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) | ₹1161 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 | -0.21% | 4.23% |
| 6 Month | 3.49% | 6.13% |
| 1 Year | 3.03% | 1.16% |
| 3 Year | 20.57% | 15.17% |
| 5 Year | 22.5% | 27.11% |
SIP Return Analysis
| Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 6 Month | -1.75% | 3.05% |
| 1 Year | 6.79% | 12.73% |
| 3 Year | 16.43% | 12.56% |
| 5 Year | 18.18% | 17.04% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.02% | 19.59% |
| 3 Year | 14.18% | 23.35% |
| 5 Year | 10.99% | 26.81% |
Risk Management
| Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 16.59% | 18.756% |
| Sharp | 0.84% | 0.643% |
| Beta | 1.11% | 1.112% |
| Alpha | 3.18% | 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 | 7.28 | 34.03 |
| Large Cap | 44.53 | 58.94 |
| Small Cap | 39.96 | 2.66 |
| Mid Cap | 8.23 | 4.36 |
Sector Allocation
| Scheme Name |
HSBC Business Cycles Fund - Regular Growth |
Quant ESG Integration Strategy Fund Regular - Growth |
|---|---|---|
| Others | 9.3 | 16.19 |
| Energy | 5.56 | 3.48 |
| Consumer Cyclical | 20.6 | 12.76 |
| Technology | 0.86 | 9.78 |
| Industrials | 27.47 | - |
| Financial Services | 26.78 | 20.83 |
| Basic Materials | 8.3 | - |
| Real Estate | 1.13 | 8.9 |
| Healthcare | - | 4.36 |
| Utilities | - | 14.59 |
| Consumer Defensive | - | 9.09 |
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