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 | -3.37% | -8.86% |
| 6 Month | -5.5% | -3.84% |
| 1 Year | 9.9% | 21.33% |
| 3 Year | 10.14% | 18.89% |
| 5 Year | 14.4% | 19.59% |
| Scheme Name | SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.42% | 7.65% |
| 3 Year | 14.73% | 25.3% |
| 5 Year | 16.2% | 24.99% |
| 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 | 0.34% | 1.28% |
| Beta | 0.87% | 0.96% |
| Alpha | 0.81% | 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 | 3.42 |
| Large Cap | 75.85 | 39.79 |
| Mid Cap | 14.49 | 10.51 |
| Small Cap | 5.74 | 46.28 |
| Scheme Name |
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 3.92 | 3.42 |
| Petroleum Products | 2.69 | 3.69 |
| IT - Software | 15.42 | - |
| IT - Services | 1.72 | - |
| Construction | 4.61 | 13.49 |
| Diversified FMCG | 2.37 | - |
| Non - Ferrous Metals | 2.01 | 0.93 |
| Banks | 29.34 | 11.28 |
| Automobiles | 6.82 | 1.2 |
| Auto Components | 2.78 | 2.09 |
| Electrical Equipment | 4.01 | 5.31 |
| Finance | 1.75 | 5.68 |
| Capital Markets | 0.54 | 7.84 |
| Agricultural, Commercial & Construction Vehicles | 0.69 | - |
| Consumer Durables | 2.76 | 5.35 |
| Industrial Products | 2.57 | 6.76 |
| Pharmaceuticals & Biotechnology | 2.56 | - |
| Retailing | 1.42 | 6.73 |
| Cement & Cement Products | 3.37 | 3.1 |
| Healthcare Services | 1.35 | - |
| Power | 1.67 | - |
| Textiles & Apparels | 1.68 | 2.28 |
| Insurance | 2.81 | - |
| Leisure Services | 1.14 | 0.98 |
| Paper, Forest & Jute Products | - | 2.36 |
| Chemicals & Petrochemicals | - | 2.79 |
| Gas | - | 2.58 |
| Ferrous Metals | - | 0.81 |
| Aerospace & Defense | - | 3.03 |
| Industrial Manufacturing | - | 2.2 |
| Financial Technology (Fintech) | - | 2.78 |
| Fertilizers & Agrochemicals | - | 1.67 |
| Realty | - | 1.65 |
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