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) | ₹1849 Cr | ₹32954 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 | 2.35% | 2.95% |
6 Month | 13.94% | 12.69% |
1 Year | -3.04% | -0.69% |
3 Year | 14.72% | 11.98% |
5 Year | 17.6% | 14.62% |
SIP Return Analysis
Scheme Name | HSBC Large Cap Fund - Regular Growth | Axis Large Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 3.43% | 3.35% |
1 Year | 7.4% | 10.12% |
3 Year | 13.15% | 12.47% |
5 Year | 13.23% | 10.96% |
Rolling Lumpsum Returns
Scheme Name | HSBC Large Cap Fund - Regular Growth | Axis Large Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.34% | 12.29% |
3 Year | 12.6% | 13% |
5 Year | 12.44% | 13.8% |
Risk Management
Scheme Name | HSBC Large Cap Fund - Regular Growth | Axis Large Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.61% | 12.82% |
Sharp | 0.53% | 0.41% |
Beta | 0.96% | 0.87% |
Alpha | - | -1.61% |
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 | 9.57 | 10.17 |
Large Cap | 81.39 | 83.09 |
Small Cap | 2.3 | - |
Mid Cap | 6.75 | 6.74 |
Sector Allocation
Scheme Name |
HSBC Large Cap Fund - Regular Growth |
Axis Large Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 6.15 | 3.82 |
Energy | 4.89 | 6.12 |
Industrials | 9.43 | 9.58 |
Technology | 9.06 | 8.42 |
Consumer Cyclical | 14.99 | 16.48 |
Basic Materials | 2.32 | 5.39 |
Financial Services | 34.48 | 30.81 |
Healthcare | 7.17 | 7.35 |
Consumer Defensive | 4.98 | 3.78 |
Utilities | 2.89 | 1.98 |
Communication Services | 3.62 | 6.28 |
Real Estate | - | 0 |
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