HSBC Business Cycles Fund vs Quant Quantamental Fund Regular compare

Overview

Scheme Name	HSBC Business Cycles Fund - Regular Growth	Quant Quantamental Fund Regular - Growth
Fund	HSBC Business Cycles Fund - Regular Growth	Quant Quantamental Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹925 Cr	₹2553 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	20 Aug 2014	20 Apr 2021
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open-ended
Benchmark	NIFTY 500 TRI	NIFTY 200 TRI
Turn Over	28%	%
Expense Ratio	2.35	1.96
Manager	Venugopal Manghat	Sanjeev Sharma
ISIN Code	INF917K01RF8	INF966L01AH5
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365	Exit load of 1%, if redeemed within 15 days./365

Scheme Name	HSBC Business Cycles Fund - Regular Growth	Quant Quantamental Fund Regular - Growth
1 Month	-8.09%	-9.6%
6 Month	7.1%	-8.13%
1 Year	39.87%	25.22%
3 Year	20.71%	23.88%
5 Year	21.99%	-

Scheme Name	HSBC Business Cycles Fund - Regular Growth	Quant Quantamental Fund Regular - Growth
6 Month	-	-
1 Year	33.01%	7.38%
3 Year	31.32%	29.18%
5 Year	28.22%	-

Scheme Name	HSBC Business Cycles Fund - Regular Growth	Quant Quantamental Fund Regular - Growth
1 Year	11.86%	28.68%
3 Year	11.87%	32.4%
5 Year	9.57%	-

Scheme Name	HSBC Business Cycles Fund - Regular Growth	Quant Quantamental Fund Regular - Growth
Standard Deviation	13.82%	15.62%
Sharp	1.28%	1.52%
Beta	0.96%	0.88%
Alpha	5.23%	12.52%

Scheme Name	HSBC Business Cycles Fund - Regular Growth	Quant Quantamental 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 Quantamental Fund Regular - Growth

Scheme Name	HSBC Business Cycles Fund - Regular Growth	Quant Quantamental Fund Regular - Growth
Others	2.77	17.86
Large Cap	43.45	69.79
Small Cap	43.71	9.5
Mid Cap	10.07	2.86

Scheme Name	HSBC Business Cycles Fund - Regular Growth	Quant Quantamental Fund Regular - Growth
Others	1.39	17.86
Energy	4.53	-
Capital Goods	15.45	-
Construction	17.05	8.33
Financial	17.4	-
Metals & Mining	5.53	-
Consumer Staples	2.06	-
Chemicals	2.15	-
Automobile	2.06	-
Services	18.75	-
Materials	7.58	-
Consumer Discretionary	4.3	-
Textiles	1.75	-
Petroleum Products	-	8.87
Pharmaceuticals & Biotechnology	-	4.72
Diversified FMCG	-	14.4
Cement & Cement Products	-	1.02
Insurance	-	11.99
Finance	-	13.99
Food Products	-	5.51
Entertainment	-	0.92
Power	-	7.3
Auto Components	-	3.96
Beverages	-	1.14