HSBC Business Cycles Fund vs SBI Equity Minimum Variance Fund compare

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SBI Equity Minimum Variance Fund - Regular Plan - Growth

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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)	₹216 Cr	₹1078 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

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
1 Month	2.17%	5.39%
6 Month	4.48%	2.86%
1 Year	2.88%	8.05%
3 Year	17.97%	29.14%
5 Year	20.09%	28.01%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
6 Month	7.1%	15.6%
1 Year	4.92%	18.24%
3 Year	13.75%	26.21%
5 Year	15.02%	24.4%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
1 Year	16.43%	11.98%
3 Year	17.98%	13.2%
5 Year	18.51%	10.61%

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	14.22%	17.87%
Sharp	0.61%	0.98%
Beta	1.02%	1.11%
Alpha	-0.44%	4.57%

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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

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

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