SBI Equity Minimum Variance Fund vs HSBC Business Cycles Fund compare

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tortoise-icon SBI Equity Minimum Variance Fund - Regular Plan - Growth

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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 SBI Equity Minimum Variance Fund - Regular Plan - Growth HSBC Business Cycles Fund - Regular Growth
Fund SBI Equity Minimum Variance Fund - Regular Plan - Growth HSBC Business Cycles Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹219 Cr ₹995 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 19 Mar 2019 20 Aug 2014
Category Other Themes Other Themes
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 TRI NIFTY 500 TRI
Turn Over 37% 28%
Expense Ratio 0.74 2.28
Manager Pradeep Kesavan Venugopal Manghat
ISIN Code INF200KA1A48 INF917K01RF8
Exits Load SBI Equity Minimum Variance Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 15 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 SBI Equity Minimum Variance Fund - Regular Plan - Growth HSBC Business Cycles Fund - Regular Growth
1 Month -0.59% 4.95%
6 Month -2.18% 5.65%
1 Year 10.35% 36.45%
3 Year 14.58% 24.51%
5 Year 17.6% 22.91%

SIP Return Analysis

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth HSBC Business Cycles Fund - Regular Growth
6 Month - -
1 Year -0.93% 27.72%
3 Year 15.09% 31.6%
5 Year 17.44% 28.67%

Rolling Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth HSBC Business Cycles Fund - Regular Growth
1 Year 18.65% 11.86%
3 Year 18.46% 11.87%
5 Year 18.79% 9.57%

Risk Management

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth HSBC Business Cycles Fund - Regular Growth
Standard Deviation 11.9% 13.82%
Sharp 1.05% 1.28%
Beta 0.89% 0.96%
Alpha 3.35% 5.23%

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Fund Managers

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth HSBC Business Cycles Fund - Regular Growth
Name Pradeep Kesavan Venugopal Manghat
Total AUM ₹434274 Cr ₹41442 Cr
Fund Manage 43 7
SBI Equity Minimum Variance Fund - Regular Plan - Growth HSBC Business Cycles Fund - Regular Growth

Market Cap

Scheme Name

SBI Equity Minimum Variance Fund - Regular Plan - Growth

HSBC Business Cycles Fund - Regular Growth

Others 7.5 2.77
Large Cap 91.39 43.45
Mid Cap 1.11 10.07
Small Cap - 43.71

Sector Allocation

Scheme Name

SBI Equity Minimum Variance Fund - Regular Plan - Growth

HSBC Business Cycles Fund - Regular Growth

Others 0.21 1.39
Energy 5.22 4.53
Technology 10.8 -
Construction 0.98 17.05
Metals & Mining 3.39 5.53
Materials 4.63 7.58
Consumer Staples 28.94 2.06
Financial 9.1 17.4
Healthcare 22.43 -
Automobile 6.54 2.06
Insurance 1.8 -
Consumer Discretionary 0.86 4.3
Communication 2.93 -
Services 2.17 18.75
Capital Goods - 15.45
Chemicals - 2.15
Textiles - 1.75

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