Axis Focused Fund vs HSBC Focused Fund compare
HSBC Focused Fund - Regular Growth
Axis Focused Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹1628 Cr | ₹12350 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 22 Jul 2020 | 29 Jun 2012 |
Category | Focused | Focused |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 95% | 180% |
Expense Ratio | 2.09 | 1.74 |
Manager | Cheenu Gupta | Shreyash Devalkar |
ISIN Code | INF336L01PE6 | INF846K01CH7 |
Exits Load | HSBC Focused Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Focused 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 Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | -5.62% | -1.68% |
6 Month | -11.22% | -8.87% |
1 Year | 2.28% | 5.06% |
3 Year | 11.88% | 4.67% |
5 Year | - | 8.69% |
SIP Return Analysis
Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | - | - |
1 Year | -11.89% | -8.6% |
3 Year | 12.37% | 7.75% |
5 Year | - | 8.76% |
Rolling Lumpsum Returns
Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 21.56% | 14.68% |
3 Year | 18.11% | 14.5% |
5 Year | - | 13.74% |
Risk Management
Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.111% | 15.371% |
Sharp | 0.486% | -0.003% |
Beta | 1.009% | 1.001% |
Alpha | -0.778% | -8.073% |
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Fund Managers
Scheme Name | HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Name | Cheenu Gupta | Shreyash Devalkar |
Total AUM | ₹0 Cr | ₹166770 Cr |
Fund Manage | 9 | 14 |
HSBC Focused Fund - Regular Growth | Axis Focused Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HSBC Focused Fund - Regular Growth |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.31 | 5.54 |
Large Cap | 31.93 | 73.41 |
Small Cap | 35.99 | - |
Mid Cap | 25.77 | 21.06 |
Sector Allocation
Scheme Name |
HSBC Focused Fund - Regular Growth |
Axis Focused Fund - Regular Plan - Growth Option |
---|---|---|
Others | 6.31 | 5.54 |
IT - Software | 8.05 | 5.97 |
Retailing | 2.59 | 11.35 |
Healthcare Services | 4.84 | 2.82 |
Diversified FMCG | 2.62 | - |
Pharmaceuticals & Biotechnology | 10.08 | 4.6 |
Chemicals & Petrochemicals | 2.4 | 5 |
Banks | 12.27 | 17.55 |
Electrical Equipment | 3.51 | 1.34 |
Construction | 2.03 | - |
Oil | 2.7 | - |
Consumer Durables | 11.95 | - |
Financial Technology (Fintech) | 4.75 | 3.32 |
Industrial Manufacturing | 4.64 | - |
Fertilizers & Agrochemicals | 2.16 | 2.37 |
Finance | 5.59 | 9.91 |
Commercial Services & Supplies | 2.12 | - |
Capital Markets | 5.62 | - |
Textiles & Apparels | 2.27 | - |
Industrial Products | 3.5 | 0.89 |
Aerospace & Defense | - | 3.02 |
Auto Components | - | 1.12 |
Cement & Cement Products | - | 0.69 |
Automobiles | - | 6.98 |
Telecom - Services | - | 5.7 |
Transport Services | - | 2.67 |
Realty | - | 2.76 |
Power | - | 6.41 |
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