HSBC Flexi Cap Fund vs Axis Flexi Cap Fund compare

Overview

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Fund	HSBC Flexi Cap Fund - Regular Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹4943 Cr	₹12666 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	24 Feb 2004	24 Nov 2017
Category	Flexi Cap	Flexi Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	27%	30%
Expense Ratio	1.93	1.72
Manager	Venugopal Manghat	Shreyash Devalkar
ISIN Code	INF336L01AF5	INF846K01B51
Exits Load	HSBC Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Axis Flexi Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Axis Flexi Cap Fund - Regular Plan - Growth
1 Month	-6.71%	-6.29%
6 Month	-3.21%	-2.9%
1 Year	17.6%	14.52%
3 Year	14.17%	8.16%
5 Year	17.95%	13.86%

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Axis Flexi Cap Fund - Regular Plan - Growth
6 Month	-	-
1 Year	6.82%	5.77%
3 Year	22.06%	15.53%
5 Year	21.42%	15.14%

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Axis Flexi Cap Fund - Regular Plan - Growth
1 Year	15.55%	11.73%
3 Year	12.7%	14.47%
5 Year	13.61%	13.76%

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Standard Deviation	11.4%	13.16%
Sharp	1.08%	0.59%
Beta	0.95%	0.94%
Alpha	1.39%	-4.77%

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Name	Venugopal Manghat	Shreyash Devalkar
Total AUM	₹41442 Cr	₹166770 Cr
Fund Manage	7	14
	HSBC Flexi Cap Fund - Regular Growth	Axis Flexi Cap Fund - Regular Plan - Growth

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Others	2.69	5.78
Large Cap	51.59	64.03
Small Cap	23.51	13.33
Mid Cap	22.21	16.83

Scheme Name	HSBC Flexi Cap Fund - Regular Growth	Axis Flexi Cap Fund - Regular Plan - Growth
Others	2.69	5.78
Petroleum Products	2.87	-
Electrical Equipment	4.44	3.21
IT - Software	10.94	5.92
Construction	3.08	-
Retailing	4.36	7.71
Diversified FMCG	2.42	-
Insurance	0.77	-
Banks	14.12	16.37
Pharmaceuticals & Biotechnology	4.36	3.7
Aerospace & Defense	2.41	3.99
Chemicals & Petrochemicals	1.4	2.42
Industrial Products	2.41	2.44
Realty	1.31	4.24
Automobiles	2.89	5.79
Personal Products	1.34	-
Capital Markets	3.61	-
Finance	5.78	7.76
Power	2.47	3.88
Beverages	2.25	1.86
Gas	1.22	-
Ferrous Metals	1.76	-
Consumer Durables	3.04	3.25
Oil	0.91	-
Cement & Cement Products	2.06	2.79
Telecom - Services	2.65	4.18
Healthcare Services	1.42	3.58
Financial Technology (Fintech)	1.28	1.77
Industrial Manufacturing	2.23	1.23
Fertilizers & Agrochemicals	1.42	-
Textiles & Apparels	0.77	-
Auto Components	2.75	4.1
Leisure Services	0.93	1.17
Transport Infrastructure	0.79	-
Paper, Forest & Jute Products	0.85	-
Food Products	-	0.7
Transport Services	-	2.13