Axis Equity Hybrid Fund vs HSBC Aggressive Hybrid Fund compare
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option
HSBC Aggressive Hybrid Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Fund | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1575 Cr | ₹5650 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 09 Aug 2018 | 07 Feb 2011 |
| Category | Aggressive | Aggressive |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | NIFTY 50 Hybrid Composite Debt 65:35 |
| Turn Over | 0.0% | 75% |
| Expense Ratio | 2.16 | 1.85 |
| Manager | R Sivakumar | Gautam Bhupal |
| ISIN Code | INF846K01E90 | INF917K01LB0 |
| Exits Load | Axis Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | HSBC Aggressive Hybrid 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 | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.66% | -1.26% |
| 6 Month | 3% | 4.05% |
| 1 Year | 2.75% | -1.26% |
| 3 Year | 10.93% | 15.01% |
| 5 Year | 10.73% | 13.4% |
SIP Return Analysis
| Scheme Name | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.63% | 0.36% |
| 1 Year | 10.46% | 13.82% |
| 3 Year | 11.08% | 13.05% |
| 5 Year | 9.94% | 12.7% |
Rolling Lumpsum Returns
| Scheme Name | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.37% | 10.96% |
| 3 Year | 11.26% | 13.56% |
| 5 Year | 12.47% | 12.97% |
Risk Management
| Scheme Name | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 9.90% | 12.20% |
| Sharp | 0.43% | 0.70% |
| Beta | 1.12% | 1.22% |
| Alpha | -2.07% | 1.59% |
Fund Managers
| Scheme Name | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Name | R Sivakumar | Gautam Bhupal |
| Total AUM | ₹9709 Cr | ₹25949 Cr |
| Funds Managed | 10 | 13 |
| Axis Aggressive Hybrid Fund - Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
Market Cap
| Scheme Name |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 27.98 | 28.86 |
| Large Cap | 52.78 | 40.97 |
| Mid Cap | 9.94 | 15.12 |
| Small Cap | 9.3 | 15.05 |
Sector Allocation
| Scheme Name |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 23.88 | 26.22 |
| Energy | 6.08 | 0.59 |
| Technology | 8.84 | 6.12 |
| Healthcare | 6.94 | 5.48 |
| Industrials | 9.27 | 19.71 |
| Financial Services | 24.29 | 18.41 |
| Consumer Defensive | 2.36 | 3.86 |
| Basic Materials | 3.42 | 0 |
| Real Estate | 2.01 | 0 |
| Consumer Cyclical | 7.45 | 17.49 |
| Utilities | 2.01 | 0.98 |
| Communication Services | 3.46 | 1.13 |
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