Axis Focused Fund vs HSBC Focused Fund compare

Axis Focused Fund vs HSBC Focused Fund compare

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HSBC Focused Fund - Regular Growth

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Axis Focused Fund - Regular Plan - Growth Option

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Chart Comparison

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

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)	₹1723 Cr	₹11972 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	0.22%	-1.65%
6 Month	1.28%	-3.37%
1 Year	5.6%	5.04%
3 Year	17.46%	12.24%
5 Year	14.64%	7.41%

SIP Return Analysis

Scheme Name	HSBC Focused Fund - Regular Growth	Axis Focused Fund - Regular Plan - Growth Option
6 Month	0.67%	-3.78%
1 Year	11.78%	-0.47%
3 Year	12.54%	7.47%
5 Year	13.66%	6.92%

Rolling Lumpsum Returns

Scheme Name	HSBC Focused Fund - Regular Growth	Axis Focused Fund - Regular Plan - Growth Option
1 Year	15.02%	12.39%
3 Year	17.55%	14.03%
5 Year	19.53%	13.7%

Risk Management

Scheme Name	HSBC Focused Fund - Regular Growth	Axis Focused Fund - Regular Plan - Growth Option
Standard Deviation	12.6%	15.43%
Sharp	0.82%	0.45%
Beta	0.98%	0.93%
Alpha	0.77%	-4.16%

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	17.22	12.52
Large Cap	43.83	68.49
Small Cap	14.28	0.6
Mid Cap	24.67	18.4

Sector Allocation

Scheme Name	HSBC Focused Fund - Regular Growth	Axis Focused Fund - Regular Plan - Growth Option
Others	6.89	3.02
Technology	8.75	4.67
Consumer Cyclical	14.26	13.51
Healthcare	9.52	11.54
Consumer Defensive	4.9	1.69
Financial Services	34.98	34.28
Basic Materials	2.2	3.46
Industrials	15.68	11.97
Energy	2.82	-
Communication Services	-	9.16
Real Estate	-	3.73
Utilities	-	2.98

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