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) | ₹1919 Cr | ₹34072 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 | 1.01% | -0.29% |
| 6 Month | 3.19% | 0.03% |
| 1 Year | 6.11% | 6.62% |
| 3 Year | 15.22% | 12.59% |
| 5 Year | 12.84% | 9.38% |
SIP Return Analysis
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.17% | 0.76% |
| 1 Year | 13.37% | 6.94% |
| 3 Year | 12.13% | 9.83% |
| 5 Year | 12.64% | 9.44% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 14.66% | 11.46% |
| 3 Year | 12.76% | 12.74% |
| 5 Year | 12.63% | 13.84% |
Risk Management
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.72% | 12.82% |
| Sharp | 0.78% | 0.59% |
| Beta | 0.93% | 0.89% |
| Alpha | 0.92% | -1.38% |
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 | 7.43 | 11.3 |
| Large Cap | 84.11 | 84.3 |
| Small Cap | 2.22 | - |
| Mid Cap | 6.24 | 4.4 |
Sector Allocation
| Scheme Name |
HSBC Large Cap Fund - Regular Growth |
Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.44 | 3.82 |
| Energy | 6.53 | 7.18 |
| Industrials | 10.36 | 12.02 |
| Technology | 9.98 | 8.29 |
| Consumer Cyclical | 15.41 | 14.61 |
| Consumer Defensive | 7.11 | 3.26 |
| Financial Services | 33.97 | 32.5 |
| Healthcare | 6.44 | 5.97 |
| Communication Services | 3.83 | 6.59 |
| Basic Materials | 1.81 | 4.61 |
| Utilities | 1.11 | 1.14 |
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