Axis Growth Opportunities Fund vs HSBC Large & Mid Cap Fund compare
HSBC Large & Mid Cap Fund - Regular Growth
Axis Growth Opportunities Fund - Regular Plan - Growth
Chart Comparison
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
Invesco India Arbitrage Fund - Growth Option
3Y Returns6.96%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.64%
Nippon India Japan Equity Fund- Growth Plan- Growth Option
3Y Returns10.15%
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan
3Y Returns8.44%
Kotak Equity Arbitrage Fund - Growth
3Y Returns6.95%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.64%
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%