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) ₹202 Cr ₹925 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 02 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 2.35
Manager Pradeep Kesavan Venugopal Manghat
ISIN Code INF200KA1A48 INF917K01RF8
Exits Load Exit load of 0.5% if redeemed within 15 days./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth HSBC Business Cycles Fund - Regular Growth
1 Month 1.68% 2.75%
6 Month 14.11% 25.5%
1 Year 36.55% 53.88%
3 Year 18.47% 26.31%
5 Year 21.6% 24.78%

SIP Return Analysis

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth HSBC Business Cycles Fund - Regular Growth
6 Month - -
1 Year 13.14% 24.49%
3 Year 35.05% 54.47%
5 Year 68.23% 97.18%

Rolling Lumpsum Returns

Scheme Name SBI Equity Minimum Variance Fund - Regular Plan - Growth HSBC Business Cycles Fund - Regular Growth
1 Year 20.8% 25.98%
3 Year 50.96% 71.34%
5 Year 70.87% 107.95%

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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