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) | ₹109 Cr | ₹1152 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 | -0.47% | -1.44% |
| 6 Month | 2.42% | -5.27% |
| 1 Year | 6.67% | -3.12% |
| 3 Year | 20.3% | 20.81% |
| 5 Year | 19.92% | 20.32% |
SIP Return Analysis
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.97% | -0.96% |
| 1 Year | 13.65% | 5.69% |
| 3 Year | 16.15% | 14.31% |
| 5 Year | 17.74% | 17.1% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.01% | 10.78% |
| 3 Year | 11.85% | 14.43% |
| 5 Year | 11.99% | 11.11% |
Risk Management
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.02% | 16.69% |
| Sharp | 0.99% | 0.77% |
| Beta | 0.99% | 1.12% |
| Alpha | 3.57% | 2.91% |
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 | 5.51 | 8.46 |
| Large Cap | 76.72 | 43.04 |
| Mid Cap | 17.77 | 7.97 |
| Small Cap | - | 40.53 |
Sector Allocation
| Scheme Name |
Nippon India Quant Fund -Growth Plan - Growth Option |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 0.89 | 5.85 |
| Energy | 8.29 | 5.47 |
| Technology | 8.17 | 1.76 |
| Industrials | 15.14 | 27.63 |
| Consumer Defensive | 4.09 | - |
| Basic Materials | 4.85 | 8.2 |
| Financial Services | 32.37 | 30.03 |
| Healthcare | 5.15 | 0.49 |
| Consumer Cyclical | 14.42 | 18.14 |
| Communication Services | 4.24 | - |
| Utilities | 2.4 | - |
| Real Estate | - | 2.44 |
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