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) | ₹224 Cr | ₹1092 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 | 4.1% | 1.12% |
6 Month | 12.26% | 18.92% |
1 Year | -6.84% | -2.56% |
3 Year | 13.76% | 19.18% |
5 Year | 17.79% | 24.86% |
SIP Return Analysis
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 3.97% | 2.43% |
1 Year | 9.14% | 9.22% |
3 Year | 11.86% | 19.75% |
5 Year | 13.39% | 20.23% |
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 | 13.00% | 16.79% |
Sharp | 0.50% | 0.75% |
Beta | 1.00% | 1.11% |
Alpha | 0.51% | 3.61% |
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 | 2.08 | 6.3 |
Large Cap | 90.38 | 44.3 |
Mid Cap | 7.54 | 9.36 |
Small Cap | - | 40.04 |
Sector Allocation
Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 0.16 | 6.3 |
Energy | 3.87 | 5.58 |
Technology | 7.98 | 1.13 |
Industrials | 2.9 | 25.75 |
Basic Materials | 7.92 | 10.87 |
Consumer Defensive | 26.68 | - |
Financial Services | 16.43 | 28.61 |
Healthcare | 20.13 | - |
Consumer Cyclical | 8.93 | 21 |
Communication Services | 2.99 | - |
Utilities | 2.02 | - |
Real Estate | - | 0.76 |
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