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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 ₹995 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% 1.78%
6 Month -100% -7.65%
1 Year -100% 6.01%
3 Year -100% 20.65%
5 Year -100% 26.71%

SIP Return Analysis

Scheme Name Tata Quant Fund-Regular Plan-Growth HSBC Business Cycles Fund - Regular Growth
6 Month -4.23% 0.58%
1 Year -11.46% -5.84%
3 Year 10.52% 20.6%
5 Year 11.18% 21.61%

Rolling Lumpsum Returns

Scheme Name Tata Quant Fund-Regular Plan-Growth HSBC Business Cycles Fund - Regular Growth
1 Year 18.99% 12.53%
3 Year 13.85% 12.41%
5 Year 7.67% 10.07%

Risk Management

Scheme Name Tata Quant Fund-Regular Plan-Growth HSBC Business Cycles Fund - Regular Growth
Standard Deviation 14.21% 16.92%
Sharp 0.361% 0.627%
Beta - -
Alpha - -

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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 5.33 3.21
Large Cap 49.88 41.17
Mid Cap 44.78 11.24
Small Cap 0 44.38

Sector Allocation

Scheme Name

Tata Quant Fund-Regular Plan-Growth

HSBC Business Cycles Fund - Regular Growth

Others 5.33 4.33
Industrials 4.39 28.03
Basic Materials 15.9 12.59
Financial Services 30.17 29.12
Energy 0.84 6.42
Consumer Cyclical 4.18 16.85
Healthcare 8.14 -
Technology 19.92 1.43
Utilities 6.67 -
Consumer Defensive 0 -
Communication Services 4.46 -
Real Estate 0 1.22

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