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) | ₹1718 Cr | ₹11972 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 | -3.2% | -3.94% |
| 6 Month | -0.15% | -4.8% |
| 1 Year | 4.09% | 2.54% |
| 3 Year | 16.12% | 11.8% |
| 5 Year | 13.81% | 6.67% |
SIP Return Analysis
| Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 0.67% | -3.78% |
| 1 Year | 11.78% | -0.47% |
| 3 Year | 12.54% | 7.47% |
| 5 Year | 13.66% | 6.92% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 14.84% | 12.23% |
| 3 Year | 17.53% | 14.02% |
| 5 Year | 19.47% | 13.69% |
Risk Management
| Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.6% | 15.43% |
| Sharp | 0.82% | 0.45% |
| Beta | 0.98% | 0.93% |
| Alpha | 0.77% | -4.16% |
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 | 21.85 | 13.08 |
| Large Cap | 43.86 | 68.66 |
| Small Cap | 8.84 | 0.59 |
| Mid Cap | 25.45 | 17.67 |
Sector Allocation
| Scheme Name |
HSBC Focused Fund - Regular Growth |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 5.49 | 6.86 |
| Technology | 9.28 | 6.73 |
| Consumer Cyclical | 14.51 | 13.39 |
| Healthcare | 8.92 | 11.4 |
| Consumer Defensive | 4.8 | 1.66 |
| Financial Services | 35.7 | 30.36 |
| Basic Materials | 1.78 | 3.63 |
| Industrials | 16.72 | 10.2 |
| Energy | 2.8 | 2.56 |
| Communication Services | - | 7.06 |
| Real Estate | - | 3.07 |
| Utilities | - | 3.07 |
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