Compare HSBC Aggressive Hybrid Fund Direct Growth vs Tata Hybrid Equity Fund Direct Plan Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
HSBC Aggressive Hybrid Fund Direct GrowthHybrid
Aggressive Hybrid
3.0
Tata Hybrid Equity Fund Direct Plan GrowthHybrid
Aggressive Hybrid
3.0
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HSBC Aggressive Hybrid Fund Direct Growth

(30.5%)

Tata Hybrid Equity Fund Direct Plan Growth

(21.6%)

Fund Details

Risk
Very High
Very High
-
Min SIP Amount
₹500
₹100
-
Expense Ratio
0.81%
0.98%
-
NAV
₹64.8 (13-Dec-2024)
₹491.3 (13-Dec-2024)
- 
Fund Started
01-Jan-2013
01-Jan-2013
-
Fund Size
₹5,849Cr
₹4,312Cr
-
Exit Load
Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year
For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
-

Returns

1Y
30.5%
21.6%
-
3Y
16.2%
14.3%
-
5Y
17.5%
16.0%
-

Pros & Cons

Pros
1.Lower expense ratio: 0.81%2.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y3.Higher alpha: 3.71 
The fund has generated returns higher than benchmark - NIFTY 50 Hybrid Composite Debt 65:35 Index - in the last 3Y 
1.Lower expense ratio: 0.98%2.Average credit rating of the fund's holdings: AAA 
This fund has holdings of the highest quality3.Higher alpha: 2.7 
The fund has generated returns higher than benchmark - CRISIL Hybrid 35+65 Aggressive Index - in the last 3Y 
-

Cons
Found nothing so far.
1.Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

Top 10 Holdings
Name
Assets
Zomato Ltd.
4.4%
ICICI Bank Ltd.
3.6%
Trent Ltd.
3.6%
Bharat Electronics Ltd.
3.3%
CG Power and Industrial Solutions Ltd.
2.9%
GE Vernova T&D India Ltd.
2.9%
Suzlon Energy Ltd.
2.8%
Zensar Technologies Ltd.
2.3%
BSE Ltd.
2.1%
Karur Vysya Bank Ltd.
2.0%
Name
Assets
HDFC Bank Ltd.
7.1%
Reliance Industries Ltd.
5.5%
Bharti Airtel Ltd.
5.1%
Larsen & Toubro Ltd.
3.9%
Infosys Ltd.
3.6%
State Bank of India
3.4%
ICICI Bank Ltd.
3.1%
Tata Consultancy Services Ltd.
3.1%
Varun Beverages Ltd.
2.5%
PI Industries Ltd.
2.2%
-

Fund Manager

Name
Asif Rizwi
Murthy Nagarajan
-
Education
Mr. Rizwi has done B.Tech and PGDM from IIM-C
Mr. Nagarajan is a M.Com, ICWA and PGPMS.
-
Experience
Prior to joining HSBC MF, he has worked with L&T MF, Yes Bank, ICICI Bank, Nomura International plc and Deutsche Bank
Prior to joining Tata AMC he has worked with Quantum AMC as head fixed income, Mirae Asset Global Investment India Ltd..
-

About Fund

Description
HSBC Mutual Fund started their mutual fund on 27/05/2002 and its managing total assets of Rs. 10,912 Cr. Its ranked at 23 as per total assets at end of 30th Sep 2017.
Tata Mutual Fund started their mutual fund on 30/06/1995 and its managing total assets of ₹44,897 Cr. Its ranked at 13 as per total assets at end of 30th Sep 2017.
-
Launch Date
27 May 2002
30 Jun 1995
-
Custodian
Citibank NA
HDFC Bank
-
Registrar & Transfer Agent
Cams
Cams
-

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Compare Funds

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

HSBC Aggressive Hybrid Fund Direct Growth

Tata Hybrid Equity Fund Direct Plan Growth

Add a fund

HSBC Aggressive Hybrid Fund Direct Growth

Tata Hybrid Equity Fund Direct Plan Growth

1.Lower expense ratio: 0.81%

2.Consistently higher annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

3.Higher alpha: 3.71 The fund has generated returns higher than benchmark - NIFTY 50 Hybrid Composite Debt 65:35 Index - in the last 3Y

1.Lower expense ratio: 0.98%

2.Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

3.Higher alpha: 2.7 The fund has generated returns higher than benchmark - CRISIL Hybrid 35+65 Aggressive Index - in the last 3Y

Found nothing so far.

1.Consistently lower annualised returns than category average for the past 1Y, 3Y, 5Y and 10Y

Holding Analysis

Top Holdings

Popular Comparisons