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) | ₹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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