SBI Equity Minimum Variance Fund vs HSBC Business Cycles Fund compare

SBI Equity Minimum Variance Fund vs HSBC Business Cycles Fund compare

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SBI Equity Minimum Variance Fund - Regular Plan - Growth

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HSBC Business Cycles Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
Fund	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹223 Cr	₹1092 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	19 Mar 2019	20 Aug 2014
Category	Other Themes	Other Themes
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 TRI	NIFTY 500 TRI
Turn Over	37%	28%
Expense Ratio	0.75	2.28
Manager	Pradeep Kesavan	Venugopal Manghat
ISIN Code	INF200KA1A48	INF917K01RF8
Exits Load	SBI Equity Minimum Variance Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365	HSBC Business Cycles Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
1 Month	-0.89%	-0.05%
6 Month	8.55%	13.08%
1 Year	-5.34%	-3.84%
3 Year	14.49%	21.72%
5 Year	16.89%	24.39%

SIP Return Analysis

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
6 Month	1.58%	0.44%
1 Year	8.37%	10.04%
3 Year	10.65%	18.53%
5 Year	12.59%	19.45%

Rolling Lumpsum Returns

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
1 Year	15.69%	11.26%
3 Year	17.72%	13.82%
5 Year	18.4%	10.88%

Risk Management

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	12.93%	16.59%
Sharp	0.53%	0.84%
Beta	1.02%	1.11%
Alpha	-0.77%	3.18%

Fund Managers

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
Name	Pradeep Kesavan	Venugopal Manghat
Total AUM	₹434274 Cr	₹41442 Cr
Funds Managed	43	7
	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth

Market Cap

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
Others	1.88	6.34
Large Cap	90.56	45.23
Mid Cap	7.55	8.28
Small Cap	-	40.15

Sector Allocation

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
Others	0.05	6.34
Energy	3.73	5.58
Technology	8.01	0.94
Industrials	2.81	26.52
Basic Materials	8.08	10.78
Consumer Defensive	27.26	-
Financial Services	15.83	26.7
Healthcare	19.73	-
Consumer Cyclical	9.61	22.43
Communication Services	2.94	-
Utilities	1.94	-
Real Estate	-	0.72

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