HSBC Business Cycles Fund vs SBI Equity Minimum Variance Fund compare

HSBC Business Cycles Fund vs SBI Equity Minimum Variance Fund compare

Link copied to clipboard!

SBI Equity Minimum Variance Fund - Regular Plan - Growth

Invest Now

HSBC Business Cycles Fund - Regular Growth

Invest Now

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)	₹223 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	-1.32%	-0.3%
6 Month	8.08%	12.8%
1 Year	-6.08%	-4.41%
3 Year	14.17%	21.59%
5 Year	16.89%	24.22%

SIP Return Analysis

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
6 Month	1.58%	0.44%
1 Year	8.37%	10.04%
3 Year	10.65%	18.53%
5 Year	12.59%	19.45%

Rolling Lumpsum Returns

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
1 Year	15.69%	11.26%
3 Year	17.72%	13.82%
5 Year	18.4%	10.88%

Risk Management

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	12.93%	16.59%
Sharp	0.53%	0.84%
Beta	1.02%	1.11%
Alpha	-0.77%	3.18%

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	1.88	6.34
Large Cap	90.56	45.23
Mid Cap	7.55	8.28
Small Cap	-	40.15

Sector Allocation

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
Others	0.05	6.34
Energy	3.73	5.58
Technology	8.01	0.94
Industrials	2.81	26.52
Basic Materials	8.08	10.78
Consumer Defensive	27.26	-
Financial Services	15.83	26.7
Healthcare	19.73	-
Consumer Cyclical	9.61	22.43
Communication Services	2.94	-
Utilities	1.94	-
Real Estate	-	0.72

Top Comparisons

BANDHAN Flexi Cap Fund - Regular Plan - Growth

3Y Returns15.35%

VS

Canara Robeco Flexicap Fund - Regular Plan - Growth Option

3Y Returns16.37%

Compare Now

SBI Gold Fund Regular Plan - Growth

3Y Returns34.1%

VS

LIC MF Gold ETF Fund of Fund -Regular Plan-Growth

3Y Returns34.2%

Compare Now

SBI Technology Opportunities Fund Regular Growth

3Y Returns18.55%

VS

Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan

3Y Returns14.08%

Compare Now

ICICI Prudential Large Cap Fund - Growth

3Y Returns19.02%

VS

Tata Large Cap Fund -Regular Plan - Growth Option

3Y Returns16.04%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully