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Axis Focused Fund vs HSBC Focused Fund compare

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tortoise-icon HSBC Focused Fund - Regular Growth

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tortoise-icon Axis Focused Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1647 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 0.89% 0.16%
6 Month 15.69% 11.13%
1 Year -2.2% -0.85%
3 Year 17.77% 11.53%
5 Year 19.17% 12.76%

SIP Return Analysis

Scheme Name HSBC Focused Fund - Regular Growth Axis Focused Fund - Regular Plan - Growth Option
6 Month 3.36% 1.81%
1 Year 13.16% 12.07%
3 Year 15.33% 12.58%
5 Year 15.18% 9.57%

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 14.35% 13.32%
Sharp 0.71% 0.31%
Beta 1.00% 0.91%
Alpha 0.83% -4.35%

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 13.86 15.07
Large Cap 42.56 66.84
Small Cap 18.03 -
Mid Cap 25.55 18.09

Sector Allocation

Scheme Name

HSBC Focused Fund - Regular Growth

Axis Focused Fund - Regular Plan - Growth Option

Others 5.44 6.42
Technology 8.02 5.23
Consumer Cyclical 14.77 13.89
Healthcare 9.24 10.99
Consumer Defensive 3.23 1.54
Financial Services 38.31 32.29
Basic Materials 3.6 3.88
Industrials 14.56 10.53
Energy 2.84 -
Communication Services - 8.68
Real Estate - 3.52
Utilities - 3.04

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