SBI Equity Minimum Variance Fund vs HSBC Business Cycles Fund compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
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 Risk | Very High |
Asset Size (Cr) | ₹214 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 | 0.75 | 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 | -2.57% | -6.78% |
6 Month | -13.02% | -13.76% |
1 Year | -0.96% | 7.33% |
3 Year | 12.86% | 17.96% |
5 Year | 16.21% | 17.35% |
SIP Return Analysis
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -10.54% | -13.01% |
3 Year | 11.07% | 17.5% |
5 Year | 14.86% | 20.7% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 17.52% | 12.53% |
3 Year | 18.26% | 12.41% |
5 Year | 18.14% | 10.07% |
Risk Management
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.168% | 15.538% |
Sharp | 0.601% | 0.837% |
Beta | - | - |
Alpha | - | - |
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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 | -0.05 | 3.65 |
Large Cap | 93.27 | 38.95 |
Mid Cap | 6.78 | 11.82 |
Small Cap | - | 45.58 |
Sector Allocation
Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | -0.05 | 3.65 |
Petroleum Products | 1.84 | 3.41 |
IT - Software | 10.96 | - |
Construction | 1.12 | 13.2 |
Ferrous Metals | 2 | 0.82 |
Consumer Durables | 3.4 | 5.85 |
Diversified FMCG | 9.79 | - |
Non - Ferrous Metals | 0.93 | 0.84 |
Banks | 6.54 | 10.83 |
Pharmaceuticals & Biotechnology | 16.77 | - |
Cement & Cement Products | 2.11 | 2.84 |
Automobiles | 5.59 | 1.14 |
Insurance | 1.83 | - |
Agricultural Food & other Products | 4.57 | - |
Oil | 0.93 | - |
Food Products | 14.32 | - |
Aerospace & Defense | 1.15 | 4.02 |
Finance | 2.84 | 5.34 |
Telecom - Services | 1.63 | - |
Metals & Minerals Trading | 0.93 | - |
Healthcare Services | 6.02 | - |
Consumable Fuels | 0.86 | - |
Power | 1.89 | - |
Transport Infrastructure | 0.98 | - |
Retailing | 1.05 | 6.58 |
Capital Markets | - | 9.22 |
Electrical Equipment | - | 5.26 |
Paper, Forest & Jute Products | - | 2.12 |
Chemicals & Petrochemicals | - | 2.67 |
Industrial Products | - | 6.38 |
Auto Components | - | 1.89 |
Gas | - | 2.29 |
Leisure Services | - | 1.06 |
Industrial Manufacturing | - | 1.92 |
Financial Technology (Fintech) | - | 3.04 |
Textiles & Apparels | - | 2.92 |
Fertilizers & Agrochemicals | - | 1.51 |
Realty | - | 1.2 |
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