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	₹1117 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	1.65%	-0.68%
6 Month	4.84%	6.37%
1 Year	0.94%	-2.3%
3 Year	12.73%	19.85%
5 Year	16.73%	23.35%

SIP Return Analysis

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
6 Month	2.4%	-1.57%
1 Year	10.33%	6.51%
3 Year	10.43%	16.43%
5 Year	12.34%	18.09%

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	12.96%	16.59%
Sharp	0.55%	0.84%
Beta	1.04%	1.11%
Alpha	-0.46%	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	2.03	7.28
Large Cap	90.56	44.53
Mid Cap	7.41	8.23
Small Cap	-	39.96

Sector Allocation

Scheme Name	SBI Equity Minimum Variance Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
Others	0	9.3
Energy	3.92	5.56
Technology	7.62	0.86
Industrials	2.99	27.47
Basic Materials	8.15	8.3
Consumer Defensive	26.94	-
Financial Services	16.08	26.78
Healthcare	19.38	-
Consumer Cyclical	9.98	20.6
Communication Services	2.94	-
Utilities	2	-
Real Estate	-	1.13

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