ICICI Prudential ESG Exclusionary Strategy Fund vs HSBC Business Cycles Fund compare

ICICI Prudential ESG Exclusionary Strategy Fund vs HSBC Business Cycles Fund compare

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ICICI Prudential ESG Exclusionary Strategy Fund - 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	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)	₹1486 Cr	₹1117 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	4.42%	3.16%
6 Month	7.48%	9.03%
1 Year	5.47%	0.69%
3 Year	20.06%	21.48%
5 Year	18.26%	24.75%

SIP Return Analysis

Scheme Name	ICICI Prudential ESG Exclusionary Strategy Fund - Growth	HSBC Business Cycles Fund - Regular Growth
6 Month	2.95%	0.24%
1 Year	13.88%	10.07%
3 Year	18.66%	18.79%
5 Year	17.1%	19.69%

Rolling Lumpsum Returns

Scheme Name	ICICI Prudential ESG Exclusionary Strategy Fund - Growth	HSBC Business Cycles Fund - Regular Growth
1 Year	15.27%	11.26%
3 Year	16.59%	13.82%
5 Year	-	10.88%

Risk Management

Scheme Name	ICICI Prudential ESG Exclusionary Strategy Fund - Growth	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	12.13%	16.59%
Sharp	0.99%	0.84%
Beta	0.88%	1.11%
Alpha	5.98%	3.18%

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	8.36	7.28
Large Cap	65.36	44.53
Small Cap	20.77	39.96
Mid Cap	5.52	8.23

Sector Allocation

Scheme Name	ICICI Prudential ESG Exclusionary Strategy Fund - Growth	HSBC Business Cycles Fund - Regular Growth
Others	8.36	7.28
Energy	2.96	5.56
Technology	7.89	0.86
Financial Services	27.44	26.78
Healthcare	9.48	-
Consumer Cyclical	16.84	20.6
Industrials	6.93	27.47
Basic Materials	5.55	10.32
Communication Services	8.23	-
Consumer Defensive	2.67	-
Utilities	3.65	-
Real Estate	-	1.13

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