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Axis Equity Saver Fund vs HSBC Equity Savings Fund compare

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tortoise-icon Axis Equity Savings Fund - Regular Plan - Growth

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tortoise-icon HSBC Equity Savings Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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