ICICI Prudential ESG Exclusionary Strategy Fund vs HSBC Business Cycles Fund compare
ICICI Prudential ESG Exclusionary Strategy Fund - Growth
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Fund | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1471 Cr | ₹995 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Oct 2020 | 20 Aug 2014 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 ESG TRI | NIFTY 500 TRI |
Turn Over | 36% | 28% |
Expense Ratio | 2.17 | 2.28 |
Manager | Mittul Kalawadia | Venugopal Manghat |
ISIN Code | INF109KC1N75 | INF917K01RF8 |
Exits Load | ICICI Prudential ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Business Cycles 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 | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Month | 4.57% | 11.23% |
6 Month | -12.4% | -13.46% |
1 Year | 10% | 10.44% |
3 Year | 15.25% | 19.05% |
5 Year | - | 29.87% |
SIP Return Analysis
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | -3.94% | -6.93% |
1 Year | -3.43% | -10.64% |
3 Year | 18.28% | 19.99% |
5 Year | - | 21.66% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 18.14% | 12.53% |
3 Year | 16.24% | 12.41% |
5 Year | - | 10.07% |
Risk Management
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.253% | 16.92% |
Sharp | 0.854% | 0.627% |
Beta | 0.811% | - |
Alpha | 6.291% | - |
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Fund Managers
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Name | Mittul Kalawadia | Venugopal Manghat |
Total AUM | ₹45730 Cr | ₹41442 Cr |
Funds Managed | 5 | 7 |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
Market Cap
Scheme Name |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 5.67 | 3.21 |
Large Cap | 67.52 | 41.17 |
Mid Cap | 4.67 | 11.24 |
Small Cap | 22.14 | 44.38 |
Sector Allocation
Scheme Name |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 5.67 | 4.33 |
Energy | 2.07 | 6.42 |
Technology | 8.96 | 1.43 |
Financial Services | 25.66 | 29.12 |
Basic Materials | 5.48 | 12.59 |
Healthcare | 9.86 | - |
Consumer Cyclical | 14.65 | 16.85 |
Industrials | 8.2 | 28.03 |
Consumer Defensive | 4.08 | - |
Communication Services | 11.26 | - |
Utilities | 4.12 | - |
Real Estate | - | 1.22 |
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