HSBC Equity Savings Fund vs Axis Equity Saver Fund compare
Axis Equity Savings Fund - Regular Plan - Growth
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Fund | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹936 Cr | ₹723 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 14 Aug 2015 | 18 Oct 2011 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 34.8% | 75% |
| Expense Ratio | 2.26 | 1.51 |
| Manager | Hardik Shah | Mahesh A Chhabria |
| ISIN Code | INF846K01VO3 | INF917K01AA5 |
| Exits Load | Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | 1.44% | 0.62% |
| 6 Month | 3.63% | 8.66% |
| 1 Year | 5.18% | 5.98% |
| 3 Year | 9.9% | 13.53% |
| 5 Year | 10.4% | 13.55% |
SIP Return Analysis
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.58% | 2.67% |
| 1 Year | 4.69% | 9.87% |
| 3 Year | 8.33% | 12.28% |
| 5 Year | 8.35% | 11.83% |
Rolling Lumpsum Returns
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.52% | 7.91% |
| 3 Year | 8.78% | 9.59% |
| 5 Year | 9.07% | 8.48% |
Risk Management
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 5.09% | 7.29% |
| Sharp | 0.61% | 0.89% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Name | Hardik Shah | Mahesh A Chhabria |
| Total AUM | ₹0 Cr | ₹15021 Cr |
| Funds Managed | 12 | 9 |
| Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
Market Cap
| Scheme Name |
Axis Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 34.21 | 38.94 |
| Large Cap | 53.1 | 36.57 |
| Small Cap | 5.98 | 6.7 |
| Mid Cap | 6.72 | 17.79 |
Sector Allocation
| Scheme Name |
Axis Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 31.66 | 31.45 |
| Energy | 8.86 | 1.73 |
| Technology | 4.49 | 5.12 |
| Consumer Cyclical | 6.7 | 8.47 |
| Healthcare | 6.29 | 7.72 |
| Industrials | 6.86 | 7.55 |
| Financial Services | 22.39 | 25.49 |
| Consumer Defensive | 2.95 | 2.93 |
| Basic Materials | 4.98 | 2.8 |
| Utilities | 1.34 | 1.38 |
| Real Estate | 0.85 | 0.04 |
| Communication Services | 2.63 | 5.32 |
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