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) | ₹103 Cr | ₹1117 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 | 0.96% | -0.69% |
6 Month | 8.82% | 9.19% |
1 Year | 3.03% | -3.12% |
3 Year | 21.84% | 21.96% |
5 Year | 22.78% | 24.88% |
SIP Return Analysis
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 3.17% | 0.16% |
1 Year | 13.96% | 9.76% |
3 Year | 18.05% | 18.7% |
5 Year | 18.81% | 19.68% |
Rolling Lumpsum Returns
Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 11.49% | 11.26% |
3 Year | 11.69% | 13.82% |
5 Year | 11.91% | 10.88% |
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 | 1.05% | 0.84% |
Beta | 1% | 1.11% |
Alpha | 4.08% | 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 | 5.42 | 7.28 |
Large Cap | 76.36 | 44.53 |
Mid Cap | 18.22 | 8.23 |
Small Cap | - | 39.96 |
Sector Allocation
Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 0.92 | 7.28 |
Energy | 7.14 | 5.56 |
Technology | 9.26 | 0.86 |
Industrials | 12.75 | 27.47 |
Consumer Defensive | 4.42 | - |
Financial Services | 32.23 | 26.78 |
Healthcare | 5.11 | - |
Consumer Cyclical | 15.29 | 20.6 |
Basic Materials | 4.63 | 10.32 |
Real Estate | 1.59 | 1.13 |
Communication Services | 4.01 | - |
Utilities | 2.64 | - |
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