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 | 4.24% | 8.65% |
6 Month | -8.79% | -12.12% |
1 Year | 5.61% | 7.6% |
3 Year | 10.03% | 17.92% |
5 Year | 23.73% | 30.18% |
SIP Return Analysis
Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | -3.4% | -6.93% |
1 Year | -6.37% | -10.64% |
3 Year | 12.42% | 19.99% |
5 Year | 14.17% | 21.66% |
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 | 0.31% | 0.627% |
Beta | 0.89% | - |
Alpha | 0.45% | - |
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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 |
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 | 3.58 | 3.21 |
Large Cap | 78.4 | 41.17 |
Mid Cap | 13.75 | 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 | 3.58 | 4.33 |
Petroleum Products | 3.3 | - |
IT - Software | 13.18 | - |
IT - Services | 1.76 | - |
Construction | 4.49 | - |
Diversified FMCG | 2.3 | - |
Non - Ferrous Metals | 2.07 | - |
Banks | 30.02 | - |
Automobiles | 8.08 | - |
Auto Components | 2.44 | - |
Electrical Equipment | 3.46 | - |
Finance | 2.92 | - |
Agricultural, Commercial & Construction Vehicles | 0.79 | - |
Consumer Durables | 1.82 | - |
Personal Products | 0.98 | - |
Industrial Products | 2.15 | - |
Pharmaceuticals & Biotechnology | 2.41 | - |
Retailing | 1.39 | - |
Cement & Cement Products | 3.44 | - |
Realty | 1.05 | - |
Healthcare Services | 1.12 | - |
Power | 1.46 | - |
Textiles & Apparels | 1.76 | - |
Insurance | 2.65 | - |
Leisure Services | 1.38 | - |
Energy | - | 6.42 |
Technology | - | 1.43 |
Industrials | - | 28.03 |
Financial Services | - | 29.12 |
Basic Materials | - | 12.59 |
Consumer Cyclical | - | 16.85 |
Real Estate | - | 1.22 |
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