Axis Equity Saver Fund vs HSBC Equity Savings Fund compare

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Axis Equity Savings Fund - Regular Plan - Growth

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HSBC Equity Savings Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name	Axis Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
Fund	Axis Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Moderately High	Moderately High
Asset Size (Cr)	₹968 Cr	₹646 Cr
Min Investment	₹500	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	14 Aug 2015	18 Oct 2011
Category	Equity Savings	Equity Savings
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Equity Savings TRI	NIFTY Equity Savings TRI
Turn Over	34.8%	75%
Expense Ratio	2.26	1.51
Manager	Hardik Shah	Mahesh A Chhabria
ISIN Code	INF846K01VO3	INF917K01AA5
Exits Load	Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365	HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Axis Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
1 Month	0.55%	1.1%
6 Month	0.37%	-4.72%
1 Year	6.31%	3.73%
3 Year	11.39%	13.17%
5 Year	11.72%	14.63%

Scheme Name	Axis Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
6 Month	2.86%	3.05%
1 Year	4.81%	1.76%
3 Year	10.02%	12.03%
5 Year	9.43%	11.73%

Scheme Name	Axis Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
1 Year	8.73%	8.13%
3 Year	8.7%	9.47%
5 Year	8.98%	8.41%

Scheme Name	Axis Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
Standard Deviation	5.953%	7.536%
Sharp	0.249%	0.463%
Beta	-	-
Alpha	-	-

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Scheme Name	Axis Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
Name	Hardik Shah	Mahesh A Chhabria
Total AUM	₹0 Cr	₹15021 Cr
Funds Managed	12	9
	Axis Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth

Scheme Name	Axis Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
Others	31.59	30.31
Large Cap	54.98	30.87
Small Cap	6.67	10.93
Mid Cap	6.77	27.88

Scheme Name	Axis Equity Savings Fund - Regular Plan - Growth	HSBC Equity Savings Fund - Regular Growth
Others	30.3	30.31
Energy	9.33	2.24
Industrials	6.57	11.69
Technology	6.7	6.08
Consumer Cyclical	5.6	9.62
Basic Materials	6.07	1.25
Healthcare	5.21	1.82
Financial Services	21.62	35.89
Consumer Defensive	3.73	0.02
Utilities	1.53	1.03
Real Estate	0.76	0.04
Communication Services	2.59	-