HSBC Business Cycles Fund vs Nippon India Quant Fund compare
Nippon India Quant Fund -Growth Plan - Growth Option
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Fund | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹103 Cr | ₹1117 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Apr 2008 | 20 Aug 2014 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200 | NIFTY 500 TRI |
| Turn Over | 119% | 28% |
| Expense Ratio | 0.94 | 2.28 |
| Manager | Ashutosh Bhargava | Venugopal Manghat |
| ISIN Code | INF204K01760 | INF917K01RF8 |
| Exits Load | Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 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 | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.87% | 0.37% |
| 6 Month | 6.46% | 6.61% |
| 1 Year | 4.86% | 0.76% |
| 3 Year | 21.04% | 21.7% |
| 5 Year | 22.42% | 24.36% |
SIP Return Analysis
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 3% | 0.24% |
| 1 Year | 13.77% | 10.07% |
| 3 Year | 18% | 18.79% |
| 5 Year | 18.81% | 19.69% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.49% | 11.26% |
| 3 Year | 11.69% | 13.82% |
| 5 Year | 11.91% | 10.88% |
Risk Management
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.02% | 16.59% |
| Sharp | 1.05% | 0.84% |
| Beta | 1% | 1.11% |
| Alpha | 4.08% | 3.18% |
Fund Managers
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Name | Ashutosh Bhargava | Venugopal Manghat |
| Total AUM | ₹121448 Cr | ₹41442 Cr |
| Funds Managed | 12 | 7 |
| Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
Market Cap
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 5.42 | 7.28 |
| Large Cap | 76.36 | 44.53 |
| Mid Cap | 18.22 | 8.23 |
| Small Cap | - | 39.96 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 0.92 | 7.28 |
| Energy | 7.14 | 5.56 |
| Technology | 9.26 | 0.86 |
| Industrials | 12.75 | 27.47 |
| Consumer Defensive | 4.42 | - |
| Financial Services | 32.23 | 26.78 |
| Healthcare | 5.11 | - |
| Consumer Cyclical | 15.29 | 20.6 |
| Basic Materials | 4.63 | 10.32 |
| Real Estate | 1.59 | 1.13 |
| Communication Services | 4.01 | - |
| Utilities | 2.64 | - |
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