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) | ₹1721 Cr | ₹13025 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 | 0.17% | -0.25% |
6 Month | 1.05% | 7.23% |
1 Year | 3.36% | 4.99% |
3 Year | 19.65% | 13.06% |
5 Year | - | 14.4% |
SIP Return Analysis
Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 8.89% | 7.19% |
1 Year | 7.74% | 9.29% |
3 Year | 16.51% | 13.39% |
5 Year | - | 10.53% |
Rolling Lumpsum Returns
Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 19.18% | 14.14% |
3 Year | 17.81% | 14.35% |
5 Year | - | 13.84% |
Risk Management
Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.56% | 15.01% |
Sharp | 0.93% | 0.61% |
Beta | 1.03% | 0.97% |
Alpha | -0.12% | -4.68% |
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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 | 11.77 | 8.97 |
Large Cap | 41.48 | 73.81 |
Small Cap | 21.57 | - |
Mid Cap | 25.18 | 17.22 |
Sector Allocation
Scheme Name |
HSBC Focused Fund - Regular Growth |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.97 | 6.09 |
Technology | 7.72 | 5.79 |
Consumer Cyclical | 12.54 | 10.31 |
Healthcare | 10.7 | 9.99 |
Consumer Defensive | 2.82 | 1.26 |
Financial Services | 37.2 | 35.5 |
Basic Materials | 5.31 | 4.89 |
Industrials | 13.87 | 10.2 |
Energy | 2.87 | - |
Communication Services | - | 8.96 |
Real Estate | - | 3.21 |
Utilities | - | 3.8 |
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