns13.85%