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 | ₹1078 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% | 5.54% |
6 Month | -100% | 4.4% |
1 Year | -100% | 7.99% |
3 Year | -100% | 29.45% |
5 Year | -100% | 28.49% |
SIP Return Analysis
Scheme Name | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | -4.23% | 15.6% |
1 Year | -11.46% | 18.24% |
3 Year | 10.52% | 26.21% |
5 Year | 11.18% | 24.4% |
Rolling Lumpsum Returns
Scheme Name | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 17.66% | 11.98% |
3 Year | 13.42% | 13.2% |
5 Year | 13.62% | 10.61% |
Risk Management
Scheme Name | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.21% | 17.87% |
Sharp | 0.361% | 0.98% |
Beta | - | 1.11% |
Alpha | - | 4.57% |
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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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