Quant ESG Equity Fund Regular vs HSBC Business Cycles Fund compare
HSBC Business Cycles Fund - Regular Growth
Quant ESG Equity Fund Regular - Growth
Chart Comparison
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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