HSBC Equity Savings Fund vs Axis Equity Saver Fund compare

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tortoise-icon Axis Equity Saver Fund - Regular Plan - Growth

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tortoise-icon HSBC Equity Savings Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name Axis Equity Saver Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
Fund Axis Equity Saver Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹938 Cr ₹341 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 01 Aug 2015 01 Jan 2013
Category Equity Savings Equity Savings
Fund Type Open Ended Open Ended
Benchmark NIFTY Equity Savings TRI NIFTY Equity Savings TRI
Turn Over 34.8% 75%
Expense Ratio 2.28 1.51
Manager Hardik Shah Mahesh A Chhabria
ISIN Code INF846K01VO3 INF917K01AA5
Exits Load Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 months./365 Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month./365

Trailing Lumpsum Returns

Scheme Name Axis Equity Saver Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
1 Month 1.46% 1.3%
6 Month 8.45% 14.29%
1 Year 19.38% 26.28%
3 Year 9.09% 13.31%
5 Year 10.82% 13.7%

SIP Return Analysis

Scheme Name Axis Equity Saver Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
6 Month - -
1 Year 7.28% 11.7%
3 Year 17.31% 25.45%
5 Year 30.32% 42.82%

Rolling Lumpsum Returns

Scheme Name Axis Equity Saver Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
1 Year 10.3% 13.35%
3 Year 24.26% 33.28%
5 Year 32.86% 46.54%

Risk Management

Scheme Name Axis Equity Saver Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
Standard Deviation 5.7% 4.64%
Sharp 0.52% 1.25%
Beta 1.14% 0.78%
Alpha -0.71% 3.82%

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Fund Managers

Scheme Name Axis Equity Saver Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth
Name Hardik Shah Mahesh A Chhabria
Total AUM ₹0 Cr ₹15021 Cr
Fund Manage 12 9
Axis Equity Saver Fund - Regular Plan - Growth HSBC Equity Savings Fund - Regular Growth

Market Cap

Scheme Name

Axis Equity Saver Fund - Regular Plan - Growth

HSBC Equity Savings Fund - Regular Growth

Others 32.04 31.55
Large Cap 52.98 30.66
Mid Cap 5.52 18.54
Small Cap 4.15 19.25

Sector Allocation

Scheme Name

Axis Equity Saver Fund - Regular Plan - Growth

HSBC Equity Savings Fund - Regular Growth

Others 33.79 1.65
Financial 22.52 20.73
Technology 3.93 3.27
Services 0.11 9.17
Consumer Staples 1.47 4.31
Healthcare 1.64 0.15
Insurance 0.83 -
Energy 5.57 0.72
Consumer Discretionary 0.18 3.29
Communication 5.02 0.35
Metals & Mining -0.029999999999999 6.34
Automobile 2.93 0.09
Capital Goods 1.65 23.15
Chemicals -0.0099999999999999 2.13
Construction 2.35 8.61
Materials 0.93 2.54
Sovereign 11.81 13.5

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