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Quant ESG Equity Fund Regular vs HSBC Business Cycles Fund compare

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tortoise-icon HSBC Business Cycles Fund - Regular Growth

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tortoise-icon Quant ESG Integration Strategy Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1092 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 1.21% 4.89%
6 Month 20.03% 15.16%
1 Year -2.47% -12.78%
3 Year 19.26% 12.91%
5 Year 24.01% -

SIP Return Analysis

Scheme Name HSBC Business Cycles Fund - Regular Growth Quant ESG Integration Strategy Fund Regular - Growth
6 Month 2.43% 1.98%
1 Year 9.22% 3.4%
3 Year 19.75% 11.87%
5 Year 20.23% -

Rolling Lumpsum Returns

Scheme Name HSBC Business Cycles Fund - Regular Growth Quant ESG Integration Strategy Fund Regular - Growth
1 Year 11.61% 21.51%
3 Year 13.53% 27.16%
5 Year 10.79% -

Risk Management

Scheme Name HSBC Business Cycles Fund - Regular Growth Quant ESG Integration Strategy Fund Regular - Growth
Standard Deviation 16.79% 18.756%
Sharp 0.75% 0.643%
Beta 1.11% 1.112%
Alpha 3.61% 6.426%

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 6.3 17.05
Large Cap 44.3 56.62
Small Cap 40.04 19.96
Mid Cap 9.36 6.37

Sector Allocation

Scheme Name

HSBC Business Cycles Fund - Regular Growth

Quant ESG Integration Strategy Fund Regular - Growth

Others 6.3 13.28
Energy 5.58 0.44
Consumer Cyclical 21 12.42
Technology 1.13 6.68
Industrials 25.75 -
Financial Services 28.61 30.3
Basic Materials 10.87 -
Real Estate 0.76 9.51
Healthcare - 6.37
Utilities - 12.75
Consumer Defensive - 8.25

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