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 | 8/40 | 1/40 | ||
Category,Subcateogry | Equity,Equity - Other | Equity,Equity - Other | ||
Fund Age | 11 Years | 6 Years | ||
Fund Size | 1124 Cr | 29718 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹5000 | SIP ₹100 Lumpsum ₹5000 | ||
Expense Ratio | 1.08% | 0.63% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty 500 TR INR | Nifty 500 TR INR |
No of Holdings | 65 | 81 | ||
Top 5 Holdings | ICICI Bank Ltd (5.6%) Reliance Industries Ltd (4.97%) Multi Commodity Exchange of India Ltd (4.87%) HDFC Bank Ltd (4.43%) Trent Ltd (4.27%) | Axis Bank Ltd (6.85%) Infosys Ltd (5.81%) Sun Pharmaceuticals Industries Ltd (5.41%) Reliance Industries Ltd (5%) Larsen & Toubro Ltd (4.42%) | ||
No of Sectors | 7 | 11 | ||
Top 3 Sectors | Financial Services (30.53%) Industrial (27.48%) Consumer Cyclical (22.42%) | Financial Services (31.61%) Health (12.58%) Energy (8.58%) | ||
Equity % | 93.7% | 93.66% | ||
Debt % | - | - | ||
P/E | 24.39 | 21.2 | ||
P/B | 3.92 | 2.94 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -3.71% | -1.4% | ||
3-Month Return | -1.9% | -0.86% | ||
6-Month Return | 20.01% | 11.86% | ||
1-Year Return | -2.74% | 0.9% | ||
3-Year Return | 21.39% | 23.91% | ||
5-Year Return | 24.57% | 29.88% |
Sharpe | - | - | ||
Alpha | 5.42 | 9.01 | ||
Beta | 1.1 | 0.82 | ||
Standard Deviation | 16.8 | 11.66 | ||
Information Ratio | 0.9 | 1.86 |
Description | HSBC Business Cycles Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ICICI Prudential India Opportunities Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Sonal Gupta,Gautam Bhupal | Sankaran Naren,Divya Jain,Sharmila D’mello,Roshan Chutkey |