SBI Magnum Equity ESG Fund vs HSBC Business Cycles Fund compare

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tortoise-icon SBI ESG Exclusionary Strategy 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 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 Average Very High
Asset Size (Cr) ₹5876 Cr ₹925 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 11 Jan 2006 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 1.92 2.35
Manager Rohit Shimpi Venugopal Manghat
ISIN Code INF200K01214 INF917K01RF8
Exits Load Exit load of 1% if redeemed within 1 year/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 ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth HSBC Business Cycles Fund - Regular Growth
1 Month -4.98% -7.62%
6 Month 5.78% 7.65%
1 Year 22.71% 40.59%
3 Year 10.12% 20.95%
5 Year 15.51% 22.14%

SIP Return Analysis

Scheme Name SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth HSBC Business Cycles Fund - Regular Growth
6 Month - -
1 Year 17.93% 33.01%
3 Year 18.58% 31.32%
5 Year 18.57% 28.22%

Rolling Lumpsum Returns

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%

Risk Management

Scheme Name SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth HSBC Business Cycles Fund - Regular Growth
Standard Deviation 12.36% 13.82%
Sharp 0.42% 1.28%
Beta 0.86% 0.96%
Alpha 0.57% 5.23%

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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
Fund Manage 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 4.96 2.77
Large Cap 71.89 43.45
Mid Cap 19.16 10.07
Small Cap 3.99 43.71

Sector Allocation

Scheme Name

SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth

HSBC Business Cycles Fund - Regular Growth

Others 2.84 1.39
Energy 3.49 4.53
Technology 15.22 -
Construction 5.38 17.05
Consumer Staples 2.74 2.06
Metals & Mining 2.37 5.53
Financial 31.86 17.4
Automobile 10.78 2.06
Capital Goods 10.79 15.45
Materials 5.32 7.58
Healthcare 1.95 -
Services 2.55 18.75
Consumer Discretionary 1.06 4.3
Textiles 1.92 1.75
Insurance 1.73 -
Chemicals - 2.15

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