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) | ₹1708 Cr | ₹12581 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 | 0.49% | -1.45% |
| 6 Month | 6.41% | 2.65% |
| 1 Year | 2.64% | 4.51% |
| 3 Year | 15.91% | 11.21% |
| 5 Year | 17.38% | 10.23% |
SIP Return Analysis
| Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.41% | -0.36% |
| 1 Year | 9.69% | 8.39% |
| 3 Year | 13.82% | 11.69% |
| 5 Year | 14.42% | 9.21% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.62% | 12.66% |
| 3 Year | 17.65% | 14.14% |
| 5 Year | 19.68% | 13.82% |
Risk Management
| Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 14.21% | 13.40% |
| Sharp | 0.67% | 0.37% |
| Beta | 0.99% | 0.92% |
| Alpha | 0.20% | -3.77% |
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 | 13.82 | 13.5 |
| Large Cap | 44.6 | 67 |
| Small Cap | 16.5 | 0.79 |
| Mid Cap | 25.07 | 18.7 |
Sector Allocation
| Scheme Name |
HSBC Focused Fund - Regular Growth |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.53 | 3.93 |
| Technology | 8.09 | 4.42 |
| Consumer Cyclical | 15.43 | 13.64 |
| Healthcare | 9.64 | 12.11 |
| Consumer Defensive | 4.94 | 0.88 |
| Financial Services | 34.38 | 33.51 |
| Basic Materials | 2.48 | 3.59 |
| Industrials | 16.53 | 11.85 |
| Energy | 2.99 | - |
| Communication Services | - | 9.05 |
| Real Estate | - | 3.84 |
| Utilities | - | 3.19 |
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