Tata Quant Fund vs HSBC Business Cycles Fund compare

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	Very High
Asset Size (Cr)	₹68 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	2.39	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

Scheme Name	Tata Quant Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
1 Month	0.29%	4.95%
6 Month	0.51%	5.65%
1 Year	12.14%	36.45%
3 Year	14.22%	24.51%
5 Year	-	22.91%

Scheme Name	Tata Quant Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
6 Month	-	-
1 Year	7.57%	27.72%
3 Year	17.31%	31.6%
5 Year	-	28.67%

Scheme Name	Tata Quant Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
1 Year	19.71%	11.86%
3 Year	13.98%	11.87%
5 Year	-	9.57%

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%

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

Scheme Name	Tata Quant Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
Others	8.31	2.77
Mid Cap	23.75	10.07
Large Cap	68.07	43.45
Small Cap	-	43.71

Scheme Name	Tata Quant Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
Others	8.31	1.39
Industrial Products	5.85	-
Cement & Cement Products	15.83	-
Construction	2.43	17.05
Finance	9.89	-
Consumer Durables	2.61	-
Petroleum Products	7.53	-
Pharmaceuticals & Biotechnology	4.67	-
Aerospace & Defense	0.9	-
Transport Services	4.29	-
Oil	2.71	-
Banks	2.48	-
Food Products	5.22	-
Chemicals & Petrochemicals	8.1	-
Diversified	2.61	-
Automobiles	5.02	-
Realty	5.15	-
Transport Infrastructure	4.91	-
Auto Components	1.62	-
Energy	-	4.53
Capital Goods	-	15.45
Financial	-	17.4
Metals & Mining	-	5.53
Consumer Staples	-	2.06
Chemicals	-	2.15
Automobile	-	2.06
Services	-	18.75
Materials	-	7.58
Consumer Discretionary	-	4.3
Textiles	-	1.75