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 | -1.04% | -1.59% |
| 6 Month | 1.31% | 1.92% |
| 1 Year | 5.66% | 1.34% |
| 3 Year | 11.57% | 15.93% |
| 5 Year | 10.35% | 13.15% |
SIP Return Analysis
| Scheme Name | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.64% | 0.58% |
| 1 Year | 9.1% | 12.4% |
| 3 Year | 10.76% | 12.53% |
| 5 Year | 9.92% | 12.65% |
Rolling Lumpsum Returns
| Scheme Name | Axis Aggressive Hybrid Fund - Regular Plan - Growth Option | HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.29% | 10.91% |
| 3 Year | 11.23% | 13.59% |
| 5 Year | 12.45% | 12.98% |
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 | 28.63 | 29.89 |
| Large Cap | 54.34 | 39.77 |
| Mid Cap | 8.22 | 14.26 |
| Small Cap | 8.81 | 16.08 |
Sector Allocation
| Scheme Name |
Axis Aggressive Hybrid Fund - Regular Plan - Growth Option |
HSBC Aggressive Hybrid Fund - Regular Growth |
|---|---|---|
| Others | 23.89 | 25.89 |
| Energy | 6.36 | 0.62 |
| Technology | 8.95 | 6.07 |
| Healthcare | 6.93 | 6.73 |
| Industrials | 8.95 | 16.6 |
| Financial Services | 24.48 | 20.3 |
| Consumer Defensive | 2.59 | 3.87 |
| Basic Materials | 2.71 | - |
| Real Estate | 1.91 | - |
| Consumer Cyclical | 7.91 | 17.82 |
| Utilities | 2.01 | 0.93 |
| Communication Services | 3.3 | 1.16 |
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