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) | ₹914 Cr | ₹1152 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 | -0.74% | -1.77% |
| 6 Month | 1.4% | -6.21% |
| 1 Year | 1.91% | 0.8% |
| 3 Year | 14.14% | 19.42% |
| 5 Year | - | 18.37% |
SIP Return Analysis
| Scheme Name | Axis Quant Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.24% | -2.76% |
| 1 Year | 9.68% | 0.8% |
| 3 Year | 7.9% | 11.87% |
| 5 Year | - | 15.49% |
Rolling Lumpsum Returns
| Scheme Name | Axis Quant Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 4.75% | 10.62% |
| 3 Year | 13.35% | 14.53% |
| 5 Year | - | 11.18% |
Risk Management
| Scheme Name | Axis Quant Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.17% | 13.82% |
| Sharp | 0.65% | 0.86% |
| Beta | 1.02% | 1.14% |
| Alpha | -1.82% | 1.91% |
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 | 3.75 | 8.46 |
| Large Cap | 68.62 | 43.04 |
| Mid Cap | 26.61 | 7.97 |
| Small Cap | 1.03 | 40.53 |
Sector Allocation
| Scheme Name |
Axis Quant Fund - Regular Plan - Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 2.47 | 5.85 |
| Energy | 9.07 | 5.47 |
| Technology | 3.51 | 1.76 |
| Consumer Defensive | 5.42 | - |
| Financial Services | 36.94 | 30.03 |
| Real Estate | 0.68 | 2.44 |
| Consumer Cyclical | 17.47 | 18.14 |
| Basic Materials | 2.08 | 8.2 |
| Healthcare | 5.41 | 0.49 |
| Industrials | 9.77 | 27.63 |
| Communication Services | 7.18 | - |
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