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) | ₹786 Cr | ₹1092 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 | 0.06% | 0.11% |
6 Month | 12.4% | 10.55% |
1 Year | -0.91% | -4.73% |
3 Year | 16.76% | 21.93% |
5 Year | 21.35% | 24.98% |
SIP Return Analysis
Scheme Name | SBI Comma Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 3.08% | 0.44% |
1 Year | 16.49% | 10.04% |
3 Year | 15.82% | 18.53% |
5 Year | 14.71% | 19.45% |
Rolling Lumpsum Returns
Scheme Name | SBI Comma Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 8.54% | 11.26% |
3 Year | 11.92% | 13.82% |
5 Year | 11.01% | 10.88% |
Risk Management
Scheme Name | SBI Comma Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 15.11% | 16.59% |
Sharp | 0.63% | 0.84% |
Beta | 0.79% | 1.11% |
Alpha | 0.35% | 3.18% |
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 | 4.04 | 6.34 |
Large Cap | 50.77 | 45.23 |
Small Cap | 29.02 | 40.15 |
Mid Cap | 16.17 | 8.28 |
Sector Allocation
Scheme Name |
SBI Comma Fund - Regular Plan - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 1.45 | 6.34 |
Energy | 25.32 | 5.58 |
Basic Materials | 53.8 | 10.78 |
Financial Services | 2.19 | 26.7 |
Consumer Cyclical | 4 | 22.43 |
Consumer Defensive | 5.11 | - |
Utilities | 8.13 | - |
Technology | - | 0.94 |
Industrials | - | 26.52 |
Real Estate | - | 0.72 |
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