HSBC Flexi Cap Fund vs Axis Flexi Cap Fund compare
HSBC Flexi Cap Fund - Regular Growth
Axis Flexi Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | HSBC Flexi Cap Fund - Regular Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5075 Cr | ₹12796 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 24 Feb 2004 | 24 Nov 2017 |
Category | Flexi Cap | Flexi Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 27% | 30% |
Expense Ratio | 1.93 | 1.73 |
Manager | Venugopal Manghat | Shreyash Devalkar |
ISIN Code | INF336L01AF5 | INF846K01B51 |
Exits Load | HSBC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Flexi Cap 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 Flexi Cap Fund - Regular Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 2.16% | 2.52% |
6 Month | 19.6% | 18.36% |
1 Year | -2.07% | 0.18% |
3 Year | 18.73% | 13.47% |
5 Year | 21.12% | 17.09% |
SIP Return Analysis
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 4.07% | 5.03% |
1 Year | 11.02% | 14.26% |
3 Year | 18.5% | 16.41% |
5 Year | 17.56% | 13.86% |
Rolling Lumpsum Returns
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 15.03% | 11.22% |
3 Year | 13.18% | 14.21% |
5 Year | 14.01% | 14.46% |
Risk Management
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 14.21% | 13.22% |
Sharp | 0.80% | 0.48% |
Beta | 1.01% | 0.93% |
Alpha | 3.43% | -1.04% |
Fund Managers
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Venugopal Manghat | Shreyash Devalkar |
Total AUM | ₹41442 Cr | ₹166770 Cr |
Funds Managed | 7 | 14 |
HSBC Flexi Cap Fund - Regular Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 5.99 | 11.57 |
Large Cap | 52.41 | 57.51 |
Small Cap | 22.42 | 12.16 |
Mid Cap | 19.19 | 18.76 |
Sector Allocation
Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 1.37 | 5.23 |
Energy | 4.18 | - |
Industrials | 14.65 | 15.2 |
Technology | 11.71 | 5.8 |
Consumer Cyclical | 13.53 | 16.61 |
Consumer Defensive | 5.49 | 1.35 |
Basic Materials | 9.04 | 6.13 |
Financial Services | 27.75 | 29.21 |
Healthcare | 5.03 | 10.41 |
Real Estate | 2.03 | 3.96 |
Utilities | 2.12 | 1.44 |
Communication Services | 3.1 | 4.67 |
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