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SBI Equity Minimum Variance Fund vs HSBC Business Cycles Fund compare
SBI Equity Minimum Variance Fund - Regular Plan - Growth
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
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) | ₹224 Cr | ₹1124 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 | -1.09% | -3.23% |
| 6 Month | 5.87% | 16.36% |
| 1 Year | -4.15% | 3.38% |
| 3 Year | 13.02% | 21.02% |
| 5 Year | 17.47% | 25.75% |
SIP Return Analysis
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.89% | 4.12% |
| 1 Year | 0.91% | 5.12% |
| 3 Year | 10.33% | 19.9% |
| 5 Year | 12.69% | 20.57% |
Rolling Lumpsum Returns
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.85% | 11.61% |
| 3 Year | 17.89% | 13.53% |
| 5 Year | 18.73% | 10.79% |
Risk Management
| Scheme Name | SBI Equity Minimum Variance Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.04% | 16.64% |
| Sharp | 0.57% | 0.94% |
| Beta | 1.00% | 1.10% |
| Alpha | -0.30% | 4.32% |
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 | 2.08 | 6.3 |
| Large Cap | 90.38 | 44.3 |
| Mid Cap | 7.54 | 9.36 |
| Small Cap | - | 40.04 |
Sector Allocation
| Scheme Name |
SBI Equity Minimum Variance Fund - Regular Plan - Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 0.16 | 6.3 |
| Energy | 3.87 | 5.58 |
| Technology | 7.98 | 1.13 |
| Industrials | 2.9 | 25.75 |
| Basic Materials | 7.92 | 10.87 |
| Consumer Defensive | 26.68 | - |
| Financial Services | 16.43 | 28.61 |
| Healthcare | 20.13 | - |
| Consumer Cyclical | 8.93 | 21 |
| Communication Services | 2.99 | - |
| Utilities | 2.02 | - |
| Real Estate | - | 0.76 |
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