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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 | ₹1124 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% | -3.8% |
| 6 Month | -100% | 19.33% |
| 1 Year | -100% | -3.82% |
| 3 Year | -100% | 20.06% |
| 5 Year | -100% | 23.21% |
SIP Return Analysis
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | -4.23% | -0.38% |
| 1 Year | -11.46% | 1.42% |
| 3 Year | 10.52% | 18.01% |
| 5 Year | 11.18% | 19.55% |
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% | 16.64% |
| Sharp | 0.361% | 0.94% |
| Beta | - | 1.10% |
| Alpha | - | 4.32% |
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 | 6.3 |
| Large Cap | 50.12 | 44.3 |
| Mid Cap | 43.8 | 9.36 |
| Small Cap | - | 40.04 |
Sector Allocation
| Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 6.08 | 6.3 |
| Industrials | 4.37 | 25.75 |
| Financial Services | 30.79 | 28.61 |
| Basic Materials | 16.68 | 10.87 |
| Consumer Cyclical | 4.12 | 21 |
| Technology | 18.74 | 1.13 |
| Utilities | 6.66 | - |
| Energy | 0.8 | 5.58 |
| Healthcare | 7.47 | - |
| Communication Services | 4.29 | - |
| Real Estate | - | 0.76 |
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