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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 | ₹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 | - | -1.86% |
| 6 Month | - | -3.39% |
| 1 Year | - | -7.58% |
| 3 Year | - | 18.77% |
| 5 Year | - | 20.31% |
SIP Return Analysis
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | - | -2.75% |
| 1 Year | - | 5.13% |
| 3 Year | - | 14.36% |
| 5 Year | - | 16.86% |
Rolling Lumpsum Returns
| Scheme Name | Tata Quant Fund-Regular Plan-Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 18.29% | 10.82% |
| 3 Year | 13.54% | 14.36% |
| 5 Year | 7.96% | 11.07% |
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 | 7.92 |
| Large Cap | 50.12 | 42.84 |
| Mid Cap | 43.8 | 8.29 |
| Small Cap | - | 40.94 |
Sector Allocation
| Scheme Name |
Tata Quant Fund-Regular Plan-Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 6.08 | 6.7 |
| Industrials | 4.37 | 28.07 |
| Financial Services | 30.79 | 29.01 |
| Basic Materials | 16.68 | 8.56 |
| Consumer Cyclical | 4.12 | 19.15 |
| Technology | 18.74 | 0.82 |
| Utilities | 6.66 | - |
| Energy | 0.8 | 5.14 |
| Healthcare | 7.47 | - |
| Communication Services | 4.29 | - |
| Real Estate | - | 2.56 |
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