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) | ₹229 Cr | ₹1161 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 | 0.93% | -1.81% |
| 6 Month | 6.33% | 0.45% |
| 1 Year | 6.63% | -1.64% |
| 3 Year | 12.9% | 19.7% |
| 5 Year | 15.95% | 21.14% |
SIP Return Analysis
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.05% | -1.09% |
| 1 Year | 14.68% | 7.36% |
| 3 Year | 11.75% | 16.03% |
| 5 Year | 13.23% | 18.05% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.9% | 10.88% |
| 3 Year | 17.57% | 14.3% |
| 5 Year | 18.12% | 11.04% |
Risk Management
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.96% | 16.59% |
| Sharp | 0.55% | 0.84% |
| Beta | 1.04% | 1.11% |
| Alpha | -0.46% | 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 | 2.6 | 7.92 |
| Large Cap | 94.06 | 42.84 |
| Mid Cap | 3.34 | 8.29 |
| Small Cap | - | 40.94 |
Sector Allocation
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 0.43 | 6.7 |
| Energy | 3.98 | 5.14 |
| Technology | 6.69 | 0.82 |
| Industrials | 4.03 | 28.07 |
| Basic Materials | 9.43 | 9.97 |
| Healthcare | 17.77 | - |
| Consumer Defensive | 28.55 | - |
| Financial Services | 16.65 | 29.01 |
| Consumer Cyclical | 7.44 | 19.15 |
| Communication Services | 3.09 | - |
| Utilities | 1.94 | - |
| Real Estate | - | 1.15 |
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