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) | ₹110 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 | 0.66% | -0.67% |
| 6 Month | 1.52% | -7.03% |
| 1 Year | 9.18% | -1.33% |
| 3 Year | 19.68% | 19.36% |
| 5 Year | 18.43% | 18.5% |
SIP Return Analysis
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.1% | -2.76% |
| 1 Year | 11.58% | 0.8% |
| 3 Year | 14.85% | 11.87% |
| 5 Year | 16.78% | 15.49% |
Rolling Lumpsum Returns
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.89% | 10.62% |
| 3 Year | 11.9% | 14.53% |
| 5 Year | 12.01% | 11.18% |
Risk Management
| Scheme Name | Nippon India Quant Fund -Growth Plan - Growth Option | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.02% | 13.82% |
| Sharp | 1.07% | 0.86% |
| Beta | 0.99% | 1.14% |
| Alpha | 3.56% | 1.91% |
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 | 5.39 | 8.46 |
| Large Cap | 74.94 | 43.04 |
| Mid Cap | 19.67 | 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 | 1.16 | 5.85 |
| Energy | 8.89 | 5.47 |
| Technology | 7.8 | 1.76 |
| Industrials | 16.15 | 27.63 |
| Consumer Defensive | 3.97 | - |
| Financial Services | 31.64 | 30.03 |
| Healthcare | 3.93 | 0.49 |
| Consumer Cyclical | 14.45 | 18.14 |
| Basic Materials | 5.41 | 8.2 |
| Communication Services | 4.21 | - |
| Utilities | 2.4 | - |
| Real Estate | - | 2.44 |
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