Tata Hybrid Equity Fund vs HSBC Aggressive Hybrid Fund compare

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tortoise-icon Tata Hybrid Equity Fund- Regular Plan - Growth Option

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tortoise-icon HSBC Aggressive Hybrid Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Very High
Asset Size (Cr) ₹3917 Cr ₹5719 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 08 Oct 1995 30 Jan 2013
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 1.93 1.87
Manager Murthy Nagarajan Gautam Bhupal
ISIN Code INF277K01303 INF917K01LB0
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year/365

Trailing Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
1 Month 3.73% 1.26%
6 Month 16.33% 19.81%
1 Year 26.16% 35.19%
3 Year 14.08% 15.62%
5 Year 16.67% 16.95%

SIP Return Analysis

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
6 Month - -
1 Year 11.33% 15.3%
3 Year 26.53% 32.33%
5 Year 51.49% 54.56%

Rolling Lumpsum Returns

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
1 Year 16.58% 17.18%
3 Year 41.09% 42.22%
5 Year 56.19% 61.96%

Risk Management

Scheme Name Tata Hybrid Equity Fund- Regular Plan - Growth Option HSBC Aggressive Hybrid Fund - Regular Growth
Standard Deviation 9.21% 10.22%
Sharp 0.77% 0.89%
Beta 1.02% 1.02%
Alpha 2.37% 2.87%

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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 25.51 26.52
Large Cap 55.94 32.69
Mid Cap 11.26 21.04
Small Cap 7.29 19.75

Sector Allocation

Scheme Name

Tata Hybrid Equity Fund- Regular Plan - Growth Option

HSBC Aggressive Hybrid Fund - Regular Growth

Others 5.93 1.06
Sovereign 6.07 11.08
Construction 7.14 8.56
Automobile 3.13 4.23
Communication 5.94 1.12
Energy 10.78 5.03
Technology 6.06 6.45
Materials 3.08 0.16
Financial 29.11 27.74
Healthcare 2.96 2.54
Consumer Staples 6.55 1.72
Metals & Mining 0.68 0.56
Insurance 0.13 -
Capital Goods 2.65 23.98
Chemicals 4 -
Services 5.79 4.48
Consumer Discretionary - 1.29

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