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) | ₹214 Cr | ₹995 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 | 3.82% | 1.78% |
6 Month | -3.63% | -7.65% |
1 Year | 5.01% | 6.01% |
3 Year | 14.54% | 20.65% |
5 Year | 20.84% | 26.71% |
SIP Return Analysis
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 2.25% | 0.58% |
1 Year | -3.77% | -5.84% |
3 Year | 12.81% | 20.6% |
5 Year | 14.89% | 21.61% |
Rolling Lumpsum Returns
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 17.52% | 12.53% |
3 Year | 18.26% | 12.41% |
5 Year | 18.14% | 10.07% |
Risk Management
Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.168% | 16.92% |
Sharp | 0.601% | 0.627% |
Beta | - | - |
Alpha | - | - |
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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 | 1.16 | 3.21 |
Large Cap | 92.34 | 41.17 |
Mid Cap | 6.5 | 11.24 |
Small Cap | - | 44.38 |
Sector Allocation
Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 0.12 | 4.33 |
Energy | 4.95 | 6.42 |
Technology | 12.36 | 1.43 |
Industrials | 2.9 | 28.03 |
Basic Materials | 6.06 | 12.59 |
Consumer Defensive | 29.22 | - |
Financial Services | 12.12 | 29.12 |
Healthcare | 20.81 | - |
Consumer Cyclical | 7.97 | 16.85 |
Communication Services | 1.55 | - |
Utilities | 1.95 | - |
Real Estate | - | 1.22 |
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