Quant ESG Equity Fund Regular vs HSBC Business Cycles Fund 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)	₹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

Scheme Name	HSBC Business Cycles Fund - Regular Growth	Quant ESG Equity Fund Regular - Growth
1 Month	-8.09%	-8.08%
6 Month	7.1%	3.92%
1 Year	39.87%	29.88%
3 Year	20.71%	20.03%
5 Year	21.99%	-

Scheme Name	HSBC Business Cycles Fund - Regular Growth	Quant ESG Equity Fund Regular - Growth
6 Month	-	-
1 Year	33.01%	15.38%
3 Year	31.32%	25.4%
5 Year	28.22%	-

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	2.77	9.98
Large Cap	43.45	55.99
Small Cap	43.71	28.14
Mid Cap	10.07	5.88

Scheme Name	HSBC Business Cycles Fund - Regular Growth	Quant ESG Equity Fund Regular - Growth
Others	1.39	9.98
Energy	4.53	-
Capital Goods	15.45	-
Construction	17.05	-
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	-	9.32
Insurance	-	16.89
Pharmaceuticals & Biotechnology	-	11.59
Agricultural Food & other Products	-	5
Food Products	-	21.03
Finance	-	11.77
Telecom - Services	-	4.71
IT - Software	-	0.88
Retailing	-	7.83
Commercial Services & Supplies	-	0.99