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
| 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) | ₹5750 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 | 1.93 | 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 |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.54% | 4.95% |
| 6 Month | 0.57% | 5.65% |
| 1 Year | 15.99% | 36.45% |
| 3 Year | 13.01% | 24.51% |
| 5 Year | 15.13% | 22.91% |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.29% | 27.72% |
| 3 Year | 16.79% | 31.6% |
| 5 Year | 17.61% | 28.67% |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.33% | 11.86% |
| 3 Year | 12.54% | 11.87% |
| 5 Year | 12.77% | 9.57% |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.36% | 13.82% |
| Sharp | 0.49% | 1.28% |
| Beta | 0.86% | 0.96% |
| Alpha | 0.96% | 5.23% |
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| 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 |
| Fund Manage | 6 | 7 |
| SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 3.92 | 2.77 |
| Large Cap | 75.85 | 43.45 |
| Mid Cap | 14.49 | 10.07 |
| Small Cap | 5.74 | 43.71 |
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 3.92 | 1.39 |
| Petroleum Products | 2.69 | - |
| IT - Software | 15.42 | - |
| IT - Services | 1.72 | - |
| Construction | 4.61 | 17.05 |
| Diversified FMCG | 2.37 | - |
| Non - Ferrous Metals | 2.01 | - |
| Banks | 29.34 | - |
| Automobiles | 6.82 | - |
| Auto Components | 2.78 | - |
| Electrical Equipment | 4.01 | - |
| Finance | 1.75 | - |
| Capital Markets | 0.54 | - |
| Agricultural, Commercial & Construction Vehicles | 0.69 | - |
| Consumer Durables | 2.76 | - |
| Industrial Products | 2.57 | - |
| Pharmaceuticals & Biotechnology | 2.56 | - |
| Retailing | 1.42 | - |
| Cement & Cement Products | 3.37 | - |
| Healthcare Services | 1.35 | - |
| Power | 1.67 | - |
| Textiles & Apparels | 1.68 | - |
| Insurance | 2.81 | - |
| Leisure Services | 1.14 | - |
| Energy | - | 4.53 |
| Capital Goods | - | 15.45 |
| Financial | - | 17.4 |
| Metals & Mining | - | 5.53 |
| Consumer Staples | - | 2.06 |
| Chemicals | - | 2.15 |
| Automobile | - | 2.06 |
| Services | - | 18.75 |
| Materials | - | 7.58 |
| Consumer Discretionary | - | 4.3 |
| Textiles | - | 1.75 |
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