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) | ₹903 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 | 0.58% | -0.3% |
6 Month | 9.78% | 12.8% |
1 Year | -10.55% | -4.41% |
3 Year | 12.61% | 21.59% |
5 Year | - | 24.22% |
SIP Return Analysis
Scheme Name | Axis Quant Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
6 Month | 0.72% | 0.44% |
1 Year | 4.74% | 10.04% |
3 Year | 8.73% | 18.53% |
5 Year | - | 19.45% |
Rolling Lumpsum Returns
Scheme Name | Axis Quant Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
1 Year | 12.76% | 11.26% |
3 Year | 14.12% | 13.82% |
5 Year | - | 10.88% |
Risk Management
Scheme Name | Axis Quant Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Standard Deviation | 13.84% | 16.59% |
Sharp | 0.43% | 0.84% |
Beta | 1.02% | 1.11% |
Alpha | -3.00% | 3.18% |
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 | 4.06 | 6.34 |
Large Cap | 62.62 | 45.23 |
Mid Cap | 31.97 | 8.28 |
Small Cap | 1.35 | 40.15 |
Sector Allocation
Scheme Name |
Axis Quant Fund - Regular Plan - Growth |
HSBC Business Cycles Fund - Regular Growth |
---|---|---|
Others | 3.42 | 6.34 |
Energy | 5.49 | 5.58 |
Financial Services | 32.25 | 26.7 |
Real Estate | 0.63 | 0.72 |
Basic Materials | 5.11 | 10.78 |
Technology | 6.89 | 0.94 |
Consumer Cyclical | 7.74 | 22.43 |
Communication Services | 9.29 | - |
Healthcare | 7.37 | - |
Consumer Defensive | 6.32 | - |
Industrials | 15.49 | 26.52 |
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