Axis Flexi Cap Fund vs HSBC Flexi Cap Fund compare

Overview

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Fund	HSBC Flexi Cap Fund - Regular Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4943 Cr	₹12666 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	24 Feb 2004	24 Nov 2017
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	27%	30%
Expense Ratio	1.93	1.72
Manager	Venugopal Manghat	Shreyash Devalkar
ISIN Code	INF336L01AF5	INF846K01B51
Exits Load	HSBC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Axis Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Axis Flexi Cap Fund - Regular Plan - Growth
1 Month	4.93%	4.62%
6 Month	18.32%	14.74%
1 Year	38.73%	30.35%
3 Year	19.66%	11.64%
5 Year	21.39%	16.38%

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Axis Flexi Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	32.06%	26.9%
3 Year	29.59%	21.58%
5 Year	25.6%	18.67%

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Axis Flexi Cap Fund - Regular Plan - Growth
1 Year	15.55%	11.73%
3 Year	12.7%	14.47%
5 Year	13.61%	13.76%

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	11.4%	13.16%
Sharp	1.08%	0.59%
Beta	0.95%	0.94%
Alpha	1.39%	-4.77%

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Name	Venugopal Manghat	Shreyash Devalkar
Total AUM	₹41442 Cr	₹166770 Cr
Fund Manage	7	14
	HSBC Flexi Cap Fund - Regular Growth	Axis Flexi Cap Fund - Regular Plan - Growth

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Others	2.71	5.78
Large Cap	59.05	64.03
Mid Cap	18.15	16.83
Small Cap	20.09	13.33

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Others	1.22	5.78
Energy	7.73	-
Capital Goods	11.13	-
Technology	7.44	-
Materials	3.71	-
Healthcare	5.68	-
Construction	6.3	-
Services	6.82	-
Consumer Staples	8.51	-
Insurance	1.08	-
Financial	21.81	-
Automobile	8.04	-
Metals & Mining	3.45	-
Consumer Discretionary	1.17	-
Diversified	1.22	-
Communication	2.75	-
Chemicals	1.94	-
Industrial Products	-	2.44
IT - Software	-	5.92
Auto Components	-	4.1
Banks	-	16.37
Pharmaceuticals & Biotechnology	-	3.7
Leisure Services	-	1.17
Aerospace & Defense	-	3.99
Automobiles	-	5.79
Finance	-	7.76
Chemicals & Petrochemicals	-	2.42
Retailing	-	7.71
Electrical Equipment	-	3.21
Beverages	-	1.86
Consumer Durables	-	3.25
Power	-	3.88
Telecom - Services	-	4.18
Financial Technology (Fintech)	-	1.77
Cement & Cement Products	-	2.79
Food Products	-	0.7
Transport Services	-	2.13
Realty	-	4.24
Industrial Manufacturing	-	1.23
Healthcare Services	-	3.58