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) | ₹1832 Cr | ₹32956 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 | 3% | 2.78% |
| 6 Month | 6.34% | 4.91% |
| 1 Year | 2.25% | 6.23% |
| 3 Year | 14.21% | 11.54% |
| 5 Year | 17.26% | 14.08% |
SIP Return Analysis
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.28% | -0.07% |
| 1 Year | 4.52% | 4.87% |
| 3 Year | 10.8% | 10.1% |
| 5 Year | 11.84% | 9.48% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.07% | 11.98% |
| 3 Year | 12.65% | 12.91% |
| 5 Year | 12.52% | 13.88% |
Risk Management
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.17% | 11.46% |
| Sharp | 0.62% | 0.44% |
| Beta | 0.95% | 0.90% |
| Alpha | -0.37% | -2.40% |
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 | 5.5 | 11.23 |
| Large Cap | 85.25 | 82.93 |
| Small Cap | 2.56 | - |
| Mid Cap | 6.7 | 5.84 |
Sector Allocation
| Scheme Name |
HSBC Large Cap Fund - Regular Growth |
Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.32 | 4.22 |
| Energy | 5.94 | 6.15 |
| Industrials | 11.92 | 11.02 |
| Technology | 9.84 | 7.3 |
| Consumer Cyclical | 16.81 | 16.08 |
| Financial Services | 33.53 | 31.33 |
| Healthcare | 7.07 | 6.54 |
| Consumer Defensive | 4.31 | 3.95 |
| Communication Services | 3.61 | 6.13 |
| Basic Materials | 2.42 | 5.2 |
| Utilities | 2.24 | 2.08 |
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