Tata Quant Fund vs HSBC Business Cycles Fund compare
Tata Quant Fund-Regular Plan-Growth
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
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 Risk | Very High |
Asset Size (Cr) | ₹66 Cr | ₹995 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 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 | 2.4 | 2.28 |
Manager | Sailesh Jain | Venugopal Manghat |
ISIN Code | INF277K016Y9 | INF917K01RF8 |
Exits Load | Tata Quant 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 | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Month | -0.46% | -6.78% |
6 Month | -12.89% | -13.76% |
1 Year | 5.29% | 7.33% |
3 Year | 12.28% | 17.96% |
5 Year | 7.46% | 17.35% |
SIP Return Analysis
Scheme Name | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -8.04% | -13.01% |
3 Year | 11.33% | 17.5% |
5 Year | - | 20.7% |
Rolling Lumpsum Returns
Scheme Name | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 18.99% | 12.53% |
3 Year | 13.85% | 12.41% |
5 Year | 7.67% | 10.07% |
Risk Management
Scheme Name | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.803% | 15.538% |
Sharp | 0.445% | 0.837% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme 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 |
Market Cap
Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 8.31 | 3.65 |
Mid Cap | 23.75 | 11.82 |
Large Cap | 68.07 | 38.95 |
Small Cap | - | 45.58 |
Sector Allocation
Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 8.31 | 3.65 |
Industrial Products | 5.85 | 6.38 |
Cement & Cement Products | 15.83 | 2.84 |
Construction | 2.43 | 13.2 |
Finance | 9.89 | 5.34 |
Consumer Durables | 2.61 | 5.85 |
Petroleum Products | 7.53 | 3.41 |
Pharmaceuticals & Biotechnology | 4.67 | - |
Aerospace & Defense | 0.9 | 4.02 |
Transport Services | 4.29 | - |
Oil | 2.71 | - |
Banks | 2.48 | 10.83 |
Food Products | 5.22 | - |
Chemicals & Petrochemicals | 8.1 | 2.67 |
Diversified | 2.61 | - |
Automobiles | 5.02 | 1.14 |
Realty | 5.15 | 1.2 |
Transport Infrastructure | 4.91 | - |
Auto Components | 1.62 | 1.89 |
Capital Markets | - | 9.22 |
Non - Ferrous Metals | - | 0.84 |
Electrical Equipment | - | 5.26 |
Paper, Forest & Jute Products | - | 2.12 |
Gas | - | 2.29 |
Ferrous Metals | - | 0.82 |
Leisure Services | - | 1.06 |
Industrial Manufacturing | - | 1.92 |
Financial Technology (Fintech) | - | 3.04 |
Textiles & Apparels | - | 2.92 |
Fertilizers & Agrochemicals | - | 1.51 |
Retailing | - | 6.58 |
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