Axis Equity Saver Fund vs HSBC Equity Savings 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) | ₹968 Cr | ₹646 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 | -1.41% | -1.89% |
6 Month | -3.6% | -6.49% |
1 Year | 4.65% | 7.91% |
3 Year | 8.42% | 10.02% |
5 Year | 10.48% | 13.13% |
SIP Return Analysis
Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
6 Month | -2.81% | -6.72% |
1 Year | -1.48% | -7.84% |
3 Year | 8.56% | 9.69% |
5 Year | 8.8% | 10.77% |
Rolling Lumpsum Returns
Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
1 Year | 8.85% | 8.17% |
3 Year | 8.69% | 9.36% |
5 Year | 8.9% | 8.3% |
Risk Management
Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Standard Deviation | 5.953% | 7.536% |
Sharp | 0.249% | 0.463% |
Beta | - | - |
Alpha | - | - |
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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 | 31.59 | 30.31 |
Large Cap | 54.98 | 30.87 |
Small Cap | 6.67 | 10.93 |
Mid Cap | 6.77 | 27.88 |
Sector Allocation
Scheme Name |
Axis Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
---|---|---|
Others | 30.3 | 30.31 |
Energy | 9.33 | 2.24 |
Industrials | 6.57 | 11.69 |
Technology | 6.7 | 6.08 |
Consumer Cyclical | 5.6 | 9.62 |
Basic Materials | 6.07 | 1.25 |
Healthcare | 5.21 | 1.82 |
Financial Services | 21.62 | 35.89 |
Consumer Defensive | 3.73 | 0.02 |
Utilities | 1.53 | 1.03 |
Real Estate | 0.76 | 0.04 |
Communication Services | 2.59 | - |
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