HSBC Equity Savings Fund vs Axis Equity Saver Fund compare
Axis Equity Savings Fund - Regular Plan - Growth
HSBC Equity Savings Fund - Regular Growth
Chart Comparison
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Fund | Axis Equity Savings 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 | 08 Jan 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 |
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | -0.28% | 0.22% |
| 6 Month | 5.15% | 7.91% |
| 1 Year | 15.53% | 22.05% |
| 3 Year | 8% | 12.61% |
| 5 Year | 9.92% | 13.06% |
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | - | - |
| 3 Year | - | - |
| 5 Year | - | - |
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.75% | 8% |
| 3 Year | 8.73% | 9.28% |
| 5 Year | 8.82% | 8.14% |
| Scheme Name | Axis Equity Savings 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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| Scheme Name | Axis Equity Savings 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 Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
| Scheme Name |
Axis Equity Savings 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 |
| Scheme Name |
Axis Equity Savings 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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