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 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

Trailing Lumpsum Returns

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%

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name Tata Quant Fund-Regular Plan-Growth HSBC Business Cycles Fund - Regular Growth
1 Year 19.42% 11.86%
3 Year 13.96% 11.89%
5 Year - 9.53%

Risk Management

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%

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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 7.06 2.77
Mid Cap 50.3 10.07
Large Cap 42.64 43.45
Small Cap - 43.71

Sector Allocation

Scheme Name

Tata Quant Fund-Regular Plan-Growth

HSBC Business Cycles Fund - Regular Growth

Others 2.91 1.39
Materials 1.22 7.58
Healthcare 17.39 -
Financial 13.42 17.4
Communication 13.41 -
Insurance 8.53 -
Consumer Discretionary 0.48 4.3
Consumer Staples 6.72 2.06
Capital Goods 0.27 15.45
Chemicals 8.88 2.15
Services 16.01 18.75
Automobile 5.76 2.06
Construction 3.57 17.05
Technology 0.81 -
Textiles 0.62 1.75
Energy - 4.53
Metals & Mining - 5.53

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