Tata Quant Fund vs HSBC Business Cycles Fund compare
Tata Quant Fund-Regular Plan-Growth
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Scheme Name | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Fund | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹63 Cr | ₹925 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 22 Jan 2020 | 20 Aug 2014 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 200 | NIFTY 500 TRI |
Turn Over | 349.61% | 28% |
Expense Ratio | 2.38 | 2.35 |
Manager | Sailesh Jain | Venugopal Manghat |
ISIN Code | INF277K016Y9 | INF917K01RF8 |
Exits Load | For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days./365 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
Scheme Name | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Month | 2.48% | 2.75% |
6 Month | 23.86% | 25.5% |
1 Year | 35.04% | 53.88% |
3 Year | 16.51% | 26.31% |
5 Year | - | 24.78% |
Scheme Name | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 13.63% | 24.49% |
3 Year | 32.14% | 54.47% |
5 Year | 45% | 97.18% |
Scheme Name | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 16.47% | 25.98% |
3 Year | 39.47% | 71.34% |
5 Year | 51% | 107.95% |
Scheme Name | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.53% | 13.82% |
Sharp | 0.68% | 1.28% |
Beta | 0.8% | 0.96% |
Alpha | -0.77% | 5.23% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme Name | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Name | Sailesh Jain | Venugopal Manghat |
Total AUM | ₹17041 Cr | ₹41442 Cr |
Fund Manage | 7 | 7 |
Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Large Cap | 42.64 | 43.45 |
Mid Cap | 50.3 | 10.07 |
Others | 7.06 | 2.77 |
Small Cap | - | 43.71 |
Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Services | 16.01 | 18.75 |
Healthcare | 17.39 | - |
Insurance | 8.53 | - |
Chemicals | 8.88 | 2.15 |
Communication | 13.41 | - |
Financial | 13.42 | 17.4 |
Consumer Staples | 6.72 | 2.06 |
Construction | 3.57 | 17.05 |
Others | 2.91 | 1.39 |
Automobile | 5.76 | 2.06 |
Materials | 1.22 | 7.58 |
Technology | 0.81 | - |
Textiles | 0.62 | 1.75 |
Consumer Discretionary | 0.48 | 4.3 |
Capital Goods | 0.27 | 15.45 |
Energy | - | 4.53 |
Metals & Mining | - | 5.53 |
Top Comparisons
DSP Equity Savings Fund - Regular Plan - Growth
3Y Returns9.23%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns10.95%
Tata Mid Cap Growth Fund Regular Plan- Growth Option
3Y Returns23.13%
Mirae Asset Midcap Fund - Regular Plan-Growth Option
3Y Returns23.48%
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
3Y Returns15.1%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns25.29%
ICICI Prudential Smallcap Fund - Growth
3Y Returns25.32%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns27.3%