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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 | 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 | -100% | 2.79% |
| 6 Month | -100% | -5.67% |
| 1 Year | -100% | 8.21% |
| 3 Year | -100% | 20.89% |
| 5 Year | -100% | 27.99% |
SIP Return Analysis
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | -4.23% | 0.58% |
| 1 Year | -11.46% | -5.84% |
| 3 Year | 10.52% | 20.6% |
| 5 Year | 11.18% | 21.61% |
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 | 14.21% | 16.92% |
| Sharp | 0.361% | 0.627% |
| 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 |
| Funds Managed | 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 | 5.33 | 3.21 |
| Large Cap | 49.88 | 41.17 |
| Mid Cap | 44.78 | 11.24 |
| Small Cap | 0 | 44.38 |
Sector Allocation
| Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 5.33 | 4.33 |
| Industrials | 4.39 | 28.03 |
| Basic Materials | 15.9 | 12.59 |
| Financial Services | 30.17 | 29.12 |
| Energy | 0.84 | 6.42 |
| Consumer Cyclical | 4.18 | 16.85 |
| Healthcare | 8.14 | - |
| Technology | 19.92 | 1.43 |
| Utilities | 6.67 | - |
| Consumer Defensive | 0 | - |
| Communication Services | 4.46 | - |
| Real Estate | 0 | 1.22 |
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