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) | ₹1153 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 | -3.29% | -3.84% |
6 Month | 12.64% | 4.54% |
1 Year | 1.39% | -12.71% |
3 Year | 23.03% | 17.44% |
5 Year | 26.63% | - |
SIP Return Analysis
Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
6 Month | 7.93% | 4.26% |
1 Year | 9.71% | -1.45% |
3 Year | 22.51% | 13.54% |
5 Year | 22.27% | - |
Rolling Lumpsum Returns
Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
1 Year | 11.98% | 22.83% |
3 Year | 13.2% | 28.77% |
5 Year | 10.61% | - |
Risk Management
Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Standard Deviation | 17.42% | 18.756% |
Sharp | 1.21% | 0.643% |
Beta | 1.11% | 1.112% |
Alpha | 4.95% | 6.426% |
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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 | 4.13 | 16.71 |
Large Cap | 44.87 | 60.16 |
Small Cap | 41.16 | 18.98 |
Mid Cap | 9.83 | 4.15 |
Sector Allocation
Scheme Name |
HSBC Business Cycles Fund - Regular Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 4.13 | 12.85 |
Energy | 5.87 | 0.44 |
Consumer Cyclical | 20.84 | 12.32 |
Technology | 1.15 | 3.01 |
Industrials | 25.83 | - |
Financial Services | 30.98 | 23.17 |
Basic Materials | 10.38 | - |
Real Estate | 0.82 | 9.5 |
Healthcare | - | 18.72 |
Utilities | - | 12.29 |
Consumer Defensive | - | 7.69 |
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