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) ₹3609 Cr ₹13780 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 1.94 1.69
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 8.69% 2.94%
6 Month 8.79% 3.74%
1 Year 39.11% 26.59%
3 Year 21.52% 14.73%
5 Year 22.17% 21.92%

SIP Return Analysis

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Axis Growth Opportunities Fund - Regular Plan - Growth
6 Month - -
1 Year 34.36% 17.96%
3 Year 31.65% 23.61%
5 Year 27.21% 23.03%

Rolling Lumpsum Returns

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Axis Growth Opportunities Fund - Regular Plan - Growth
1 Year 20.37% 20.5%
3 Year 19.47% 20.38%
5 Year 21.86% 21.53%

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 16.61
Large Cap 38.96 41.59
Small Cap 23.55 6.65
Mid Cap 33.97 35.17

Sector Allocation

Scheme Name

HSBC Large & Mid Cap Fund - Regular Growth

Axis Growth Opportunities Fund - Regular Plan - Growth

Others 2.06 16.61
Energy 5.57 -
Capital Goods 31.27 -
Technology 5.96 -
Consumer Staples 1.63 -
Financial 14.06 -
Construction 11.81 1.65
Healthcare 5.11 -
Metals & Mining 0.66 -
Services 12.34 -
Automobile 4.66 -
Chemicals 0.05 -
Consumer Discretionary 3.81 -
Communication 1.01 -
Petroleum Products - 1.95
Electrical Equipment - 5.84
IT - Software - 6.43
IT - Services - 0.54
Finance - 4.73
Diversified FMCG - 1.77
Non - Ferrous Metals - 0.22
Banks - 9.9
Healthcare Services - 1.92
Pharmaceuticals & Biotechnology - 5.72
Leisure Services - 1.73
Aerospace & Defense - 1.86
Auto Components - 4.69
Cement & Cement Products - 0.37
Insurance - 1.89
Automobiles - 2.98
Personal Products - 0.88
Telecom - Services - 2.15
Capital Markets - 1.82
Industrial Products - 2.81
Beverages - 0.88
Realty - 3.12
Consumer Durables - 2.08
Chemicals & Petrochemicals - 2.41
Power - 6.48
Fertilizers & Agrochemicals - 1.81
Financial Technology (Fintech) - 0.58
Food Products - 0.02
Transport Services - 1.17
Retailing - 2.74
Industrial Manufacturing - 0.27

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