Axis Focused Fund vs HSBC Focused Fund compare
HSBC Focused Fund - Regular Growth
Axis Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1647 Cr | ₹12286 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 22 Jul 2020 | 29 Jun 2012 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 95% | 180% |
Expense Ratio | 2.09 | 1.74 |
Manager | Cheenu Gupta | Shreyash Devalkar |
ISIN Code | INF336L01PE6 | INF846K01CH7 |
Exits Load | HSBC Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Focused 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 | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 2.23% | 2.62% |
6 Month | 19.26% | 15.49% |
1 Year | -1.2% | -2.01% |
3 Year | 15.77% | 9.35% |
5 Year | 19.94% | 13.42% |
SIP Return Analysis
Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 4.65% | 3.44% |
1 Year | 10.64% | 11.64% |
3 Year | 15.59% | 13.06% |
5 Year | 15.39% | 9.95% |
Rolling Lumpsum Returns
Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 17.78% | 13.51% |
3 Year | 18.03% | 14.29% |
5 Year | 20.39% | 14.05% |
Risk Management
Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.57% | 13.69% |
Sharp | 0.62% | 0.18% |
Beta | 1.00% | 0.92% |
Alpha | 1.10% | -4.75% |
Fund Managers
Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Name | Cheenu Gupta | Shreyash Devalkar |
Total AUM | ₹0 Cr | ₹166770 Cr |
Funds Managed | 9 | 14 |
HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HSBC Focused Fund - Regular Growth |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 13.32 | 15.04 |
Large Cap | 41.24 | 67 |
Small Cap | 18.77 | - |
Mid Cap | 26.67 | 17.96 |
Sector Allocation
Scheme Name |
HSBC Focused Fund - Regular Growth |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.82 | 6.51 |
Technology | 7.55 | 5.17 |
Consumer Cyclical | 13.4 | 12.85 |
Healthcare | 9.44 | 10.63 |
Consumer Defensive | 2.99 | 1.35 |
Financial Services | 39.67 | 33.92 |
Basic Materials | 4.37 | 3.56 |
Industrials | 14.91 | 10.58 |
Energy | 2.86 | - |
Communication Services | - | 8.61 |
Real Estate | - | 3.58 |
Utilities | - | 3.25 |
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