SBI Magnum Comma Fund vs HSBC Business Cycles Fund compare
SBI Comma Fund - Regular Plan - Growth
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | SBI Comma Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Fund | SBI Comma Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹708 Cr | ₹1124 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 08 Aug 2005 | 20 Aug 2014 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY COMMODITIES TRI | NIFTY 500 TRI |
Turn Over | 65% | 28% |
Expense Ratio | 2.52 | 2.28 |
Manager | Pradeep Kesavan | Venugopal Manghat |
ISIN Code | INF200K01339 | INF917K01RF8 |
Exits Load | SBI Magnum COMMA Fund - Regular Plan - Growth charges 0.5% of sell value; if fund sold before 30 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 Comma Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Month | -2.1% | -3.8% |
6 Month | 16.32% | 19.33% |
1 Year | -6.83% | -3.82% |
3 Year | 13.99% | 20.06% |
5 Year | 19.98% | 23.21% |
SIP Return Analysis
Scheme Name | SBI Comma Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 1.07% | -0.38% |
1 Year | 4.81% | 1.42% |
3 Year | 13.76% | 18.01% |
5 Year | 14.11% | 19.55% |
Rolling Lumpsum Returns
Scheme Name | SBI Comma Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 8.84% | 11.61% |
3 Year | 11.77% | 13.53% |
5 Year | 10.89% | 10.79% |
Risk Management
Scheme Name | SBI Comma Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 15.32% | 16.64% |
Sharp | 0.69% | 0.94% |
Beta | 0.78% | 1.10% |
Alpha | 1.91% | 4.32% |
Fund Managers
Scheme Name | SBI Comma 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 Comma Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
Market Cap
Scheme Name |
SBI Comma Fund - Regular Plan - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 3.99 | 6.3 |
Large Cap | 51.34 | 44.3 |
Small Cap | 28.14 | 40.04 |
Mid Cap | 16.53 | 9.36 |
Sector Allocation
Scheme Name |
SBI Comma Fund - Regular Plan - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 3.99 | 6.3 |
Energy | 26.35 | 5.58 |
Basic Materials | 48.82 | 10.87 |
Financial Services | 2.1 | 28.61 |
Consumer Cyclical | 3.39 | 21 |
Consumer Defensive | 6.56 | - |
Utilities | 8.78 | - |
Technology | - | 1.13 |
Industrials | - | 25.75 |
Real Estate | - | 0.76 |
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