HSBC Business Cycles Fund vs Quant Quantamental Fund Regular compare
HSBC Business Cycles Fund - Regular Growth
Quant Quantamental Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
Fund | HSBC Business Cycles Fund - Regular Growth | Quant Quantamental Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1124 Cr | ₹2122 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 20 Aug 2014 | 20 Apr 2021 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 200 TRI |
Turn Over | 28% | % |
Expense Ratio | 2.28 | 2 |
Manager | Venugopal Manghat | Sanjeev Sharma |
ISIN Code | INF917K01RF8 | INF966L01AH5 |
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 Quantamental 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 Quantamental Fund Regular - Growth |
---|---|---|
1 Month | -1.88% | -1.29% |
6 Month | 17.96% | 10.98% |
1 Year | 2.17% | -9.34% |
3 Year | 21.72% | 21.73% |
5 Year | 25.34% | - |
SIP Return Analysis
Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
6 Month | 4.12% | 1.59% |
1 Year | 5.12% | -1.72% |
3 Year | 19.9% | 13.54% |
5 Year | 20.57% | - |
Rolling Lumpsum Returns
Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
1 Year | 11.61% | 24.9% |
3 Year | 13.53% | 27.02% |
5 Year | 10.79% | - |
Risk Management
Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant Quantamental Fund Regular - Growth |
---|---|---|
Standard Deviation | 16.64% | 17.328% |
Sharp | 0.94% | 0.966% |
Beta | 1.10% | - |
Alpha | 4.32% | - |
Fund Managers
Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant Quantamental 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 Quantamental Fund Regular - Growth |
Market Cap
Scheme Name |
HSBC Business Cycles Fund - Regular Growth |
Quant Quantamental Fund Regular - Growth |
---|---|---|
Others | 6.3 | 14.21 |
Large Cap | 44.3 | 70.4 |
Small Cap | 40.04 | 11.36 |
Mid Cap | 9.36 | 4.03 |
Sector Allocation
Scheme Name |
HSBC Business Cycles Fund - Regular Growth |
Quant Quantamental Fund Regular - Growth |
---|---|---|
Others | 6.3 | 14.21 |
Energy | 5.58 | 20.44 |
Consumer Cyclical | 21 | 8.35 |
Technology | 1.13 | 0.76 |
Industrials | 25.75 | 6.11 |
Financial Services | 28.61 | 32.44 |
Basic Materials | 10.87 | 0.16 |
Real Estate | 0.76 | 5.85 |
Healthcare | - | 4.03 |
Communication Services | - | 0.87 |
Utilities | - | 6.77 |
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