HSBC Business Cycles Fund vs Quant ESG Equity Fund Regular compare
HSBC Business Cycles Fund - Regular Growth
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Fund | HSBC Business Cycles Fund - Regular Growth | Quant ESG Integration Strategy Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹1152 Cr | ₹288 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 20 Aug 2014 | 05 Nov 2020 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 100 ESG TRI |
| Turn Over | 28% | % |
| Expense Ratio | 2.28 | 2.42 |
| Manager | Venugopal Manghat | Sanjeev Sharma |
| ISIN Code | INF917K01RF8 | INF966L01AB8 |
| Exits Load | HSBC Business Cycles Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Month | -3.63% | -3.02% |
| 6 Month | -4.3% | -0.29% |
| 1 Year | -7.49% | -0.95% |
| 3 Year | 18.88% | 13.68% |
| 5 Year | 19.66% | 23.45% |
SIP Return Analysis
| Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | -2.75% | 2.34% |
| 1 Year | 5.13% | 11.71% |
| 3 Year | 14.36% | 11.29% |
| 5 Year | 16.86% | 15.87% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 10.78% | 19.14% |
| 3 Year | 14.43% | 22.73% |
| 5 Year | 11.11% | 26.1% |
Risk Management
| Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 16.69% | 18.756% |
| Sharp | 0.77% | 0.643% |
| Beta | 1.12% | 1.112% |
| Alpha | 2.91% | 6.426% |
Fund Managers
| Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Name | Venugopal Manghat | Sanjeev Sharma |
| Total AUM | ₹41442 Cr | ₹39731 Cr |
| Funds Managed | 7 | 22 |
| HSBC Business Cycles Fund - Regular Growth | Quant ESG Integration Strategy Fund Regular - Growth |
Market Cap
| Scheme Name |
HSBC Business Cycles Fund - Regular Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 8.46 | 47.05 |
| Large Cap | 43.04 | 44.6 |
| Small Cap | 40.53 | 2.74 |
| Mid Cap | 7.97 | 5.6 |
Sector Allocation
| Scheme Name |
HSBC Business Cycles Fund - Regular Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 5.85 | 30.25 |
| Energy | 5.47 | 9.08 |
| Consumer Cyclical | 18.14 | 12.79 |
| Industrials | 27.63 | - |
| Financial Services | 30.03 | 15.24 |
| Basic Materials | 8.2 | 0.84 |
| Real Estate | 2.44 | 7.85 |
| Technology | 1.76 | 0 |
| Healthcare | 0.49 | 5.01 |
| Consumer Defensive | - | 8.84 |
| Utilities | - | 10.1 |
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