Quant ESG Equity Fund Regular vs HSBC Business Cycles Fund compare

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tortoise-icon HSBC Business Cycles Fund - Regular Growth

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Chart Comparison

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

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) ₹925 Cr ₹278 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 2.35 2.39
Manager Venugopal Manghat Sanjeev Sharma
ISIN Code INF917K01RF8 INF966L01AB8
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

Trailing Lumpsum Returns

Scheme Name HSBC Business Cycles Fund - Regular Growth Quant ESG Equity Fund Regular - Growth
1 Month 2.75% 1.32%
6 Month 25.5% 20.8%
1 Year 53.88% 54.41%
3 Year 26.31% 30.36%
5 Year 24.78% -

SIP Return Analysis

Scheme Name HSBC Business Cycles Fund - Regular Growth Quant ESG Equity Fund Regular - Growth
6 Month - -
1 Year 24.49% 21.9%
3 Year 54.47% 53.64%
5 Year 97.18% 74.14%

Rolling Lumpsum Returns

Scheme Name HSBC Business Cycles Fund - Regular Growth Quant ESG Equity Fund Regular - Growth
1 Year 25.98% 28.13%
3 Year 71.34% 69.46%
5 Year 107.95% 75.54%

Risk Management

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%

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Fund Managers

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

Market Cap

Scheme Name

HSBC Business Cycles Fund - Regular Growth

Quant ESG Equity Fund Regular - Growth

Others 2.77 13.46
Large Cap 43.45 54.11
Small Cap 43.71 22.4
Mid Cap 10.07 10.01

Sector Allocation

Scheme Name

HSBC Business Cycles Fund - Regular Growth

Quant ESG Equity Fund Regular - Growth

Others 1.39 -2.96
Energy 4.53 24.53
Capital Goods 15.45 -
Construction 17.05 -
Financial 17.4 18.3
Metals & Mining 5.53 -
Consumer Staples 2.06 13.5
Chemicals 2.15 -
Automobile 2.06 -
Services 18.75 17.06
Materials 7.58 0.43
Consumer Discretionary 4.3 -
Textiles 1.75 -
Healthcare - 16.19
Insurance - 4.95
Technology - 7.98

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