HSBC Business Cycles Fund vs Quant ESG Equity Fund Regular compare

HSBC Business Cycles Fund vs Quant ESG Equity Fund Regular compare

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HSBC Business Cycles Fund - Regular Growth

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Quant ESG Integration Strategy Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1092 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	1.21%	4.89%
6 Month	20.03%	15.16%
1 Year	-2.47%	-12.78%
3 Year	19.26%	12.91%
5 Year	24.01%	-

SIP Return Analysis

Scheme Name	HSBC Business Cycles Fund - Regular Growth	Quant ESG Integration Strategy Fund Regular - Growth
6 Month	2.43%	1.98%
1 Year	9.22%	3.4%
3 Year	19.75%	11.87%
5 Year	20.23%	-

Rolling Lumpsum Returns

Scheme Name	HSBC Business Cycles Fund - Regular Growth	Quant ESG Integration Strategy Fund Regular - Growth
1 Year	11.61%	21.51%
3 Year	13.53%	27.16%
5 Year	10.79%	-

Risk Management

Scheme Name	HSBC Business Cycles Fund - Regular Growth	Quant ESG Integration Strategy Fund Regular - Growth
Standard Deviation	16.79%	18.756%
Sharp	0.75%	0.643%
Beta	1.11%	1.112%
Alpha	3.61%	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	6.3	17.05
Large Cap	44.3	56.62
Small Cap	40.04	19.96
Mid Cap	9.36	6.37

Sector Allocation

Scheme Name	HSBC Business Cycles Fund - Regular Growth	Quant ESG Integration Strategy Fund Regular - Growth
Others	6.3	13.28
Energy	5.58	0.44
Consumer Cyclical	21	12.42
Technology	1.13	6.68
Industrials	25.75	-
Financial Services	28.61	30.3
Basic Materials	10.87	-
Real Estate	0.76	9.51
Healthcare	-	6.37
Utilities	-	12.75
Consumer Defensive	-	8.25

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