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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 ₹1152 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 - -1.44%
6 Month - -5.27%
1 Year - -3.12%
3 Year - 20.81%
5 Year - 20.32%

SIP Return Analysis

Scheme Name Tata Quant Fund-Regular Plan-Growth HSBC Business Cycles Fund - Regular Growth
6 Month - -4.02%
1 Year - 0.73%
3 Year - 13.62%
5 Year - 16.79%

Rolling Lumpsum Returns

Scheme Name Tata Quant Fund-Regular Plan-Growth HSBC Business Cycles Fund - Regular Growth
1 Year 18.29% 10.78%
3 Year 13.54% 14.43%
5 Year 7.96% 11.11%

Risk Management

Scheme Name Tata Quant Fund-Regular Plan-Growth HSBC Business Cycles Fund - Regular Growth
Standard Deviation 14.21% 16.69%
Sharp 0.361% 0.77%
Beta - 1.12%
Alpha - 2.91%

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 8.46
Large Cap 50.12 43.04
Mid Cap 43.8 7.97
Small Cap - 40.53

Sector Allocation

Scheme Name

Tata Quant Fund-Regular Plan-Growth

HSBC Business Cycles Fund - Regular Growth

Others 6.08 5.85
Industrials 4.37 27.63
Financial Services 30.79 30.03
Basic Materials 16.68 8.2
Consumer Cyclical 4.12 18.14
Technology 18.74 1.76
Utilities 6.66 -
Energy 0.8 5.47
Healthcare 7.47 0.49
Communication Services 4.29 -
Real Estate - 2.44

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