HSBC Business Cycles Fund vs SBI Equity Minimum Variance Fund compare

HSBC Business Cycles Fund vs SBI Equity Minimum Variance Fund compare

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SBI Equity Minimum Variance Fund - Regular Plan - Growth

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HSBC Business Cycles Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
Fund	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹221 Cr	₹1152 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	19 Mar 2019	20 Aug 2014
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI	NIFTY 500 TRI
Turn Over	37%	28%
Expense Ratio	0.75	2.28
Manager	Pradeep Kesavan	Venugopal Manghat
ISIN Code	INF200KA1A48	INF917K01RF8
Exits Load	SBI Equity Minimum Variance Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 15 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	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
1 Month	-0.47%	-1.74%
6 Month	2.55%	-6.18%
1 Year	7.45%	4.94%
3 Year	13.39%	19.37%
5 Year	13.01%	18.32%

SIP Return Analysis

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
6 Month	1.07%	-2.76%
1 Year	7.62%	0.8%
3 Year	8.86%	11.87%
5 Year	11.36%	15.49%

Rolling Lumpsum Returns

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
1 Year	14.54%	10.62%
3 Year	17.44%	14.53%
5 Year	17.88%	11.18%

Risk Management

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	11.9%	13.82%
Sharp	0.65%	0.86%
Beta	1.06%	1.14%
Alpha	-0.87%	1.91%

Fund Managers

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
Name	Pradeep Kesavan	Venugopal Manghat
Total AUM	₹434274 Cr	₹41442 Cr
Funds Managed	43	7
	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth

Market Cap

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
Others	2.32	8.46
Large Cap	94.47	43.04
Mid Cap	3.21	7.97
Small Cap	-	40.53

Sector Allocation

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
Others	0.02	5.85
Energy	3.84	5.47
Technology	6.9	1.76
Industrials	4.06	27.63
Basic Materials	9.72	8.2
Healthcare	18.31	0.49
Consumer Defensive	27.92	-
Financial Services	16.99	30.03
Consumer Cyclical	7.28	18.14
Communication Services	3.13	-
Utilities	1.83	-
Real Estate	-	2.44

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