HSBC Business Cycles Fund vs Quant ESG Equity Fund Regular compare

Overview

Scheme Name	HSBC Business Cycles Fund - Regular Growth	Quant ESG Equity Fund Regular - Growth
Fund	HSBC Business Cycles Fund - Regular Growth	Quant ESG Equity Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹995 Cr	₹309 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	20 Aug 2014	05 Nov 2020
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 100 ESG TRI
Turn Over	28%	%
Expense Ratio	2.28	2.39
Manager	Venugopal Manghat	Sanjeev Sharma
ISIN Code	INF917K01RF8	INF966L01AB8
Exits Load	HSBC Business Cycles Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	HSBC Business Cycles Fund - Regular Growth	Quant ESG Equity Fund Regular - Growth
1 Month	-8.86%	-1.8%
6 Month	-3.84%	-10.94%
1 Year	21.33%	9.43%
3 Year	18.89%	17.06%
5 Year	19.59%	-

Scheme Name	HSBC Business Cycles Fund - Regular Growth	Quant ESG Equity Fund Regular - Growth
6 Month	-	-
1 Year	7.65%	-5.39%
3 Year	25.3%	18.62%
5 Year	24.99%	-

Scheme Name	HSBC Business Cycles Fund - Regular Growth	Quant ESG Equity Fund Regular - Growth
1 Year	11.86%	25.14%
3 Year	11.87%	30.59%
5 Year	9.57%	-

Scheme Name	HSBC Business Cycles Fund - Regular Growth	Quant ESG Equity Fund Regular - Growth
Standard Deviation	13.82%	17.3%
Sharp	1.28%	1.25%
Beta	0.96%	0.94%
Alpha	5.23%	12.45%

Scheme Name	HSBC Business Cycles Fund - Regular Growth	Quant ESG Equity Fund Regular - Growth
Name	Venugopal Manghat	Sanjeev Sharma
Total AUM	₹41442 Cr	₹39731 Cr
Fund Manage	7	22
	HSBC Business Cycles Fund - Regular Growth	Quant ESG Equity Fund Regular - Growth

Scheme Name	HSBC Business Cycles Fund - Regular Growth	Quant ESG Equity Fund Regular - Growth
Others	3.42	9.98
Large Cap	39.79	55.99
Small Cap	46.28	28.14
Mid Cap	10.51	5.88

Scheme Name	HSBC Business Cycles Fund - Regular Growth	Quant ESG Equity Fund Regular - Growth
Others	3.42	9.98
Petroleum Products	3.69	9.32
Construction	13.49	-
Finance	5.68	11.77
Banks	11.28	-
Non - Ferrous Metals	0.93	-
Electrical Equipment	5.31	-
Paper, Forest & Jute Products	2.36	-
Chemicals & Petrochemicals	2.79	-
Industrial Products	6.76	-
Auto Components	2.09	-
Capital Markets	7.84	-
Gas	2.58	-
Consumer Durables	5.35	-
Ferrous Metals	0.81	-
Leisure Services	0.98	-
Aerospace & Defense	3.03	-
Industrial Manufacturing	2.2	-
Cement & Cement Products	3.1	-
Financial Technology (Fintech)	2.78	-
Automobiles	1.2	-
Fertilizers & Agrochemicals	1.67	-
Realty	1.65	-
Textiles & Apparels	2.28	-
Retailing	6.73	7.83
Insurance	-	16.89
Pharmaceuticals & Biotechnology	-	11.59
Agricultural Food & other Products	-	5
Food Products	-	21.03
Telecom - Services	-	4.71
IT - Software	-	0.88
Commercial Services & Supplies	-	0.99