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 | ₹1137 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 | -3.64% | -7.35% |
| 6 Month | -1.27% | -11.57% |
| 1 Year | 2.09% | -0.93% |
| 3 Year | 12.85% | 17.6% |
| 5 Year | - | 17.4% |
SIP Return Analysis
| Scheme Name | Axis Quant Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 6 Month | -1.32% | -8.44% |
| 1 Year | 1.85% | -12.09% |
| 3 Year | 5.92% | 7.81% |
| 5 Year | - | 13.45% |
Rolling Lumpsum Returns
| Scheme Name | Axis Quant Fund - Regular Plan - Growth | HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| 1 Year | 4.44% | 10.53% |
| 3 Year | 13.41% | 14.58% |
| 5 Year | - | 11.2% |
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 | 2.46 | 16.31 |
| Large Cap | 66.67 | 41.88 |
| Mid Cap | 29.75 | 8.34 |
| Small Cap | 1.11 | 33.47 |
Sector Allocation
| Scheme Name |
Axis Quant Fund - Regular Plan - Growth |
HSBC Business Cycles Fund - Regular Growth |
|---|---|---|
| Others | 1.18 | 2.71 |
| Energy | 11.18 | 5.55 |
| Technology | 3.59 | 1.69 |
| Financial Services | 36.66 | 33.15 |
| Basic Materials | 2.74 | 8.81 |
| Real Estate | 0.71 | 2.34 |
| Consumer Cyclical | 17.92 | 17.74 |
| Healthcare | 6.02 | 0.55 |
| Consumer Defensive | 6.31 | - |
| Industrials | 6.7 | 27.45 |
| Communication Services | 6.99 | - |
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