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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 | 2.1% | 3.21% |
| 6 Month | -7.75% | -1.92% |
| 1 Year | 0.87% | 6.23% |
| 3 Year | 14.04% | 7.92% |
| 5 Year | - | 15.16% |
SIP Return Analysis
| Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -1.84% | 2.91% |
| 1 Year | -8.13% | 0.66% |
| 3 Year | 13.81% | 12.12% |
| 5 Year | - | 10.27% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 21.56% | 14.68% |
| 3 Year | 18.11% | 14.5% |
| 5 Year | - | 13.74% |
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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