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HSBC Business Cycles Fund vs SBI Equity Minimum Variance Fund compare

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tortoise-icon SBI Equity Minimum Variance Fund - Regular Plan - Growth

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tortoise-icon 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) ₹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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