Quant ESG Equity Fund Regular vs HSBC Business Cycles Fund compare
HSBC Business Cycles Fund - Regular Growth
Quant ESG Integration Strategy Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Fund | HSBC Business Cycles Fund - Regular Growth | Quant ESG Integration Strategy Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹1153 Cr | ₹288 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 20 Aug 2014 | 05 Nov 2020 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 100 ESG TRI |
Turn Over | 28% | % |
Expense Ratio | 2.28 | 2.42 |
Manager | Venugopal Manghat | Sanjeev Sharma |
ISIN Code | INF917K01RF8 | INF966L01AB8 |
Exits Load | HSBC Business Cycles Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant ESG Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
1 Month | 3.18% | 0.4% |
6 Month | 10.37% | 5.9% |
1 Year | 4.79% | -6.3% |
3 Year | 26.9% | 20.61% |
5 Year | 28% | - |
SIP Return Analysis
Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
6 Month | 11.82% | 7.7% |
1 Year | 13.93% | 1.77% |
3 Year | 23.71% | 14.86% |
5 Year | 22.97% | - |
Rolling Lumpsum Returns
Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
1 Year | 11.98% | 22.83% |
3 Year | 13.2% | 28.77% |
5 Year | 10.61% | - |
Risk Management
Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Standard Deviation | 17.42% | 18.756% |
Sharp | 1.21% | 0.643% |
Beta | 1.11% | 1.112% |
Alpha | 4.95% | 6.426% |
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Fund Managers
Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Name | Venugopal Manghat | Sanjeev Sharma |
Total AUM | ₹41442 Cr | ₹39731 Cr |
Funds Managed | 7 | 22 |
HSBC Business Cycles Fund - Regular Growth | Quant ESG Integration Strategy Fund Regular - Growth |
Market Cap
Scheme Name |
HSBC Business Cycles Fund - Regular Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 3.24 | 18.08 |
Large Cap | 45.72 | 58.59 |
Small Cap | 41.61 | 19.04 |
Mid Cap | 9.42 | 4.29 |
Sector Allocation
Scheme Name |
HSBC Business Cycles Fund - Regular Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
---|---|---|
Others | 3.24 | 18.08 |
Energy | 6 | 0 |
Consumer Cyclical | 18.9 | 8.88 |
Technology | 1.15 | 3.11 |
Industrials | 27.8 | - |
Financial Services | 31.05 | 22.15 |
Basic Materials | 10.99 | - |
Real Estate | 0.87 | 9.25 |
Healthcare | - | 18.89 |
Utilities | - | 12.07 |
Consumer Defensive | - | 7.57 |
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