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) | ₹1686 Cr | ₹12585 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 | 0.86% | 0.93% |
6 Month | 14.74% | 12.77% |
1 Year | 2.77% | 4.07% |
3 Year | 16.56% | 9.53% |
5 Year | 19.99% | 13.51% |
SIP Return Analysis
Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 5.8% | 3.77% |
1 Year | 6.17% | 6.82% |
3 Year | 15.2% | 12.25% |
5 Year | 15.39% | 9.67% |
Rolling Lumpsum Returns
Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 17.78% | 13.51% |
3 Year | 18.03% | 14.29% |
5 Year | 20.39% | 14.05% |
Risk Management
Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 14.43% | 13.68% |
Sharp | 0.73% | 0.31% |
Beta | 0.98% | 0.92% |
Alpha | 0.75% | -4.97% |
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 | 13.32 | 15.04 |
Large Cap | 41.24 | 67 |
Small Cap | 18.77 | - |
Mid Cap | 26.67 | 17.96 |
Sector Allocation
Scheme Name |
HSBC Focused Fund - Regular Growth |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 4.82 | 6.51 |
Technology | 7.55 | 5.17 |
Consumer Cyclical | 13.4 | 12.85 |
Healthcare | 9.44 | 10.63 |
Consumer Defensive | 2.99 | 1.35 |
Financial Services | 39.67 | 33.92 |
Basic Materials | 4.37 | 3.56 |
Industrials | 14.91 | 10.58 |
Energy | 2.86 | - |
Communication Services | - | 8.61 |
Real Estate | - | 3.58 |
Utilities | - | 3.25 |
Top Comparisons
Nippon India Banking & PSU Fund - Growth Plan - Growth Option
3Y Returns7.27%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.25%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns16.19%
Tata ELSS Fund - Regular Plan - Growth Option
3Y Returns15.25%
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option
3Y Returns19.79%
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
3Y Returns13.52%
ICICI Prudential Quant Fund Growth
3Y Returns17.04%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns15.06%