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) | ₹1117 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 | -0.68% | 1.44% |
| 6 Month | 6.37% | 8.27% |
| 1 Year | -2.3% | -1.14% |
| 3 Year | 19.85% | 19.8% |
| 5 Year | 23.35% | - |
SIP Return Analysis
| Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 6 Month | -1.57% | 2.53% |
| 1 Year | 6.51% | 11.95% |
| 3 Year | 16.43% | 13.24% |
| 5 Year | 18.09% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Business Cycles Fund - Regular Growth | Quant Quantamental Fund Regular - Growth |
|---|---|---|
| 1 Year | 11.26% | 23.61% |
| 3 Year | 13.82% | 26.26% |
| 5 Year | 10.88% | - |
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 | 7.28 | 43.02 |
| Large Cap | 44.53 | 50.9 |
| Small Cap | 39.96 | 1.78 |
| Mid Cap | 8.23 | 4.3 |
Sector Allocation
| Scheme Name |
HSBC Business Cycles Fund - Regular Growth |
Quant Quantamental Fund Regular - Growth |
|---|---|---|
| Others | 9.3 | 30.55 |
| Energy | 5.56 | 18.69 |
| Consumer Cyclical | 20.6 | 5.85 |
| Technology | 0.86 | 0.88 |
| Industrials | 27.47 | 6.83 |
| Financial Services | 26.78 | 16.85 |
| Basic Materials | 8.3 | - |
| Real Estate | 1.13 | 5.91 |
| Healthcare | - | 4.3 |
| Communication Services | - | 0.9 |
| Utilities | - | 9.25 |
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