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) | ₹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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