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	-5.97%	-8.86%
6 Month	-8.23%	-3.84%
1 Year	6.16%	21.33%
3 Year	11.04%	18.89%
5 Year	-	19.59%

Scheme Name	Tata Quant Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
6 Month	-	-
1 Year	-5.75%	7.65%
3 Year	12.23%	25.3%
5 Year	-	24.99%

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	3.42
Mid Cap	23.75	10.51
Large Cap	68.07	39.79
Small Cap	-	46.28

Scheme Name	Tata Quant Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
Others	8.31	3.42
Industrial Products	5.85	6.76
Cement & Cement Products	15.83	3.1
Construction	2.43	13.49
Finance	9.89	5.68
Consumer Durables	2.61	5.35
Petroleum Products	7.53	3.69
Pharmaceuticals & Biotechnology	4.67	-
Aerospace & Defense	0.9	3.03
Transport Services	4.29	-
Oil	2.71	-
Banks	2.48	11.28
Food Products	5.22	-
Chemicals & Petrochemicals	8.1	2.79
Diversified	2.61	-
Automobiles	5.02	1.2
Realty	5.15	1.65
Transport Infrastructure	4.91	-
Auto Components	1.62	2.09
Non - Ferrous Metals	-	0.93
Electrical Equipment	-	5.31
Paper, Forest & Jute Products	-	2.36
Capital Markets	-	7.84
Gas	-	2.58
Ferrous Metals	-	0.81
Leisure Services	-	0.98
Industrial Manufacturing	-	2.2
Financial Technology (Fintech)	-	2.78
Fertilizers & Agrochemicals	-	1.67
Textiles & Apparels	-	2.28
Retailing	-	6.73