SBI Equity Minimum Variance Fund vs HSBC Business Cycles Fund compare

SBI Equity Minimum Variance Fund - Regular Plan - Growth

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HSBC Business Cycles Fund - Regular Growth

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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

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
1 Month	-1.02%	-8.86%
6 Month	-7.57%	-3.84%
1 Year	5.74%	21.33%
3 Year	13.14%	18.89%
5 Year	16.94%	19.59%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
6 Month	-	-
1 Year	-3.77%	7.65%
3 Year	13.91%	25.3%
5 Year	16.56%	24.99%

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%

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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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

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
Others	7.5	3.42
Large Cap	91.39	39.79
Mid Cap	1.11	10.51
Small Cap	-	46.28

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
Others	0.21	3.42
Energy	5.22	-
Technology	10.8	-
Construction	0.98	13.49
Metals & Mining	3.39	-
Materials	4.63	-
Consumer Staples	28.94	-
Financial	9.1	-
Healthcare	22.43	-
Automobile	6.54	-
Insurance	1.8	-
Consumer Discretionary	0.86	-
Communication	2.93	-
Services	2.17	-
Petroleum Products	-	3.69
Finance	-	5.68
Banks	-	11.28
Non - Ferrous Metals	-	0.93
Electrical Equipment	-	5.31
Paper, Forest & Jute Products	-	2.36
Chemicals & Petrochemicals	-	2.79
Industrial Products	-	6.76
Auto Components	-	2.09
Capital Markets	-	7.84
Gas	-	2.58
Consumer Durables	-	5.35
Ferrous Metals	-	0.81
Leisure Services	-	0.98
Aerospace & Defense	-	3.03
Industrial Manufacturing	-	2.2
Cement & Cement Products	-	3.1
Financial Technology (Fintech)	-	2.78
Automobiles	-	1.2
Fertilizers & Agrochemicals	-	1.67
Realty	-	1.65
Textiles & Apparels	-	2.28
Retailing	-	6.73