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) | ₹57 Cr | ₹1134 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 24 Feb 2014 | 24 Sep 2020 |
| Category | Gold | Gold |
| 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 | 2.78% | 0.91% |
| 6 Month | 32.55% | 19.24% |
| 1 Year | 28.88% | 22.78% |
| 3 Year | 21.22% | 21.67% |
| 5 Year | 11.11% | 15.49% |
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 | 10.3% | 5.65% |
| 1 Year | 48.32% | 29% |
| 3 Year | 24.64% | 23.06% |
| 5 Year | 15.72% | 17.61% |
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 | 9.4% | 17.07% |
| 3 Year | 8.33% | 10.22% |
| 5 Year | 7.78% | 16.11% |
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 | 14.21% | 11.45% |
| Sharp | 1.14% | 1.30% |
| 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 |
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