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 | 2.81% | 2.54% |
| 6 Month | 6.4% | 4.79% |
| 1 Year | 3.03% | 6.76% |
| 3 Year | 14.14% | 11.47% |
| 5 Year | 16.57% | 13.5% |
SIP Return Analysis
| Scheme Name | HSBC Large Cap Fund - Regular Growth | Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.74% | 3.07% |
| 1 Year | 11.46% | 11.17% |
| 3 Year | 13.08% | 12.17% |
| 5 Year | 13.16% | 10.67% |
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% | 12.82% |
| Sharp | 0.62% | 0.5% |
| Beta | 0.95% | 0.88% |
| Alpha | -0.37% | -1.95% |
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 | 0.8 |
| Large Cap | 85.25 | 97.18 |
| Small Cap | 2.56 | - |
| Mid Cap | 6.7 | 2.03 |
Sector Allocation
| Scheme Name |
HSBC Large Cap Fund - Regular Growth |
Axis Large Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 2.32 | 4.21 |
| Energy | 5.94 | - |
| Industrials | 11.92 | - |
| Technology | 9.84 | - |
| Consumer Cyclical | 16.81 | - |
| Financial Services | 33.53 | - |
| Healthcare | 7.07 | - |
| Consumer Defensive | 4.31 | - |
| Communication Services | 3.61 | - |
| Basic Materials | 2.42 | - |
| Utilities | 2.24 | - |
| Petroleum Products | - | 6.15 |
| IT - Software | - | 6.77 |
| Construction | - | 4.07 |
| Diversified FMCG | - | 1.01 |
| Banks | - | 22.82 |
| Pharmaceuticals & Biotechnology | - | 4.32 |
| Leisure Services | - | 1.9 |
| Automobiles | - | 7.9 |
| Electrical Equipment | - | 1.69 |
| Finance | - | 6.88 |
| Capital Markets | - | 0.54 |
| Agricultural Food & other Products | - | 0.86 |
| Retailing | - | 7.32 |
| Beverages | - | 0.24 |
| Power | - | 1.37 |
| Aerospace & Defense | - | 1.99 |
| Consumer Durables | - | 1.82 |
| Industrial Products | - | 0.97 |
| Chemicals & Petrochemicals | - | 2.18 |
| Telecom - Services | - | 5.23 |
| Healthcare Services | - | 2.22 |
| Cement & Cement Products | - | 3.02 |
| Transport Services | - | 3.02 |
| Auto Components | - | 0.42 |
| Insurance | - | 1.09 |
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