Axis Bluechip Fund vs HSBC Large Cap Fund compare

Axis Bluechip Fund vs HSBC Large Cap Fund compare

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HSBC Large Cap Fund - Regular Growth

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Axis Large Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HSBC Large Cap Fund - Regular Growth	Axis Large Cap Fund - Regular Plan - Growth
Fund	HSBC Large Cap Fund - Regular Growth	Axis Large Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹1893 Cr	₹33827 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	10 Dec 2002	05 Jan 2010
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	BSE 100
Turn Over	63%	26%
Expense Ratio	2.13	1.57
Manager	Gautam Bhupal	Shreyash Devalkar
ISIN Code	INF336L01016	INF846K01164
Exits Load	HSBC Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Axis Bluechip 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	HSBC Large Cap Fund - Regular Growth	Axis Large Cap Fund - Regular Plan - Growth
1 Month	0.8%	-0.57%
6 Month	3.59%	1.41%
1 Year	-1.78%	1.59%
3 Year	13.56%	11.18%
5 Year	14.07%	10.82%

SIP Return Analysis

Scheme Name	HSBC Large Cap Fund - Regular Growth	Axis Large Cap Fund - Regular Plan - Growth
6 Month	3.83%	2.67%
1 Year	14.6%	12.08%
3 Year	13.1%	11.8%
5 Year	13.16%	10.5%

Rolling Lumpsum Returns

Scheme Name	HSBC Large Cap Fund - Regular Growth	Axis Large Cap Fund - Regular Plan - Growth
1 Year	14.79%	11.59%
3 Year	12.73%	12.77%
5 Year	12.59%	13.89%

Risk Management

Scheme Name	HSBC Large Cap Fund - Regular Growth	Axis Large Cap Fund - Regular Plan - Growth
Standard Deviation	12.13%	12.82%
Sharp	0.59%	0.52%
Beta	0.96%	0.89%
Alpha	-0.11%	-1.18%

Fund Managers

Scheme Name	HSBC Large Cap Fund - Regular Growth	Axis Large Cap Fund - Regular Plan - Growth
Name	Gautam Bhupal	Shreyash Devalkar
Total AUM	₹25949 Cr	₹166770 Cr
Funds Managed	13	14
	HSBC Large Cap Fund - Regular Growth	Axis Large Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name	HSBC Large Cap Fund - Regular Growth	Axis Large Cap Fund - Regular Plan - Growth
Others	5.02	10.28
Large Cap	85.35	84.16
Small Cap	2.46	-
Mid Cap	7.17	5.56

Sector Allocation

Scheme Name	HSBC Large Cap Fund - Regular Growth	Axis Large Cap Fund - Regular Plan - Growth
Others	1.07	3.23
Energy	6.28	6.76
Industrials	11.1	11.65
Technology	9.59	7.49
Consumer Cyclical	15.83	16.32
Consumer Defensive	7.17	3.25
Financial Services	34.54	31.25
Healthcare	6.94	6.78
Communication Services	3.8	6.59
Basic Materials	1.89	4.97
Utilities	1.78	1.7

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