HSBC Large Cap Fund vs Aditya Birla Sun Life Frontline Equity Fund compare
Aditya Birla Sun Life Large Cap Fund-Growth
HSBC Large Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Fund | Aditya Birla Sun Life Large Cap Fund-Growth | HSBC Large Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Average | Very High |
Asset Size (Cr) | ₹30235 Cr | ₹1849 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹1000 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 30 Aug 2002 | 10 Dec 2002 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | 45% | 63% |
Expense Ratio | 1.65 | 2.13 |
Manager | Dhaval Joshi | Gautam Bhupal |
ISIN Code | INF209K01BR9 | INF336L01016 |
Exits Load | Aditya Birla Sun Life Frontline Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | HSBC Large Cap 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 | Aditya Birla Sun Life Large Cap Fund-Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
1 Month | 0.35% | 1.06% |
6 Month | 11.31% | 10.07% |
1 Year | 2.39% | -0.66% |
3 Year | 15.26% | 14.26% |
5 Year | 19.49% | 17.68% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
6 Month | 2.93% | 3.58% |
1 Year | 5.77% | 2.95% |
3 Year | 14.13% | 12.71% |
5 Year | 14.67% | 13.19% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
1 Year | 17.99% | 15.34% |
3 Year | 15.49% | 12.6% |
5 Year | 15.13% | 12.44% |
Risk Management
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.64% | 12.62% |
Sharp | 0.85% | 0.64% |
Beta | 0.93% | 0.96% |
Alpha | 1.78% | -0.36% |
Fund Managers
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Name | Dhaval Joshi | Gautam Bhupal |
Total AUM | ₹361932 Cr | ₹25949 Cr |
Funds Managed | 55 | 13 |
Aditya Birla Sun Life Large Cap Fund-Growth | HSBC Large Cap Fund - Regular Growth |
Market Cap
Scheme Name |
Aditya Birla Sun Life Large Cap Fund-Growth |
HSBC Large Cap Fund - Regular Growth |
---|---|---|
Others | 7.15 | 7.38 |
Large Cap | 81.14 | 84.16 |
Mid Cap | 3.75 | 6.43 |
Small Cap | 7.96 | 2.03 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Large Cap Fund-Growth |
HSBC Large Cap Fund - Regular Growth |
---|---|---|
Others | 4.23 | 2.84 |
Communication Services | 4.45 | 3.73 |
Energy | 5.82 | 4.77 |
Industrials | 9.8 | 9.05 |
Technology | 8.07 | 10.28 |
Consumer Cyclical | 11.56 | 15.77 |
Basic Materials | 4.96 | 3.79 |
Consumer Defensive | 7.1 | 4.56 |
Financial Services | 34.3 | 34.85 |
Healthcare | 5.91 | 6.72 |
Utilities | 2.43 | 3.63 |
Real Estate | 1.36 | - |
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