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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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tortoise-icon Quant ESG Equity 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) ₹995 Cr ₹288 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 2.42
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

Trailing Lumpsum Returns

Scheme Name HSBC Business Cycles Fund - Regular Growth Quant ESG Equity Fund Regular - Growth
1 Month 11.98% 5.96%
6 Month -13.06% -20.48%
1 Year 13.48% -1.77%
3 Year 20.61% 15.1%
5 Year 28.96% -

SIP Return Analysis

Scheme Name HSBC Business Cycles Fund - Regular Growth Quant ESG Equity Fund Regular - Growth
6 Month -6.93% -9.38%
1 Year -10.64% -21.73%
3 Year 19.99% 11.48%
5 Year 21.66% -

Rolling Lumpsum Returns

Scheme Name HSBC Business Cycles Fund - Regular Growth Quant ESG Equity Fund Regular - Growth
1 Year 12.53% 24.8%
3 Year 12.41% 29.82%
5 Year 10.07% -

Risk Management

Scheme Name HSBC Business Cycles Fund - Regular Growth Quant ESG Equity Fund Regular - Growth
Standard Deviation 16.92% 18.756%
Sharp 0.627% 0.643%
Beta - 1.112%
Alpha - 6.426%

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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
Funds Managed 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 3.21 13.27
Large Cap 41.17 45.01
Small Cap 44.38 20.43
Mid Cap 11.24 21.29

Sector Allocation

Scheme Name

HSBC Business Cycles Fund - Regular Growth

Quant ESG Equity Fund Regular - Growth

Others 4.33 13.27
Energy 6.42 9.56
Technology 1.43 3.22
Industrials 28.03 -
Financial Services 29.12 32.57
Basic Materials 12.59 -
Consumer Cyclical 16.85 6.97
Real Estate 1.22 -
Healthcare - 19.88
Consumer Defensive - 8.79
Utilities - 5.74

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