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Tata Quant Fund vs HSBC Business Cycles Fund compare

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tortoise-icon Tata Quant Fund-Regular Plan-Growth

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tortoise-icon 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 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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