Axis Quant Fund vs HSBC Business Cycles Fund compare

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)	₹1092 Cr	₹995 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	2.14	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

Scheme Name	Axis Quant Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
1 Month	-6.7%	-10.5%
6 Month	-10.13%	-6.53%
1 Year	2.22%	17.18%
3 Year	11.4%	18.86%
5 Year	-	19.34%

Scheme Name	Axis Quant Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
6 Month	-	-
1 Year	0.17%	17.26%
3 Year	17.31%	29.63%
5 Year	-	27.58%

Scheme Name	Axis Quant Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
1 Year	16.88%	11.86%
3 Year	17.26%	11.87%
5 Year	-	9.57%

Scheme Name	Axis Quant Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
Standard Deviation	13.17%	13.82%
Sharp	0.92%	1.28%
Beta	0.87%	0.96%
Alpha	1.26%	5.23%

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
Fund Manage	18	7
	Axis Quant Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth

Scheme Name	Axis Quant Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
Others	3.02	3.65
Large Cap	65.9	38.95
Mid Cap	21.53	11.82
Small Cap	9.55	45.58

Scheme Name	Axis Quant Fund - Regular Plan - Growth	HSBC Business Cycles Fund - Regular Growth
Others	2.49	3.65
Energy	11.77	-
Healthcare	10.16	-
Construction	7.41	13.2
Financial	23.09	-
Consumer Staples	6.8	-
Capital Goods	6.49	-
Services	4.97	-
Automobile	12.59	-
Materials	5.8	-
Chemicals	1.8	-
Communication	1.27	-
Technology	3.81	-
Insurance	1.55	-
Petroleum Products	-	3.41
Finance	-	5.34
Capital Markets	-	9.22
Banks	-	10.83
Non - Ferrous Metals	-	0.84
Electrical Equipment	-	5.26
Paper, Forest & Jute Products	-	2.12
Aerospace & Defense	-	4.02
Chemicals & Petrochemicals	-	2.67
Industrial Products	-	6.38
Auto Components	-	1.89
Gas	-	2.29
Consumer Durables	-	5.85
Ferrous Metals	-	0.82
Leisure Services	-	1.06
Industrial Manufacturing	-	1.92
Cement & Cement Products	-	2.84
Financial Technology (Fintech)	-	3.04
Textiles & Apparels	-	2.92
Automobiles	-	1.14
Fertilizers & Agrochemicals	-	1.51
Realty	-	1.2
Retailing	-	6.58