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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) | ₹26158 Cr | ₹14711 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 | 3.46% | 2.81% |
| 6 Month | 17.89% | 17.78% |
| 1 Year | -1.63% | 0.18% |
| 3 Year | 20.52% | 17.85% |
| 5 Year | 25.58% | 21.47% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.07% | 4.77% |
| 1 Year | 12.32% | 11.98% |
| 3 Year | 18.23% | 18% |
| 5 Year | 19.9% | 16.98% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.53% | 18.71% |
| 3 Year | 11.24% | 19.98% |
| 5 Year | 11.53% | 22.18% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.05% | 12.56% |
| Sharp | 0.85% | 0.73% |
| Beta | 1.03% | 0.83% |
| Alpha | 4.53% | 3.13% |
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 | 4.17 | 14.91 |
| Large Cap | 44.14 | 44.47 |
| Small Cap | 13.55 | 4.19 |
| Mid Cap | 38.13 | 36.43 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.21 | 4.1 |
| Communication Services | 3.21 | 3.98 |
| Energy | 2.98 | 3.34 |
| Technology | 9.8 | 10.56 |
| Consumer Cyclical | 14.27 | 15.16 |
| Healthcare | 12.67 | 10.21 |
| Basic Materials | 6.48 | 6.37 |
| Consumer Defensive | 2.64 | 3.78 |
| Industrials | 10.77 | 14.06 |
| Financial Services | 29.96 | 23.96 |
| Real Estate | 2.41 | 1.82 |
| Utilities | 3.6 | 2.66 |
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