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) | ₹107 Cr | ₹1161 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 | 1.63% | -2.68% |
| 6 Month | 5.79% | -2.96% |
| 1 Year | 3.43% | -6.75% |
| 3 Year | 19.08% | 18.84% |
| 5 Year | 20.48% | 20.43% |
SIP Return Analysis
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.46% | -2.37% |
| 1 Year | 15.85% | 4.79% |
| 3 Year | 16.84% | 14.5% |
| 5 Year | 17.92% | 16.99% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.07% | 10.82% |
| 3 Year | 11.83% | 14.36% |
| 5 Year | 11.97% | 11.07% |
Risk Management
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.02% | 16.69% |
| Sharp | 0.99% | 0.77% |
| Beta | 0.99% | 1.12% |
| Alpha | 3.57% | 2.91% |
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 | 6.7 | 7.92 |
| Large Cap | 74.98 | 42.84 |
| Mid Cap | 18.32 | 8.29 |
| Small Cap | - | 40.94 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 2.09 | 6.7 |
| Energy | 7.68 | 5.14 |
| Technology | 9.15 | 0.82 |
| Industrials | 13.01 | 28.07 |
| Consumer Defensive | 4.16 | - |
| Basic Materials | 6.57 | 8.56 |
| Financial Services | 32.12 | 29.01 |
| Healthcare | 5.49 | - |
| Consumer Cyclical | 13 | 19.15 |
| Real Estate | 0 | 2.56 |
| Communication Services | 4.22 | - |
| Utilities | 2.52 | - |
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