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) | ₹1512 Cr | ₹1152 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 | -0.48% | -1.86% |
| 6 Month | 2.97% | -3.39% |
| 1 Year | 2.97% | -7.58% |
| 3 Year | 18.97% | 18.77% |
| 5 Year | 15.74% | 20.31% |
SIP Return Analysis
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.7% | -2.75% |
| 1 Year | 11.99% | 5.13% |
| 3 Year | 16.32% | 14.36% |
| 5 Year | 15.74% | 16.86% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.64% | 10.82% |
| 3 Year | 16.75% | 14.36% |
| 5 Year | 17.18% | 11.07% |
Risk Management
| Scheme Name | ICICI Prudential ESG Exclusionary Strategy Fund - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.20% | 16.69% |
| Sharp | 0.93% | 0.77% |
| Beta | 0.87% | 1.12% |
| Alpha | 5.34% | 2.91% |
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 | 7.45 | 7.92 |
| Large Cap | 64.46 | 42.84 |
| Small Cap | 20.57 | 40.94 |
| Mid Cap | 7.51 | 8.29 |
Sector Allocation
| Scheme Name |
ICICI Prudential ESG Exclusionary Strategy Fund - Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 6.43 | 6.7 |
| Energy | 3.14 | 5.14 |
| Technology | 8.41 | 0.82 |
| Financial Services | 27.58 | 29.01 |
| Healthcare | 9.77 | - |
| Consumer Cyclical | 16.14 | 19.15 |
| Industrials | 7.34 | 28.07 |
| Basic Materials | 6.04 | 8.56 |
| Communication Services | 6.76 | - |
| Consumer Defensive | 3.1 | - |
| Real Estate | 0.99 | 2.56 |
| Utilities | 4.29 | - |
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