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) | ₹1491 Cr | ₹1137 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 | -3.1% | -3.39% |
| 6 Month | -2.24% | -6.97% |
| 1 Year | 4.9% | 4.79% |
| 3 Year | 18.04% | 20.09% |
| 5 Year | 14.55% | 19.11% |
SIP Return Analysis
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.59% | -0.97% |
| 1 Year | 8.15% | 3.99% |
| 3 Year | 13.95% | 12.4% |
| 5 Year | 14.8% | 15.99% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.09% | 10.53% |
| 3 Year | 16.84% | 14.58% |
| 5 Year | 16.23% | 11.2% |
Risk Management
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.11% | 13.82% |
| Sharp | 1.08% | 0.86% |
| Beta | 0.9% | 1.14% |
| Alpha | 3.82% | 1.91% |
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 | 2.82 | 16.31 |
| Large Cap | 68.8 | 41.88 |
| Small Cap | 20.85 | 33.47 |
| Mid Cap | 7.53 | 8.34 |
Sector Allocation
| Scheme Name |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 1.72 | 2.71 |
| Energy | 3.02 | 5.55 |
| Technology | 7.81 | 1.69 |
| Financial Services | 29.4 | 33.15 |
| Consumer Defensive | 6.5 | - |
| Healthcare | 10.95 | 0.55 |
| Consumer Cyclical | 16.1 | 17.74 |
| Industrials | 8.08 | 27.45 |
| Basic Materials | 6.01 | 8.81 |
| Communication Services | 5.85 | - |
| Real Estate | 0.91 | 2.34 |
| Utilities | 3.66 | - |
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