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) | ₹4975 Cr | ₹8631 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 | 0.28% | -0.07% |
6 Month | 11.69% | 10.19% |
1 Year | 0.58% | 2.96% |
3 Year | 21.04% | 15.18% |
5 Year | 21.19% | 17.11% |
SIP Return Analysis
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | 2.26% | 2.33% |
1 Year | 12.4% | 13.32% |
3 Year | 17.76% | 15.36% |
5 Year | 17.16% | 13.17% |
Rolling Lumpsum Returns
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 14.77% | 10.74% |
3 Year | 13.32% | 14.15% |
5 Year | 14.1% | 14.69% |
Risk Management
Scheme Name | HSBC Flexi Cap Fund - Regular Growth | Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 13.97% | 13.11% |
Sharp | 0.91% | 0.55% |
Beta | 1.01% | 0.94% |
Alpha | 3.32% | -1.60% |
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 | 7.02 | 14.52 |
Large Cap | 52.87 | 53.81 |
Small Cap | 21.8 | 12.28 |
Mid Cap | 18.31 | 19.39 |
Sector Allocation
Scheme Name |
HSBC Flexi Cap Fund - Regular Growth |
Axis Flexi Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 1.85 | 7.37 |
Energy | 4.08 | - |
Industrials | 13.04 | 14.52 |
Technology | 14.06 | 7.17 |
Consumer Cyclical | 14.28 | 17.63 |
Consumer Defensive | 5.83 | 0.46 |
Basic Materials | 8.66 | 5.87 |
Financial Services | 26.17 | 28.33 |
Healthcare | 4.94 | 9.57 |
Real Estate | 1.87 | 3.2 |
Utilities | 2.09 | 1.25 |
Communication Services | 3.12 | 4.64 |
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