Axis Growth Opportunities Fund vs HSBC Large & Mid Cap Fund compare

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tortoise-icon HSBC Large & Mid Cap Fund - Regular Growth

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tortoise-icon Axis Growth Opportunities Fund - Regular Plan - Growth

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Chart Comparison

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

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) ₹3382 Cr ₹13275 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 03 Mar 2019 10 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 1.98 1.69
Manager Cheenu Gupta Shreyash Devalkar
ISIN Code INF336L01NY9 INF846K01J79
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Trailing Lumpsum Returns

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Axis Growth Opportunities Fund - Regular Plan - Growth
1 Month 2.89% 2.78%
6 Month 27.79% 20.01%
1 Year 51.36% 42.99%
3 Year 22.25% 17.95%
5 Year 23.86% 24.77%

SIP Return Analysis

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Axis Growth Opportunities Fund - Regular Plan - Growth
6 Month - -
1 Year 21.63% 18.54%
3 Year 46.22% 39.56%
5 Year 83.08% 79.96%

Rolling Lumpsum Returns

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Axis Growth Opportunities Fund - Regular Plan - Growth
1 Year 24.26% 24.66%
3 Year 61.89% 58%
5 Year 94.33% 86.16%

Risk Management

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Axis Growth Opportunities Fund - Regular Plan - Growth
Standard Deviation 13.09% 14.31%
Sharp 1.13% 0.85%
Beta 0.93% 0.93%
Alpha 0.54% -2.73%

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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 3.52 22.46
Large Cap 38.96 38.94
Small Cap 23.55 3.8
Mid Cap 33.97 34.78

Sector Allocation

Scheme Name

HSBC Large & Mid Cap Fund - Regular Growth

Axis Growth Opportunities Fund - Regular Plan - Growth

Others 2.06 3.23
Energy 5.57 8.71
Capital Goods 31.27 14.62
Technology 5.96 6.16
Consumer Staples 1.63 3.43
Financial 14.06 15.26
Construction 11.81 4.8
Healthcare 5.11 8.89
Metals & Mining 0.66 0.99
Services 12.34 12.29
Automobile 4.66 8.33
Chemicals 0.05 4.42
Consumer Discretionary 3.81 1.23
Communication 1.01 2.55
Materials - 2.57
Insurance - 1.5
Diversified - 0.16
Unclassified - 0.84

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