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Tata Quant Fund vs HSBC Business Cycles Fund compare

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tortoise-icon Tata Quant Fund-Regular Plan-Growth

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tortoise-icon HSBC Business Cycles Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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