HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
Axis Global Innovation Fund of Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth | Axis Global Innovation Fund of Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth | Axis Global Innovation Fund of Fund - Regular Plan - Growth |
| Investment Plan | Dividend | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹75 Cr | ₹630 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹1000 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 24 Feb 2014 | 28 May 2021 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE India Bond Index | MSCI All Country World TRI |
| Turn Over | 28% | 52% |
| Expense Ratio | 2.03 | 1.62 |
| Manager | Sonal Gupta | Vinayak Jayanath |
| ISIN Code | INF336L01HC7 | INF846K01Z53 |
| 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 Innovation 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 Innovation Fund of Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 5.44% | 4.95% |
| 6 Month | 21.26% | 14.81% |
| 1 Year | 35.81% | 19.2% |
| 3 Year | 18.79% | 23.12% |
| 5 Year | 10.38% | - |
SIP Return Analysis
| Scheme Name | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth | Axis Global Innovation Fund of Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 7.03% | 2.43% |
| 1 Year | 41.57% | 22.89% |
| 3 Year | 24.38% | 20.61% |
| 5 Year | 16% | - |
Rolling Lumpsum Returns
| Scheme Name | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth | Axis Global Innovation Fund of Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 9.58% | 17.58% |
| 3 Year | 8.41% | 8.4% |
| 5 Year | 7.81% | - |
Risk Management
| Scheme Name | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth | Axis Global Innovation Fund of Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.70% | 14.71% |
| Sharp | 0.94% | 1.01% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth | Axis Global Innovation Fund of Fund - Regular Plan - Growth |
|---|---|---|
| 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 Innovation Fund of Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth |
Axis Global Innovation Fund of Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth |
Axis Global Innovation Fund of Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Franklin India Mid Cap Fund - Growth
3Y Returns23.76%
Kotak Midcap Fund - Growth
3Y Returns22.54%
Kotak Money Market Fund - (Growth)
3Y Returns7.47%
Kotak Money Market Fund - (Growth)
3Y Returns7.47%
Tata Short Term Bond Fund -Regular Plan- Growth Option
3Y Returns6.95%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns7.06%
Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option
3Y Returns10.17%
Axis Global Innovation Fund of Fund - Regular Plan - Growth
3Y Returns23.12%