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) | ₹1723 Cr | ₹12445 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 | 0.63% | -1.79% |
| 6 Month | 2.19% | -3.73% |
| 1 Year | 2.11% | 4.05% |
| 3 Year | 16.86% | 11.8% |
| 5 Year | 14.56% | 7.01% |
SIP Return Analysis
| Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.69% | -2.3% |
| 1 Year | 12.92% | 1.74% |
| 3 Year | 12.82% | 8.07% |
| 5 Year | 13.72% | 7.17% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 15.02% | 12.39% |
| 3 Year | 17.55% | 14.03% |
| 5 Year | 19.53% | 13.7% |
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 | 17.22 | 12.52 |
| Large Cap | 43.83 | 68.49 |
| Small Cap | 14.28 | 0.6 |
| Mid Cap | 24.67 | 18.4 |
Sector Allocation
| Scheme Name |
HSBC Focused Fund - Regular Growth |
Axis Focused Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 6.89 | 3.02 |
| Technology | 8.75 | 4.67 |
| Consumer Cyclical | 14.26 | 13.51 |
| Healthcare | 9.52 | 11.54 |
| Consumer Defensive | 4.9 | 1.69 |
| Financial Services | 34.98 | 34.28 |
| Basic Materials | 2.2 | 3.46 |
| Industrials | 15.68 | 11.97 |
| Energy | 2.82 | - |
| Communication Services | - | 9.16 |
| Real Estate | - | 3.73 |
| Utilities | - | 2.98 |
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