Axis Growth Opportunities Fund vs HDFC Large and Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
Axis Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | HDFC Large and Mid Cap Fund - Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Average |
Asset Size (Cr) | ₹23140 Cr | ₹13522 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 18 Feb 1994 | 22 Oct 2018 |
Category | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 9.01% | 23% |
Expense Ratio | 1.66 | 1.7 |
Manager | Dhruv Muchhal | Shreyash Devalkar |
ISIN Code | INF179KA1RT1 | INF846K01J79 |
Exits Load | HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Growth Opportunities 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 | HDFC Large and Mid Cap Fund - Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 3.55% | 2.87% |
6 Month | -1.4% | -3.57% |
1 Year | 4.03% | 4.52% |
3 Year | 25% | 21.67% |
5 Year | 28.89% | 24% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 8.84% | 7.64% |
1 Year | 7.29% | 6.29% |
3 Year | 20.23% | 18.88% |
5 Year | 21.82% | 18.16% |
Rolling Lumpsum Returns
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.8% | 19.51% |
3 Year | 11.12% | 19.9% |
5 Year | 11.46% | 21.9% |
Risk Management
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.902% | 15.057% |
Sharp | 0.746% | 0.476% |
Beta | 1.012% | 0.941% |
Alpha | 4.586% | 1.093% |
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Fund Managers
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Dhruv Muchhal | Shreyash Devalkar |
Total AUM | ₹520687 Cr | ₹166770 Cr |
Funds Managed | 40 | 14 |
HDFC Large and Mid Cap Fund - Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 1.86 | 15.9 |
Large Cap | 46.7 | 42.68 |
Small Cap | 15.1 | 5.99 |
Mid Cap | 36.35 | 35.43 |
Sector Allocation
Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 1.03 | 6.5 |
Communication Services | 2.8 | 5.12 |
Basic Materials | 5.38 | 5.34 |
Energy | 3.19 | 1.88 |
Technology | 11.17 | 14.36 |
Consumer Cyclical | 13.16 | 12.64 |
Healthcare | 12.81 | 9.95 |
Industrials | 11.76 | 11.46 |
Financial Services | 30.96 | 22.37 |
Consumer Defensive | 2.49 | 3.13 |
Utilities | 3.91 | 4.36 |
Real Estate | 1.35 | 2.88 |
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