- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
HSBC Business Cycles Fund vs SBI Equity Minimum Variance Fund compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
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) | ₹225 Cr | ₹1153 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 | -2.8% | -4.01% |
| 6 Month | 1.89% | 8.38% |
| 1 Year | -5.04% | 6.45% |
| 3 Year | 12.91% | 22.04% |
| 5 Year | 17.28% | 25.66% |
SIP Return Analysis
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.51% | 7.24% |
| 1 Year | -1.35% | 6.79% |
| 3 Year | 10.25% | 20.87% |
| 5 Year | 12.75% | 21.21% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.85% | 11.61% |
| 3 Year | 17.89% | 13.53% |
| 5 Year | 18.73% | 10.79% |
Risk Management
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.04% | 16.64% |
| Sharp | 0.57% | 0.94% |
| Beta | 1.02% | 1.11% |
| Alpha | -0.57% | 4.95% |
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 | 2.25 | 4.13 |
| Large Cap | 94.32 | 44.87 |
| Mid Cap | 3.43 | 9.83 |
| Small Cap | - | 41.16 |
Sector Allocation
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 0.27 | 4.13 |
| Energy | 3.99 | 5.87 |
| Technology | 12.02 | 1.15 |
| Industrials | 3.42 | 25.83 |
| Basic Materials | 6.5 | 10.38 |
| Consumer Defensive | 24 | - |
| Financial Services | 18.07 | 30.98 |
| Healthcare | 17.28 | - |
| Consumer Cyclical | 9.53 | 20.84 |
| Communication Services | 3.07 | - |
| Utilities | 1.83 | - |
| Real Estate | - | 0.82 |
Top Comparisons
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.93%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.91%
INVESCO INDIA LOW DURATION FUND - Regular - Growth
3Y Returns6.47%
Canara Robeco Savings Fund - Regular Plan - Growth Option
3Y Returns7.13%
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns23.52%
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option
3Y Returns17.89%
Nippon India Overnight Fund - Regular Plan - Growth Option
3Y Returns6.38%
DSP Overnight Fund - Regular Plan - Growth
3Y Returns6.38%
