Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Axis Growth Opportunities Fund vs HDFC Large and Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

Invest Now

tortoise-icon Axis Large & Mid Cap Fund - Regular Plan - Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹25412 Cr ₹14349 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 4.64% 3.97%
6 Month 5.21% 3.09%
1 Year 5.62% 6.93%
3 Year 26.43% 22.88%
5 Year 28.96% 24.3%

SIP Return Analysis

Scheme Name HDFC Large and Mid Cap Fund - Growth Option Axis Large & Mid Cap Fund - Regular Plan - Growth
6 Month 11.23% 10.27%
1 Year 12.85% 11.94%
3 Year 22.26% 20.83%
5 Year 23% 19.22%

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 14.90% 14.14%
Sharp 1.02% 0.87%
Beta 1.01% 0.88%
Alpha 4.36% 2.75%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Top Comparisons

BANDHAN Infrastructure Fund - Regular Plan - Growth BANDHAN Infrastructure Fund - Regular Plan - Growth

3Y Returns35.91%

VS

Sundaram Infrastructure Advantage Fund Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth

3Y Returns28.1%

Compare Now

Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option

3Y Returns28.74%

VS

Canara Robeco Flexicap Fund - Regular Plan - Growth Option Canara Robeco Flexicap Fund - Regular Plan - Growth Option

3Y Returns20.27%

Compare Now

Sundaram Short Duration Fund Regular Growth Sundaram Short Duration Fund Regular Growth

3Y Returns7.47%

VS

Tata Short Term Bond Fund -Regular Plan- Growth Option Tata Short Term Bond Fund -Regular Plan- Growth Option

3Y Returns7.06%

Compare Now

Nippon India Conservative Hybrid Fund - Regular - Growth Nippon India Conservative Hybrid Fund - Regular - Growth

3Y Returns9.43%

VS

Sundaram Conservative Hybrid Fund - Regular Plan - Growth Sundaram Conservative Hybrid Fund - Regular Plan - Growth

3Y Returns8.71%

Compare Now
Add to Cart Successfully