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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
Overview
| 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) | ₹968 Cr | ₹646 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 14 Aug 2015 | 18 Oct 2011 |
| 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 | 2.26 | 1.51 |
| Manager | Hardik Shah | Mahesh A Chhabria |
| ISIN Code | INF846K01VO3 | INF917K01AA5 |
| Exits Load | Axis Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | HSBC Equity Savings Fund - Growth charges 0.5% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.16% | 1.99% |
| 6 Month | 1.26% | -2.42% |
| 1 Year | 8.53% | 7.19% |
| 3 Year | 9.78% | 11.15% |
| 5 Year | 11.9% | 14.62% |
SIP Return Analysis
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.18% | -2.19% |
| 1 Year | 3.32% | -2.75% |
| 3 Year | 10.09% | 11.46% |
| 5 Year | 9.58% | 11.65% |
Rolling Lumpsum Returns
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| 1 Year | 8.85% | 8.17% |
| 3 Year | 8.69% | 9.36% |
| 5 Year | 8.9% | 8.3% |
Risk Management
| Scheme Name | Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 5.953% | 7.536% |
| Sharp | 0.249% | 0.463% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
| Funds Managed | 12 | 9 |
| Axis Equity Savings Fund - Regular Plan - Growth | HSBC Equity Savings Fund - Regular Growth |
Market Cap
| Scheme Name |
Axis Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 31.59 | 30.31 |
| Large Cap | 54.98 | 30.87 |
| Small Cap | 6.67 | 10.93 |
| Mid Cap | 6.77 | 27.88 |
Sector Allocation
| Scheme Name |
Axis Equity Savings Fund - Regular Plan - Growth |
HSBC Equity Savings Fund - Regular Growth |
|---|---|---|
| Others | 30.3 | 30.31 |
| Energy | 9.33 | 2.24 |
| Industrials | 6.57 | 11.69 |
| Technology | 6.7 | 6.08 |
| Consumer Cyclical | 5.6 | 9.62 |
| Basic Materials | 6.07 | 1.25 |
| Healthcare | 5.21 | 1.82 |
| Financial Services | 21.62 | 35.89 |
| Consumer Defensive | 3.73 | 0.02 |
| Utilities | 1.53 | 1.03 |
| Real Estate | 0.76 | 0.04 |
| Communication Services | 2.59 | - |
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