Pros | ![]() Beats FD returns for both 3Y & 5Y duration. | ![]() 5Y returns in the top 25% of the category. ![]() 3Y returns in the top 25% of the category. ![]() Larger AUM within category. | ||
Cons | - | - |
INDMoney rank | 14/34 | - | ||
Category,Subcateogry | Equity,Equity - Other | Equity,Equity - Other | ||
Fund Age | 10 Years | 12 Years | ||
Fund Size | 967 Cr | 6047 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹5000 | SIP ₹500 Lumpsum ₹5000 | ||
Expense Ratio | 1.12% | 0.57% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty 500 TR INR | Nifty 500 TR INR |
No of Holdings | 62 | 61 | ||
Top 5 Holdings | ICICI Bank Ltd (5.92%) Reliance Industries Ltd (5.29%) Trent Ltd (5.27%) Multi Commodity Exchange of India Ltd (5.18%) HDFC Bank Ltd (4.66%) | HDFC Bank Ltd (6.18%) Reliance Industries Ltd (4.19%) Bharti Airtel Ltd (3.85%) Hindustan Unilever Ltd (3%) Mphasis Ltd (2.94%) | ||
No of Sectors | 7 | 11 | ||
Top 3 Sectors | Financial Services (33.85%) Industrial (29.54%) Consumer Cyclical (15.81%) | Consumer Cyclical (20.47%) Financial Services (16.24%) Health (13.17%) | ||
Equity % | 97.25% | 89.51% | ||
Debt % | - | - | ||
P/E | 22.5 | 29.84 | ||
P/B | 3.49 | 4.16 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 5.83% | 6.8% | ||
3-Month Return | 0.98% | -0.71% | ||
6-Month Return | -6.99% | -4.54% | ||
1-Year Return | 8.31% | 10.48% | ||
3-Year Return | 23.79% | 33.29% | ||
5-Year Return | 29.5% | 33.91% |
Sharpe | 0.85 | 1.34 | ||
Alpha | 5.32 | 13.23 | ||
Beta | 1.1 | 1 | ||
Standard Deviation | 17.9 | 16.68 | ||
Information Ratio | 0.86 | 2.06 |
Description | HSBC Business Cycles Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | Franklin India Opportunities Fund - Direct - Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Sonal Gupta,Venugopal Manghat | R. Janakiraman |