Axis Quant Fund vs HSBC Business Cycles Fund compare
Axis Quant Fund - Regular Plan - Growth
HSBC Business Cycles Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Axis Quant Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Fund | Axis 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) | ₹907 Cr | ₹1092 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 01 Jul 2021 | 20 Aug 2014 |
Category | Other Themes | Other Themes |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE 200 | NIFTY 500 TRI |
Turn Over | 126% | 28% |
Expense Ratio | 2.2 | 2.28 |
Manager | Vinayak Jayanath | Venugopal Manghat |
ISIN Code | INF846K011A2 | INF917K01RF8 |
Exits Load | Axis Quant Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 | Axis Quant Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Month | 1.31% | 1.12% |
6 Month | 11.66% | 18.92% |
1 Year | -11.52% | -2.56% |
3 Year | 11.49% | 19.18% |
5 Year | - | 24.86% |
SIP Return Analysis
Scheme Name | Axis Quant Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 1.45% | 2.43% |
1 Year | 1.27% | 9.22% |
3 Year | 8.86% | 19.75% |
5 Year | - | 20.23% |
Rolling Lumpsum Returns
Scheme Name | Axis Quant Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 13.63% | 11.61% |
3 Year | 14.54% | 13.53% |
5 Year | - | 10.79% |
Risk Management
Scheme Name | Axis Quant Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.88% | 16.79% |
Sharp | 0.38% | 0.75% |
Beta | 0.99% | 1.11% |
Alpha | -1.85% | 3.61% |
Fund Managers
Scheme Name | Axis Quant Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Name | Vinayak Jayanath | Venugopal Manghat |
Total AUM | ₹0 Cr | ₹41442 Cr |
Funds Managed | 18 | 7 |
Axis Quant Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
Market Cap
Scheme Name |
Axis Quant Fund - Regular Plan - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 1.58 | 6.3 |
Large Cap | 58.68 | 44.3 |
Mid Cap | 38.32 | 9.36 |
Small Cap | 1.42 | 40.04 |
Sector Allocation
Scheme Name |
Axis Quant Fund - Regular Plan - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 0.96 | 6.3 |
Energy | 2.98 | 5.58 |
Financial Services | 31.82 | 28.61 |
Healthcare | 8.98 | - |
Real Estate | 0.62 | 0.76 |
Basic Materials | 10.16 | 10.87 |
Technology | 6.58 | 1.13 |
Consumer Cyclical | 7.53 | 21 |
Communication Services | 9.08 | - |
Consumer Defensive | 8.57 | - |
Industrials | 12.73 | 25.75 |
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