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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 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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