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) | ₹1628 Cr | ₹12350 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 | 4.56% | 2.1% |
6 Month | -5.93% | -1.86% |
1 Year | 5.31% | 5.34% |
3 Year | 21% | 13.96% |
5 Year | - | 15.78% |
SIP Return Analysis
Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 8.36% | 7.56% |
1 Year | 5.29% | 7.33% |
3 Year | 16.48% | 13.11% |
5 Year | - | 10.46% |
Rolling Lumpsum Returns
Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 19.18% | 14.14% |
3 Year | 17.81% | 14.35% |
5 Year | - | 13.84% |
Risk Management
Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 16.134% | 15.748% |
Sharp | 0.335% | -0.086% |
Beta | 1.037% | 0.984% |
Alpha | -1.531% | -7.923% |
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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 | 11.94 | 6.92 |
Large Cap | 32.27 | 74.02 |
Small Cap | 35.21 | - |
Mid Cap | 20.59 | 19.06 |
Sector Allocation
Scheme Name |
HSBC Focused Fund - Regular Growth |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 9.93 | 6.92 |
Technology | 12.64 | 7.04 |
Consumer Cyclical | 9.48 | 11.66 |
Healthcare | 13.33 | 9.35 |
Consumer Defensive | 3.03 | 1.11 |
Basic Materials | 5.42 | 6.1 |
Financial Services | 26.78 | 33.08 |
Industrials | 16.16 | 8.32 |
Energy | 3.23 | - |
Communication Services | - | 8.65 |
Real Estate | - | 2.84 |
Utilities | - | 4.95 |
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