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Axis Growth Opportunities Fund vs HSBC Large & Mid Cap Fund compare
HSBC Large & Mid Cap Fund - Regular Growth
Axis Growth Opportunities Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
|---|---|---|
| Fund | HSBC Large & Mid Cap Fund - Regular Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3873 Cr | ₹13522 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 03 Apr 2019 | 22 Oct 2018 |
| Category | Large and Mid Cap | Large and Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
| Turn Over | 68% | 23% |
| Expense Ratio | 1.91 | 1.7 |
| Manager | Cheenu Gupta | Shreyash Devalkar |
| ISIN Code | INF336L01NY9 | INF846K01J79 |
| Exits Load | HSBC Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Axis Growth Opportunities 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 Large & Mid Cap Fund - Regular Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 7.7% | 3.79% |
| 6 Month | -15.79% | -12.7% |
| 1 Year | 5.81% | 4.79% |
| 3 Year | 14.31% | 12.34% |
| 5 Year | 25.96% | 25.94% |
SIP Return Analysis
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | -10.78% | -5.76% |
| 1 Year | -17.04% | -8.74% |
| 3 Year | 15.78% | 16.01% |
| 5 Year | 17.46% | 17.38% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 21.03% | 20.92% |
| 3 Year | 19.46% | 20.13% |
| 5 Year | 21.66% | 21.6% |
Risk Management
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 16.811% | 15.057% |
| Sharp | 0.444% | 0.476% |
| Beta | 0.981% | 0.941% |
| Alpha | 1.122% | 1.093% |
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Fund Managers
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
|---|---|---|
| Name | Cheenu Gupta | Shreyash Devalkar |
| Total AUM | ₹0 Cr | ₹166770 Cr |
| Funds Managed | 9 | 14 |
| HSBC Large & Mid Cap Fund - Regular Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Axis Growth Opportunities Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.85 | 15.9 |
| Large Cap | 44.97 | 42.68 |
| Small Cap | 12.89 | 5.99 |
| Mid Cap | 40.28 | 35.43 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Axis Growth Opportunities Fund - Regular Plan - Growth |
|---|---|---|
| Others | 1.85 | 6.5 |
| Energy | 0.02 | 1.88 |
| Industrials | 25.68 | 11.46 |
| Technology | 16.65 | 14.36 |
| Financial Services | 22.6 | 22.37 |
| Consumer Cyclical | 16.84 | 12.64 |
| Healthcare | 7.54 | 9.95 |
| Basic Materials | 1.65 | 5.34 |
| Utilities | 3.11 | 4.36 |
| Consumer Defensive | 0.41 | 3.13 |
| Real Estate | 2.12 | 2.88 |
| Communication Services | 1.52 | 5.12 |
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