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) | ₹1538 Cr | ₹5546 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 | 1.65% | 1.17% |
| 6 Month | 5.13% | 12.5% |
| 1 Year | 4.55% | 6.77% |
| 3 Year | 11.51% | 16.33% |
| 5 Year | 13.21% | 15.84% |
SIP Return Analysis
| Scheme Name | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.31% | 4.12% |
| 1 Year | 10.91% | 17.53% |
| 3 Year | 12.2% | 15.9% |
| 5 Year | 10.71% | 14.41% |
Rolling Lumpsum Returns
| Scheme Name | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.34% | 11.14% |
| 3 Year | 11.28% | 13.41% |
| 5 Year | 12.46% | 12.82% |
Risk Management
| Scheme Name | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 9.81% | 12.18% |
| Sharp | 0.41% | 0.73% |
| Beta | 1.09% | 1.21% |
| Alpha | -2.68% | 1.47% |
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 | 28.22 | 27.83 |
| Large Cap | 51.82 | 41.53 |
| Mid Cap | 10.8 | 16.73 |
| Small Cap | 9.16 | 13.91 |
Sector Allocation
| Scheme Name |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 24.28 | 25.86 |
| Energy | 5.73 | 0.55 |
| Technology | 8.79 | 5.84 |
| Healthcare | 6.84 | 4.49 |
| Industrials | 8.83 | 21.26 |
| Financial Services | 24.68 | 17 |
| Consumer Defensive | 2.34 | 3.91 |
| Basic Materials | 3.31 | 0.2 |
| Real Estate | 1.97 | 0.09 |
| Consumer Cyclical | 7.95 | 18.73 |
| Utilities | 2.04 | 1.01 |
| Communication Services | 3.25 | 1.06 |
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