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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) | ₹26949 Cr | ₹14906 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 | 1.16% | 0.67% |
| 6 Month | 9.43% | 9.23% |
| 1 Year | 3.25% | 2.82% |
| 3 Year | 20.05% | 18.52% |
| 5 Year | 25.48% | 20.29% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.39% | 3.73% |
| 1 Year | 16.85% | 14.78% |
| 3 Year | 18.09% | 17.62% |
| 5 Year | 19.54% | 16.55% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.35% | 18.24% |
| 3 Year | 11.41% | 19.84% |
| 5 Year | 11.57% | 22.03% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.90% | 12.29% |
| Sharp | 0.96% | 0.95% |
| Beta | 1.01% | 0.82% |
| Alpha | 1.34% | 1.89% |
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 | 3.81 | 14.82 |
| Large Cap | 44.55 | 44.87 |
| Small Cap | 13.45 | 4.14 |
| Mid Cap | 38.19 | 36.16 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 0.73 | 4.26 |
| Communication Services | 3.14 | 3.9 |
| Energy | 3.18 | 3.31 |
| Technology | 9.66 | 10.72 |
| Consumer Cyclical | 14.45 | 16.3 |
| Healthcare | 12.85 | 9.84 |
| Basic Materials | 6.85 | 6.22 |
| Consumer Defensive | 2.74 | 3.14 |
| Industrials | 10.27 | 13.4 |
| Financial Services | 30.08 | 24.61 |
| Real Estate | 2.33 | 1.69 |
| Utilities | 3.73 | 2.59 |
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