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Axis Equity Saver Fund vs HSBC Equity Savings Fund compare
Axis Equity Savings Fund - Regular Plan - Growth
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
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) | ₹924 Cr | ₹759 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 |
Trailing Lumpsum Returns
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.8% | -0.1% |
| 6 Month | 3.78% | 6.82% |
| 1 Year | 5.42% | 4.7% |
| 3 Year | 9.73% | 13.64% |
| 5 Year | 9.45% | 12.45% |
SIP Return Analysis
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.55% | 2.69% |
| 1 Year | 9.23% | 11.92% |
| 3 Year | 9.67% | 12.51% |
| 5 Year | 9.16% | 12.01% |
Rolling Lumpsum Returns
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.4% | 7.86% |
| 3 Year | 8.81% | 9.72% |
| 5 Year | 9.14% | 8.53% |
Risk Management
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 5.09% | 7.29% |
| Sharp | 0.61% | 0.89% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Axis Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 30.43 | 37.06 |
| Large Cap | 53.63 | 38.44 |
| Small Cap | 8.05 | 6.41 |
| Mid Cap | 7.88 | 18.09 |
Sector Allocation
| Scheme Name |
Axis Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 27.59 | 29.99 |
| Energy | 9.81 | 1.79 |
| Technology | 3.58 | 6.81 |
| Consumer Cyclical | 7.57 | 8.38 |
| Healthcare | 6.51 | 7.5 |
| Industrials | 7.45 | 6.16 |
| Financial Services | 23.77 | 28.18 |
| Consumer Defensive | 2.55 | 3.35 |
| Basic Materials | 5.9 | 0.96 |
| Utilities | 1.06 | 1.34 |
| Real Estate | 1.3 | 0 |
| Communication Services | 2.91 | 5.54 |
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