Axis Bluechip Fund vs HSBC Large Cap Fund compare

Overview

Scheme Name	HSBC Large Cap Fund - Regular Growth	Axis Bluechip Fund - Regular Plan - Growth
Fund	HSBC Large Cap Fund - Regular Growth	Axis Bluechip Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹1896 Cr	₹34523 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	10 Dec 2002	04 Jan 2010
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 100 TRI	BSE 100
Turn Over	63%	26%
Expense Ratio	2.13	1.56
Manager	Gautam Bhupal	Shreyash Devalkar
ISIN Code	INF336L01016	INF846K01164
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	HSBC Large Cap Fund - Regular Growth	Axis Bluechip Fund - Regular Plan - Growth
1 Month	1.57%	1.81%
6 Month	11.92%	8.29%
1 Year	27.33%	22.95%
3 Year	15.38%	8.85%
5 Year	16.39%	13.32%

Scheme Name	HSBC Large Cap Fund - Regular Growth	Axis Bluechip Fund - Regular Plan - Growth
6 Month	-	-
1 Year	12.51%	7.46%
3 Year	19.44%	13.47%
5 Year	18.72%	13.53%

Scheme Name	HSBC Large Cap Fund - Regular Growth	Axis Bluechip Fund - Regular Plan - Growth
1 Year	15.92%	12.87%
3 Year	12.52%	13.15%
5 Year	12.17%	13.76%

Scheme Name	HSBC Large Cap Fund - Regular Growth	Axis Bluechip Fund - Regular Plan - Growth
Standard Deviation	12.72%	12.82%
Sharp	0.84%	0.11%
Beta	0.98%	0.95%
Alpha	0.05%	-5%

Scheme Name	HSBC Large Cap Fund - Regular Growth	Axis Bluechip Fund - Regular Plan - Growth
Name	Gautam Bhupal	Shreyash Devalkar
Total AUM	₹25949 Cr	₹166770 Cr
Fund Manage	13	14
	HSBC Large Cap Fund - Regular Growth	Axis Bluechip Fund - Regular Plan - Growth

Scheme Name	HSBC Large Cap Fund - Regular Growth	Axis Bluechip Fund - Regular Plan - Growth
Others	1.95	8.19
Large Cap	84.51	86.65
Mid Cap	11.5	5.12
Small Cap	2.04	-

Scheme Name	HSBC Large Cap Fund - Regular Growth	Axis Bluechip Fund - Regular Plan - Growth
Others	1.95	8.19
Energy	11.43	-
Technology	5.68	-
Healthcare	6.53	-
Construction	12.47	2.5
Financial	27.34	-
Materials	5.22	-
Consumer Staples	5.96	-
Automobile	5.15	-
Services	8.62	-
Capital Goods	2.5	-
Consumer Discretionary	1.55	-
Communication	2.89	-
Metals & Mining	2.31	-
Textiles	0.4	-
Petroleum Products	-	3.37
Electrical Equipment	-	0.83
IT - Software	-	8.94
Healthcare Services	-	1.06
Diversified FMCG	-	1.63
Banks	-	21.4
Pharmaceuticals & Biotechnology	-	5.63
Leisure Services	-	1.42
Aerospace & Defense	-	0.91
Automobiles	-	8.18
Personal Products	-	0.52
Finance	-	6.73
Insurance	-	1.9
Agricultural Food & other Products	-	0.27
Retailing	-	8.82
Beverages	-	0.59
Food Products	-	0.56
Power	-	2.26
Realty	-	0.38
Consumer Durables	-	0.69
Chemicals & Petrochemicals	-	2.09
Telecom - Services	-	5.29
Cement & Cement Products	-	2.38
Transport Services	-	2.77
Auto Components	-	0.65