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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) | ₹939 Cr | ₹671 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 | 1.55% | 3.41% |
| 6 Month | 6.65% | 12.7% |
| 1 Year | 2.81% | 5.38% |
| 3 Year | 9.46% | 13.52% |
| 5 Year | 10.68% | 13.86% |
SIP Return Analysis
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.15% | 5.93% |
| 1 Year | 6.81% | 12.93% |
| 3 Year | 9.64% | 14.04% |
| 5 Year | 9.07% | 12.76% |
Rolling Lumpsum Returns
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.63% | 8.03% |
| 3 Year | 8.73% | 9.53% |
| 5 Year | 9.04% | 8.45% |
Risk Management
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 5.25% | 7.31% |
| Sharp | 0.46% | 0.84% |
| 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 | 34.05 | 38.05 |
| Large Cap | 53.77 | 38.37 |
| Small Cap | 5.56 | 6.12 |
| Mid Cap | 6.62 | 17.46 |
Sector Allocation
| Scheme Name |
Axis Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 32.06 | 32.02 |
| Energy | 9.07 | 1.94 |
| Technology | 6.56 | 2.64 |
| Consumer Cyclical | 5 | 11.01 |
| Healthcare | 6.2 | 7.89 |
| Basic Materials | 5.02 | 1.29 |
| Industrials | 5.2 | 10.18 |
| Financial Services | 23.24 | 26.43 |
| Consumer Defensive | 2.97 | 3.1 |
| Utilities | 1.33 | 1.55 |
| Real Estate | 0.39 | 0.05 |
| Communication Services | 2.96 | 1.9 |
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