ICICI Prudential ESG Exclusionary Strategy Fund vs HSBC Business Cycles Fund compare
ICICI Prudential ESG Exclusionary Strategy Fund - Growth
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Fund | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1549 Cr | ₹1153 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Oct 2020 | 20 Aug 2014 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 ESG TRI | NIFTY 500 TRI |
Turn Over | 36% | 28% |
Expense Ratio | 2.17 | 2.28 |
Manager | Mittul Kalawadia | Venugopal Manghat |
ISIN Code | INF109KC1N75 | INF917K01RF8 |
Exits Load | ICICI Prudential ESG Exclusionary Strategy Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Month | -1.5% | -3.29% |
6 Month | 7.3% | 12.64% |
1 Year | 4.68% | 1.39% |
3 Year | 20.35% | 23.03% |
5 Year | - | 26.63% |
SIP Return Analysis
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 4.19% | 7.93% |
1 Year | 6% | 9.71% |
3 Year | 19.52% | 22.51% |
5 Year | - | 22.27% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 16.6% | 11.98% |
3 Year | 16.34% | 13.2% |
5 Year | - | 10.61% |
Risk Management
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.36% | 17.42% |
Sharp | 1.29% | 1.21% |
Beta | 0.83% | 1.11% |
Alpha | 6.23% | 4.95% |
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Fund Managers
Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Name | Mittul Kalawadia | Venugopal Manghat |
Total AUM | ₹45730 Cr | ₹41442 Cr |
Funds Managed | 5 | 7 |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
Market Cap
Scheme Name |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 9.52 | 4.13 |
Large Cap | 66.87 | 44.87 |
Small Cap | 18.86 | 41.16 |
Mid Cap | 4.75 | 9.83 |
Sector Allocation
Scheme Name |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 9.52 | 4.13 |
Energy | 2.34 | 5.87 |
Technology | 8.77 | 1.15 |
Financial Services | 26.73 | 30.98 |
Healthcare | 9.6 | - |
Consumer Cyclical | 15.79 | 20.84 |
Industrials | 5.82 | 25.83 |
Basic Materials | 3.39 | 10.38 |
Communication Services | 9.68 | - |
Consumer Defensive | 5.26 | - |
Utilities | 3.11 | - |
Real Estate | - | 0.82 |
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