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Axis Growth Opportunities Fund vs HSBC Large & Mid Cap Fund compare
HSBC Large & Mid Cap Fund - Regular Growth
Axis Large & Mid Cap Fund - Regular Plan - Growth
Chart Comparison
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) | ₹4658 Cr | ₹15616 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 | -4.38% | -1.44% |
| 6 Month | -0.87% | 0.65% |
| 1 Year | -0.47% | 6.09% |
| 3 Year | 19.14% | 19.93% |
| 5 Year | 15.72% | 16.96% |
SIP Return Analysis
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -2.18% | -1.11% |
| 1 Year | 8.27% | 6.82% |
| 3 Year | 13.17% | 12.85% |
| 5 Year | 15% | 13.99% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.74% | 16.88% |
| 3 Year | 19.63% | 19.68% |
| 5 Year | 22.15% | 21.72% |
Risk Management
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 13.09% | 14.31% |
| Sharp | 0.91% | 1.07% |
| Beta | 1.01% | 0.82% |
| Alpha | 1.04% | 2.4% |
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 | 21.89 | 17.76 |
| Large Cap | 35.68 | 45.06 |
| Small Cap | 14.91 | 3.15 |
| Mid Cap | 27.53 | 34.03 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.41 | 4.45 |
| Energy | 1.55 | 3.94 |
| Industrials | 17.59 | 11.57 |
| Technology | 8.62 | 9.47 |
| Financial Services | 37.52 | 30.6 |
| Consumer Cyclical | 20.03 | 15.34 |
| Healthcare | 7.26 | 8.92 |
| Basic Materials | 0.6 | 5.09 |
| Utilities | 0.07 | 2.01 |
| Consumer Defensive | 1.39 | 2.91 |
| Communication Services | 3.96 | 4.28 |
| Real Estate | - | 1.43 |
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