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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) | ₹28892 Cr | ₹15605 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 | 0.9% | -0.62% |
| 6 Month | 2.27% | 1.37% |
| 1 Year | 5.31% | 3.95% |
| 3 Year | 20.54% | 19.64% |
| 5 Year | 22.05% | 17.5% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.79% | 1.9% |
| 1 Year | 12.35% | 12.4% |
| 3 Year | 15.39% | 15.38% |
| 5 Year | 17.98% | 15.51% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.17% | 17.13% |
| 3 Year | 13.15% | 19.68% |
| 5 Year | 12.33% | 21.84% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.97% | 14.31% |
| Sharp | 0.96% | 1.03% |
| Beta | 1.01% | 0.82% |
| Alpha | 0.84% | 2.51% |
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 | 5.09 | 13.96 |
| Large Cap | 44.28 | 45.17 |
| Small Cap | 11.85 | 4.3 |
| Mid Cap | 38.78 | 36.58 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.02 | 2.91 |
| Communication Services | 3.22 | 3.84 |
| Energy | 3.16 | 3.6 |
| Technology | 10.31 | 10.43 |
| Consumer Cyclical | 13.6 | 15.69 |
| Healthcare | 12.4 | 9.72 |
| Basic Materials | 6.59 | 5.82 |
| Consumer Defensive | 2.91 | 2.78 |
| Industrials | 9.8 | 13.36 |
| Financial Services | 31.25 | 27.67 |
| Real Estate | 2.34 | 1.77 |
| Utilities | 3.4 | 2.42 |
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