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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 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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