Tata Quant Fund vs HSBC Business Cycles Fund compare

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Tata Quant Fund-Regular Plan-Growth

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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	₹1117 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

Scheme Name	Tata Quant Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
1 Month	-	-0.23%
6 Month	-	6.55%
1 Year	-	0.32%
3 Year	-	21.79%
5 Year	-	24.42%

Scheme Name	Tata Quant Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
6 Month	-	0.16%
1 Year	-	9.76%
3 Year	-	18.7%
5 Year	-	19.68%

Scheme Name	Tata Quant Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
1 Year	15.61%	11.26%
3 Year	13.32%	13.82%
5 Year	12.95%	10.88%

Scheme Name	Tata Quant Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	14.21%	16.59%
Sharp	0.361%	0.84%
Beta	-	1.11%
Alpha	-	3.18%

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

Scheme Name	Tata Quant Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
Others	6.08	7.28
Large Cap	50.12	44.53
Mid Cap	43.8	8.23
Small Cap	-	39.96

Scheme Name	Tata Quant Fund-Regular Plan-Growth	HSBC Business Cycles Fund - Regular Growth
Others	6.08	7.28
Industrials	4.37	27.47
Financial Services	30.79	26.78
Basic Materials	16.68	10.32
Consumer Cyclical	4.12	20.6
Technology	18.74	0.86
Utilities	6.66	-
Energy	0.8	5.56
Healthcare	7.47	-
Communication Services	4.29	-
Real Estate	-	1.13