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 | ₹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 |
Top Comparisons
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns18%
LIC MF Flexi Cap Fund-Growth
3Y Returns16.29%
Edelweiss Multi Cap Fund - Regular (G)
3Y Returns0%
Quant Multi Cap Fund-Growth
3Y Returns10.87%
LIC MF Large & Mid Cap Fund Regular-Growth
3Y Returns17.7%
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
3Y Returns17.7%
ICICI Prudential Exports & Services Fund - Growth
3Y Returns19.94%
SBI Comma Fund - Regular Plan - Growth
3Y Returns18.03%