Axis Bluechip Fund vs HSBC Large Cap Fund compare

Axis Bluechip Fund vs HSBC Large Cap Fund compare

Link copied to clipboard!

HSBC Large Cap Fund - Regular Growth

Invest Now

Axis Large Cap Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	₹33360 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	1.12%	1.13%
6 Month	8.51%	8.83%
1 Year	-0.63%	2.51%
3 Year	14.04%	10.98%
5 Year	17.42%	14.47%

SIP Return Analysis

Scheme Name	HSBC Large Cap Fund - Regular Growth	Axis Large Cap Fund - Regular Plan - Growth
6 Month	3.58%	2.59%
1 Year	2.95%	4.77%
3 Year	12.71%	11.51%
5 Year	13.19%	10.58%

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	12.62%	12.82%
Sharp	0.64%	0.53%
Beta	0.96%	0.87%
Alpha	-0.36%	-1.8%

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	7.38	11.57
Large Cap	84.16	82.6
Small Cap	2.03	-
Mid Cap	6.43	5.83

Sector Allocation

Scheme Name	HSBC Large Cap Fund - Regular Growth	Axis Large Cap Fund - Regular Plan - Growth
Others	2.84	4.86
Energy	4.77	6.2
Industrials	9.05	9.54
Technology	10.28	8.01
Consumer Cyclical	15.77	14.68
Basic Materials	3.79	5.06
Financial Services	34.85	31.43
Healthcare	6.72	7
Consumer Defensive	4.56	4.51
Utilities	3.63	2.04
Communication Services	3.73	6.43
Real Estate	-	0.25

Top Comparisons

SBI Gold Fund Regular Plan - Growth

3Y Returns22.74%

VS

Axis Gold Fund - Regular Plan - Growth Option

3Y Returns22.49%

Compare Now

Kotak Healthcare Fund - Regular (G)

3Y Returns0%

VS

Nippon India Pharma Fund-Growth Plan-Growth Option

3Y Returns23.26%

Compare Now

Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth

3Y Returns6.66%

VS

Canara Robeco Dynamic Bond Fund - Regular Plan - Growth Option

3Y Returns5.75%

Compare Now

BANDHAN Government Securities Fund - Constant Maturity Plan - Regular Plan - Growth

3Y Returns8.06%

VS

DSP 10Y G-Sec Fund - Regular Plan - Growth

3Y Returns7.81%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully