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) | ₹1656 Cr | ₹12257 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 | 1.8% | 3.01% |
| 6 Month | 11.68% | 6.77% |
| 1 Year | 2.23% | 5.88% |
| 3 Year | 15.99% | 10.98% |
| 5 Year | 19.07% | 12.6% |
SIP Return Analysis
| Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 3.13% | 2.99% |
| 1 Year | 12.96% | 12.67% |
| 3 Year | 14.93% | 12.88% |
| 5 Year | 14.93% | 9.69% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.69% | 13.08% |
| 3 Year | 17.82% | 14.22% |
| 5 Year | 19.88% | 13.94% |
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 | 11.63 | 14.31 |
| Large Cap | 45.82 | 66.71 |
| Small Cap | 17.03 | 0.95 |
| Mid Cap | 25.52 | 18.03 |
Sector Allocation
| Scheme Name |
HSBC Focused Fund - Regular Growth |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 3.13 | 4.84 |
| Technology | 7.77 | 4.65 |
| Consumer Cyclical | 16.08 | 13.53 |
| Healthcare | 9.43 | 11.62 |
| Consumer Defensive | 5.21 | 1.35 |
| Financial Services | 34.76 | 33.39 |
| Basic Materials | 2.56 | 3.74 |
| Industrials | 18.17 | 11.87 |
| Energy | 2.89 | - |
| Communication Services | - | 8.58 |
| Real Estate | - | 3.41 |
| Utilities | - | 3.03 |
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