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

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

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HSBC Large & Mid Cap Fund - Regular Growth

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Axis Large & Mid Cap 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 Large & Mid Cap Fund - Regular Plan - Growth
Fund	HSBC Large & Mid Cap Fund - Regular Growth	Axis Large & Mid Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹4314 Cr	₹14805 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 Large & Mid Cap Fund - Regular Plan - Growth
1 Month	1.99%	0.25%
6 Month	16.09%	11.75%
1 Year	-0.73%	2.42%
3 Year	19.63%	15.8%
5 Year	22.37%	21.6%

SIP Return Analysis

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Axis Large & Mid Cap Fund - Regular Plan - Growth
6 Month	6.46%	4.81%
1 Year	4.66%	6.59%
3 Year	18.05%	17.35%
5 Year	17.77%	16.83%

Rolling Lumpsum Returns

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Axis Large & Mid Cap Fund - Regular Plan - Growth
1 Year	18.59%	18.71%
3 Year	19.45%	19.98%
5 Year	22.51%	22.18%

Risk Management

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Axis Large & Mid Cap Fund - Regular Plan - Growth
Standard Deviation	15.88%	12.54%
Sharp	0.82%	0.86%
Beta	0.97%	0.83%
Alpha	3.94%	3.11%

Fund Managers

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Axis Large & Mid Cap 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 Large & Mid Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Axis Large & Mid Cap Fund - Regular Plan - Growth
Others	7.39	14.19
Large Cap	44.12	43.88
Small Cap	9.84	4.18
Mid Cap	38.64	37.74

Sector Allocation

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Axis Large & Mid Cap Fund - Regular Plan - Growth
Others	1.95	3.68
Energy	0.02	3.4
Industrials	22.34	15.29
Technology	8.33	10.43
Financial Services	30.09	24.75
Consumer Cyclical	18.57	12.84
Healthcare	9.39	10.32
Basic Materials	2.13	7.02
Utilities	2	2.9
Consumer Defensive	1.71	3.6
Real Estate	0.09	1.86
Communication Services	3.38	3.91

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