Nippon India Quant Fund vs HSBC Business Cycles Fund compare
Nippon India Quant Fund -Growth Plan - Growth Option
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Fund | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹107 Cr | ₹1161 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 18 Apr 2008 | 20 Aug 2014 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 200 | NIFTY 500 TRI |
| Turn Over | 119% | 28% |
| Expense Ratio | 0.94 | 2.28 |
| Manager | Ashutosh Bhargava | Venugopal Manghat |
| ISIN Code | INF204K01760 | INF917K01RF8 |
| Exits Load | Nippon India Quant Fund - Growth charges 0.25% of sell value; if fund sold before 30 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 | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.85% | -1.81% |
| 6 Month | 6.24% | 0.45% |
| 1 Year | 7.4% | -1.64% |
| 3 Year | 19.61% | 19.7% |
| 5 Year | 21.15% | 21.14% |
SIP Return Analysis
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.76% | -2.66% |
| 1 Year | 13.74% | 3.95% |
| 3 Year | 17.35% | 15.98% |
| 5 Year | 18.41% | 18.15% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.13% | 10.88% |
| 3 Year | 11.81% | 14.3% |
| 5 Year | 11.97% | 11.04% |
Risk Management
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.02% | 16.59% |
| Sharp | 1.01% | 0.84% |
| Beta | 0.99% | 1.11% |
| Alpha | 3.41% | 3.18% |
Fund Managers
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Name | Ashutosh Bhargava | Venugopal Manghat |
| Total AUM | ₹121448 Cr | ₹41442 Cr |
| Funds Managed | 12 | 7 |
| Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
Market Cap
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 6.7 | 7.92 |
| Large Cap | 74.98 | 42.84 |
| Mid Cap | 18.32 | 8.29 |
| Small Cap | - | 40.94 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 2.09 | 6.7 |
| Energy | 7.68 | 5.14 |
| Technology | 9.15 | 0.82 |
| Industrials | 13.01 | 28.07 |
| Consumer Defensive | 4.16 | - |
| Basic Materials | 6.57 | 9.97 |
| Financial Services | 32.12 | 29.01 |
| Healthcare | 5.49 | - |
| Consumer Cyclical | 13 | 19.15 |
| Real Estate | 0 | 1.15 |
| Communication Services | 4.22 | - |
| Utilities | 2.52 | - |
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