Tata Quant Fund vs HSBC Business Cycles Fund compare
Tata Quant Fund-Regular Plan-Growth
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Fund | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹66 Cr | ₹1092 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 Jan 2020 | 20 Aug 2014 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 200 | NIFTY 500 TRI |
Turn Over | 349.61% | 28% |
Expense Ratio | 2.4 | 2.28 |
Manager | Sailesh Jain | Venugopal Manghat |
ISIN Code | INF277K016Y9 | INF917K01RF8 |
Exits Load | Tata Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Month | -100% | 2.49% |
6 Month | -100% | 20.69% |
1 Year | -100% | -1.81% |
3 Year | -100% | 20.77% |
5 Year | -100% | 24.43% |
SIP Return Analysis
Scheme Name | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | -4.23% | 2.43% |
1 Year | -11.46% | 9.22% |
3 Year | 10.52% | 19.75% |
5 Year | 11.18% | 20.23% |
Rolling Lumpsum Returns
Scheme Name | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 16.45% | 11.61% |
3 Year | 13.52% | 13.53% |
5 Year | 13.06% | 10.79% |
Risk Management
Scheme Name | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.21% | 16.79% |
Sharp | 0.361% | 0.75% |
Beta | - | 1.11% |
Alpha | - | 3.61% |
Fund Managers
Scheme Name | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Name | Sailesh Jain | Venugopal Manghat |
Total AUM | ₹17041 Cr | ₹41442 Cr |
Funds Managed | 7 | 7 |
Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
Market Cap
Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 6.08 | 6.34 |
Large Cap | 50.12 | 45.23 |
Mid Cap | 43.8 | 8.28 |
Small Cap | - | 40.15 |
Sector Allocation
Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 6.08 | 6.34 |
Industrials | 4.37 | 26.52 |
Financial Services | 30.79 | 26.7 |
Basic Materials | 16.68 | 10.78 |
Consumer Cyclical | 4.12 | 22.43 |
Technology | 18.74 | 0.94 |
Utilities | 6.66 | - |
Energy | 0.8 | 5.58 |
Healthcare | 7.47 | - |
Communication Services | 4.29 | - |
Real Estate | - | 0.72 |
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