- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹4613 Cr | ₹15453 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 | -1.49% | -1.04% |
| 6 Month | 5.81% | 4.98% |
| 1 Year | -2.43% | 2.24% |
| 3 Year | 18.97% | 18.17% |
| 5 Year | 18.99% | 18.61% |
SIP Return Analysis
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 3.13% | 2.99% |
| 1 Year | 16.41% | 15.03% |
| 3 Year | 17.73% | 16.98% |
| 5 Year | 17.46% | 16.33% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.43% | 17.26% |
| 3 Year | 19.56% | 19.7% |
| 5 Year | 22.27% | 21.85% |
Risk Management
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 15.66% | 12.29% |
| Sharp | 0.84% | 0.95% |
| Beta | 1.00% | 0.82% |
| Alpha | 1.09% | 1.89% |
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 | 12.95 | 13.96 |
| Large Cap | 37.68 | 45.17 |
| Small Cap | 14.36 | 4.3 |
| Mid Cap | 35 | 36.58 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Axis Large & Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.79 | 2.91 |
| Energy | 0.02 | 3.6 |
| Industrials | 21.2 | 13.36 |
| Technology | 10.75 | 10.43 |
| Financial Services | 30.25 | 27.67 |
| Consumer Cyclical | 19.43 | 15.69 |
| Healthcare | 8.73 | 9.72 |
| Basic Materials | 0.22 | 5.82 |
| Utilities | 0.11 | 2.42 |
| Consumer Defensive | 1.56 | 2.78 |
| Real Estate | 0 | 1.77 |
| Communication Services | 3.93 | 3.84 |
Top Comparisons
ICICI Prudential Commodities Fund - Growth Option
3Y Returns15.37%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns23.51%
Tata Nifty Realty Index Fund - Regular (G)
3Y Returns0%
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF-Reg (G)
3Y Returns0%
LIC MF Overnight Fund Regular - Growth
3Y Returns6.3%
Baroda BNP Paribas Overnight Fund - Regular Plan - Growth
3Y Returns6.35%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
