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) | ₹100 Cr | ₹1092 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 | 3.04% | 1.85% |
6 Month | 15.22% | 20.78% |
1 Year | 0.2% | -2.4% |
3 Year | 20.6% | 20.54% |
5 Year | 22.58% | 23.95% |
SIP Return Analysis
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 3.7% | 2.43% |
1 Year | 11.31% | 9.22% |
3 Year | 18.17% | 19.75% |
5 Year | 18.76% | 20.23% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 11.68% | 11.61% |
3 Year | 11.62% | 13.53% |
5 Year | 11.87% | 10.79% |
Risk Management
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.02% | 16.79% |
Sharp | 0.93% | 0.75% |
Beta | 1% | 1.11% |
Alpha | 4.09% | 3.61% |
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 | 6.99 | 6.3 |
Large Cap | 76.26 | 44.3 |
Mid Cap | 16.75 | 9.36 |
Small Cap | - | 40.04 |
Sector Allocation
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 1.04 | 6.3 |
Energy | 7.61 | 5.58 |
Technology | 8.41 | 1.13 |
Basic Materials | 5.99 | 10.87 |
Industrials | 13 | 25.75 |
Financial Services | 35.14 | 28.61 |
Healthcare | 5.31 | - |
Consumer Cyclical | 9.85 | 21 |
Consumer Defensive | 2.83 | - |
Utilities | 4.65 | - |
Real Estate | 2.01 | 0.76 |
Communication Services | 4.15 | - |
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