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

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tortoise-icon ICICI Prudential ESG Exclusionary Strategy Fund - 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 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) ₹1477 Cr ₹1092 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 3.07% 1.12%
6 Month 13.43% 18.92%
1 Year -2.64% -2.56%
3 Year 18.55% 19.18%
5 Year - 24.86%

SIP Return Analysis

Scheme Name ICICI Prudential ESG Exclusionary Strategy Fund - Growth HSBC Business Cycles Fund - Regular Growth
6 Month 3.27% 2.43%
1 Year 9.92% 9.22%
3 Year 18.43% 19.75%
5 Year - 20.23%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential ESG Exclusionary Strategy Fund - Growth HSBC Business Cycles Fund - Regular Growth
1 Year 15.83% 11.61%
3 Year 16.49% 13.53%
5 Year - 10.79%

Risk Management

Scheme Name ICICI Prudential ESG Exclusionary Strategy Fund - Growth HSBC Business Cycles Fund - Regular Growth
Standard Deviation 12.21% 16.79%
Sharp 0.93% 0.75%
Beta 0.86% 1.11%
Alpha 6.66% 3.61%

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 4.95 6.3
Large Cap 69.14 44.3
Small Cap 21.36 40.04
Mid Cap 4.55 9.36

Sector Allocation

Scheme Name

ICICI Prudential ESG Exclusionary Strategy Fund - Growth

HSBC Business Cycles Fund - Regular Growth

Others 4.95 6.3
Energy 2.98 5.58
Technology 8.13 1.13
Financial Services 28.43 28.61
Healthcare 10 -
Consumer Cyclical 15.75 21
Industrials 6.85 25.75
Basic Materials 5.28 10.87
Communication Services 8.95 -
Consumer Defensive 5.43 -
Utilities 3.26 -
Real Estate - 0.76

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