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) | ₹969 Cr | ₹1078 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 | 3.29% | 4.02% |
6 Month | -1.48% | 1.35% |
1 Year | -3.96% | 5.37% |
3 Year | 18.84% | 28.82% |
5 Year | - | 27.78% |
SIP Return Analysis
Scheme Name | Axis Quant Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 9.86% | 15.6% |
1 Year | 4.92% | 18.24% |
3 Year | 13.93% | 26.21% |
5 Year | - | 24.4% |
Rolling Lumpsum Returns
Scheme Name | Axis Quant Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 14.97% | 11.98% |
3 Year | 13.99% | 13.2% |
5 Year | - | 10.61% |
Risk Management
Scheme Name | Axis Quant Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 14.80% | 17.87% |
Sharp | 0.59% | 0.98% |
Beta | 0.98% | 1.11% |
Alpha | -1.76% | 4.57% |
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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 | 3.62 | 3.24 |
Large Cap | 64.36 | 45.72 |
Mid Cap | 28.72 | 9.42 |
Small Cap | 3.3 | 41.61 |
Sector Allocation
Scheme Name |
Axis Quant Fund - Regular Plan - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 1.76 | 3.24 |
Energy | 2.99 | 6 |
Technology | 10.77 | 1.15 |
Industrials | 9.42 | 27.8 |
Financial Services | 31.4 | 31.05 |
Healthcare | 11.46 | - |
Basic Materials | 12.9 | 10.99 |
Real Estate | 0.58 | 0.87 |
Consumer Cyclical | 6.94 | 18.9 |
Consumer Defensive | 3.74 | - |
Communication Services | 8.04 | - |
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