Quant Quantamental Fund Regular vs HSBC Business Cycles Fund compare
HSBC Business Cycles Fund - Regular Growth
Quant Quantamental Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Fund | HSBC Business Cycles Fund - Regular Growth | Quant Quantamental Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1161 Cr | ₹2122 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 20 Aug 2014 | 20 Apr 2021 |
| Category | Other Themes | Other Themes |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 200 TRI |
| Turn Over | 28% | % |
| Expense Ratio | 2.28 | 2 |
| Manager | Venugopal Manghat | Sanjeev Sharma |
| ISIN Code | INF917K01RF8 | INF966L01AH5 |
| 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 Quantamental 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 Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Month | -1.81% | 2.64% |
| 6 Month | 0.45% | 5.73% |
| 1 Year | -1.64% | 4.64% |
| 3 Year | 19.7% | 19.39% |
| 5 Year | 21.14% | - |
SIP Return Analysis
| Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | -1.09% | 4.8% |
| 1 Year | 7.36% | 17.16% |
| 3 Year | 16.03% | 14.73% |
| 5 Year | 18.05% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Year | 10.88% | 23.61% |
| 3 Year | 14.3% | 26.26% |
| 5 Year | 11.04% | - |
Risk Management
| Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 16.59% | 17.328% |
| Sharp | 0.84% | 0.966% |
| Beta | 1.11% | - |
| Alpha | 3.18% | - |
Fund Managers
| Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant Quantamental 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 Quantamental Fund Regular - Growth |
Market Cap
| Scheme Name |
HSBC Business Cycles Fund - Regular Growth |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 7.92 | 42.25 |
| Large Cap | 42.84 | 52.31 |
| Small Cap | 40.94 | 0.96 |
| Mid Cap | 8.29 | 4.48 |
Sector Allocation
| Scheme Name |
HSBC Business Cycles Fund - Regular Growth |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 6.7 | 31.46 |
| Energy | 5.14 | 8.6 |
| Consumer Cyclical | 19.15 | 5.9 |
| Technology | 0.82 | 0 |
| Industrials | 28.07 | 7.5 |
| Financial Services | 29.01 | 23.14 |
| Basic Materials | 9.97 | 3.07 |
| Real Estate | 1.15 | 6.25 |
| Healthcare | - | 4.48 |
| Utilities | - | 8.62 |
| Communication Services | - | 0.96 |
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