Axis Bluechip Fund vs HSBC Large Cap Fund compare
HSBC Large Cap Fund - Regular Growth
Axis Large Cap Fund - Regular Plan - Growth
Chart Comparison
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 | 1.48% | 0.68% |
| 6 Month | 6.05% | 4.17% |
| 1 Year | 3.34% | 6.4% |
| 3 Year | 14.27% | 11.85% |
| 5 Year | 15.27% | 12.02% |
SIP Return Analysis
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.33% | 1.85% |
| 1 Year | 10.9% | 10.8% |
| 3 Year | 12.93% | 12.19% |
| 5 Year | 13.18% | 10.82% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.85% | 11.66% |
| 3 Year | 12.73% | 12.8% |
| 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 | 12.17% | 12.82% |
| Sharp | 0.62% | 0.52% |
| Beta | 0.95% | 0.88% |
| Alpha | -0.37% | -1.72% |
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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