- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Magnum Equity ESG Fund vs HSBC Business Cycles Fund compare
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Fund | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹5544 Cr | ₹995 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 01 Jan 1991 | 20 Aug 2014 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 ESG TRI | NIFTY 500 TRI |
| Turn Over | 31% | 28% |
| Expense Ratio | 1.94 | 2.28 |
| Manager | Rohit Shimpi | Venugopal Manghat |
| ISIN Code | INF200K01214 | INF917K01RF8 |
| Exits Load | SBI ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.99% | 2.99% |
| 6 Month | -2.64% | -5.49% |
| 1 Year | 8.95% | 11.24% |
| 3 Year | 12.87% | 21.15% |
| 5 Year | 22.08% | 28.92% |
SIP Return Analysis
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.26% | -0.89% |
| 1 Year | -4.27% | -6.41% |
| 3 Year | 12.67% | 20.65% |
| 5 Year | 13.96% | 21.79% |
Rolling Lumpsum Returns
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.48% | 12.53% |
| 3 Year | 12.47% | 12.41% |
| 5 Year | 12.9% | 10.07% |
Risk Management
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.36% | 16.92% |
| Sharp | 0.29% | 0.627% |
| Beta | 0.89% | - |
| Alpha | 0.07% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Name | Rohit Shimpi | Venugopal Manghat |
| Total AUM | ₹15441 Cr | ₹41442 Cr |
| Funds Managed | 6 | 7 |
| SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
Market Cap
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 3.57 | 3.21 |
| Large Cap | 78.4 | 41.17 |
| Mid Cap | 13.76 | 11.24 |
| Small Cap | 4.27 | 44.38 |
Sector Allocation
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 2.02 | 4.33 |
| Energy | 3.3 | 6.42 |
| Technology | 16.49 | 1.43 |
| Industrials | 12.01 | 28.03 |
| Consumer Defensive | 3.28 | - |
| Basic Materials | 5.51 | 12.59 |
| Financial Services | 35.59 | 29.12 |
| Consumer Cyclical | 15.76 | 16.85 |
| Healthcare | 3.54 | - |
| Real Estate | 1.05 | 1.22 |
| Utilities | 1.46 | - |
Top Comparisons
PGIM India Hybrid Equity Fund - Growth Option
3Y Returns11.5%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns12.95%
Tata Infrastructure Fund-Regular Plan- Growth Option
3Y Returns20.38%
DSP India T.I.G.E.R. Fund - Regular Plan - Growth
3Y Returns25.43%
FRANKLIN INDIA MONEY MARKET FUND-GROWTH
3Y Returns7.03%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.21%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns16.73%
LIC MF Flexi Cap Fund-Growth
3Y Returns12.34%
