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 | 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 |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Month | -5.63% | 2.75% |
| 6 Month | 9.54% | 25.5% |
| 1 Year | 30.34% | 53.88% |
| 3 Year | 11.43% | 26.31% |
| 5 Year | 15.87% | 24.78% |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.27% | 24.49% |
| 3 Year | 30.45% | 54.47% |
| 5 Year | 59.23% | 97.18% |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.47% | 11.86% |
| 3 Year | 11.16% | 11.89% |
| 5 Year | 10.57% | 9.53% |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.36% | 13.82% |
| Sharp | 0.66% | 1.28% |
| Beta | 0.85% | 0.96% |
| Alpha | 1.82% | 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 | 4.96 | 2.77 |
| Large Cap | 71.89 | 43.45 |
| Mid Cap | 19.16 | 10.07 |
| Small Cap | 3.99 | 43.71 |
| 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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