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) | ₹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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