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 Risk | Very High Risk |
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 | -8.5% | -3.69% |
6 Month | -15.11% | -9.33% |
1 Year | 7.68% | 9.92% |
3 Year | 14.4% | 14.39% |
5 Year | 16.14% | 18.34% |
SIP Return Analysis
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Axis Growth Opportunities Fund - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | -14.41% | -6.15% |
3 Year | 15.27% | 15.93% |
5 Year | 17.75% | 18.16% |
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 | 15.618% | 14.704% |
Sharp | 0.613% | 0.541% |
Beta | 0.931% | 0.946% |
Alpha | 2.312% | 0.581% |
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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 |
Fund Manage | 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 | 5.47 | 16.61 |
Small Cap | 14.21 | 6.65 |
Large Cap | 38.58 | 41.59 |
Mid Cap | 41.74 | 35.17 |
Sector Allocation
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Axis Growth Opportunities Fund - Regular Plan - Growth |
---|---|---|
Others | 5.47 | 16.61 |
Realty | 3.9 | 3.12 |
Petroleum Products | 0.02 | 1.95 |
Electrical Equipment | 17.12 | 5.84 |
IT - Software | 7.87 | 6.43 |
Capital Markets | 9.22 | 1.82 |
Retailing | 10.79 | 2.74 |
Construction | 0.63 | 1.65 |
Healthcare Services | 2.16 | 1.92 |
Banks | 6.56 | 9.9 |
Pharmaceuticals & Biotechnology | 2.87 | 5.72 |
Leisure Services | 0.92 | 1.73 |
Paper, Forest & Jute Products | 0.77 | - |
Aerospace & Defense | 4.66 | 1.86 |
Power | 3.74 | 6.48 |
Automobiles | 3.7 | 2.98 |
Finance | 1.01 | 4.73 |
Beverages | 0.06 | 0.88 |
Industrial Manufacturing | 4.04 | 0.27 |
Personal Products | 0.31 | 0.88 |
Industrial Products | 3.01 | 2.81 |
Consumer Durables | 6.97 | 2.08 |
Auto Components | 0.02 | 4.69 |
Telecom - Services | 0.37 | 2.15 |
Financial Technology (Fintech) | 3.16 | 0.58 |
Cement & Cement Products | 0.65 | 0.37 |
IT - Services | - | 0.54 |
Diversified FMCG | - | 1.77 |
Non - Ferrous Metals | - | 0.22 |
Insurance | - | 1.89 |
Chemicals & Petrochemicals | - | 2.41 |
Fertilizers & Agrochemicals | - | 1.81 |
Food Products | - | 0.02 |
Transport Services | - | 1.17 |
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