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Axis Growth Opportunities Fund vs HSBC Large & Mid Cap Fund compare

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tortoise-icon HSBC Large & Mid Cap Fund - Regular Growth

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tortoise-icon Axis Growth Opportunities Fund - Regular Plan - Growth

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Chart Comparison

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

Overview

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Axis Growth Opportunities Fund - Regular Plan - Growth
Fund HSBC Large & Mid Cap Fund - Regular Growth Axis Growth Opportunities Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3873 Cr ₹13522 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 03 Apr 2019 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 68% 23%
Expense Ratio 1.91 1.7
Manager Cheenu Gupta Shreyash Devalkar
ISIN Code INF336L01NY9 INF846K01J79
Exits Load HSBC Large & Midcap Fund - 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 HSBC Large & Mid Cap Fund - Regular Growth Axis Growth Opportunities Fund - Regular Plan - Growth
1 Month 2.55% 3.13%
6 Month -8.4% -4.11%
1 Year 2.86% 7.41%
3 Year 16.66% 14.95%
5 Year 23.04% 24.08%

SIP Return Analysis

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Axis Growth Opportunities Fund - Regular Plan - Growth
6 Month -3.46% 1.12%
1 Year -12.89% -2.01%
3 Year 16.54% 18.14%
5 Year 17.5% 18.15%

Rolling Lumpsum Returns

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Axis Growth Opportunities Fund - Regular Plan - Growth
1 Year 21.03% 20.92%
3 Year 19.46% 20.13%
5 Year 21.66% 21.6%

Risk Management

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Axis Growth Opportunities Fund - Regular Plan - Growth
Standard Deviation 16.811% 15.057%
Sharp 0.444% 0.476%
Beta 0.981% 0.941%
Alpha 1.122% 1.093%

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Fund Managers

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Axis Growth Opportunities Fund - Regular Plan - Growth
Name Cheenu Gupta Shreyash Devalkar
Total AUM ₹0 Cr ₹166770 Cr
Funds Managed 9 14
HSBC Large & Mid Cap Fund - Regular Growth Axis Growth Opportunities Fund - Regular Plan - Growth

Market Cap

Scheme Name

HSBC Large & Mid Cap Fund - Regular Growth

Axis Growth Opportunities Fund - Regular Plan - Growth

Others 1.85 15.9
Large Cap 44.97 42.68
Small Cap 12.89 5.99
Mid Cap 40.28 35.43

Sector Allocation

Scheme Name

HSBC Large & Mid Cap Fund - Regular Growth

Axis Growth Opportunities Fund - Regular Plan - Growth

Others 1.85 6.5
Energy 0.02 1.88
Industrials 25.68 11.46
Technology 16.65 14.36
Financial Services 22.6 22.37
Consumer Cyclical 16.84 12.64
Healthcare 7.54 9.95
Basic Materials 1.65 5.34
Utilities 3.11 4.36
Consumer Defensive 0.41 3.13
Real Estate 2.12 2.88
Communication Services 1.52 5.12

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