HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
Investment Plan | Dividend | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹20 Cr | ₹1045 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹1000 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 24 Feb 2014 | 24 Sep 2020 |
Category | International | International |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE India Bond Index | BSE India Bond Index |
Turn Over | 28% | 66% |
Expense Ratio | 2.03 | 1.63 |
Manager | Sonal Gupta | Vinayak Jayanath |
ISIN Code | INF336L01HC7 | INF846K01X30 |
Exits Load | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 5.64% | 3.71% |
6 Month | 27.44% | 20.22% |
1 Year | 30.64% | 28.27% |
3 Year | 18.44% | 21.11% |
5 Year | 11.5% | - |
SIP Return Analysis
Scheme Name | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 16.4% | 12.47% |
1 Year | 45.17% | 33.74% |
3 Year | 23.5% | 24.33% |
5 Year | 14.56% | - |
Rolling Lumpsum Returns
Scheme Name | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 8.95% | 16.28% |
3 Year | 8.14% | 9.84% |
5 Year | 7.66% | - |
Risk Management
Scheme Name | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.55% | 13.14% |
Sharp | 0.57% | 0.98% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
---|---|---|
Name | Sonal Gupta | Vinayak Jayanath |
Total AUM | ₹48923 Cr | ₹0 Cr |
Funds Managed | 15 | 18 |
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth |
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth |
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
---|---|---|
Others | 100 | 100 |
Top Comparisons
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option
3Y Returns20.2%
LIC Nifty Next 50 Index Fund Growth
3Y Returns14.44%
360 ONE Dynamic Bond Fund Regular-Growth
3Y Returns7.95%
HSBC Dynamic Bond Fund - Regular Growth
3Y Returns6.93%
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option
3Y Returns0%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns21.49%
Franklin India Opportunities Fund - Growth
3Y Returns27.91%
Nippon India Quant Fund -Growth Plan - Growth Option
3Y Returns19.41%