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) | ₹918 Cr | ₹1161 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 | 0.89% | -3.08% |
| 6 Month | 1.66% | -5.59% |
| 1 Year | -3.22% | -9.33% |
| 3 Year | 12.43% | 18% |
| 5 Year | - | 19.81% |
SIP Return Analysis
| Scheme Name | Axis Quant Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 3.08% | -2.37% |
| 1 Year | 11.79% | 4.79% |
| 3 Year | 9.36% | 14.5% |
| 5 Year | - | 16.99% |
Rolling Lumpsum Returns
| Scheme Name | Axis Quant Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.76% | 10.82% |
| 3 Year | 14.12% | 14.36% |
| 5 Year | - | 11.07% |
Risk Management
| Scheme Name | Axis Quant Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.84% | 16.69% |
| Sharp | 0.46% | 0.77% |
| Beta | 1.03% | 1.12% |
| Alpha | -1.98% | 2.91% |
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 | 2.62 | 7.92 |
| Large Cap | 64.22 | 42.84 |
| Mid Cap | 31.75 | 8.29 |
| Small Cap | 1.41 | 40.94 |
Sector Allocation
| Scheme Name |
Axis Quant Fund - Regular Plan - Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 1.93 | 6.7 |
| Energy | 6.75 | 5.14 |
| Technology | 3.35 | 0.82 |
| Consumer Defensive | 9.55 | - |
| Financial Services | 35.46 | 29.01 |
| Real Estate | 0.69 | 2.56 |
| Consumer Cyclical | 15.63 | 19.15 |
| Basic Materials | 2.25 | 8.56 |
| Healthcare | 6.36 | - |
| Industrials | 10.58 | 28.07 |
| Communication Services | 7.45 | - |
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