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) | ₹29867 Cr | ₹1829 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 | 0.91% | 0.9% |
6 Month | 8.35% | 7.77% |
1 Year | 2.88% | -0.34% |
3 Year | 16.73% | 15.74% |
5 Year | 19.58% | 17.16% |
SIP Return Analysis
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
6 Month | 2.54% | 2.95% |
1 Year | 13.33% | 10.55% |
3 Year | 14.93% | 13.32% |
5 Year | 14.89% | 13.39% |
Rolling Lumpsum Returns
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
1 Year | 17.8% | 15.07% |
3 Year | 15.45% | 12.65% |
5 Year | 15.17% | 12.52% |
Risk Management
Scheme Name | Aditya Birla Sun Life Large Cap Fund-Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.64% | 12.29% |
Sharp | 0.79% | 0.65% |
Beta | 0.94% | 0.96% |
Alpha | 1.23% | -0.06% |
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 | 7.25 | 5.5 |
Large Cap | 81.86 | 85.25 |
Mid Cap | 3.6 | 6.7 |
Small Cap | 7.29 | 2.56 |
Sector Allocation
Scheme Name |
Aditya Birla Sun Life Large Cap Fund-Growth |
HSBC Large Cap Fund - Regular Growth |
---|---|---|
Others | 4.44 | 2.32 |
Communication Services | 4.65 | 3.61 |
Energy | 5.23 | 5.94 |
Industrials | 9.02 | 11.92 |
Technology | 8.3 | 9.84 |
Consumer Cyclical | 13.27 | 16.81 |
Basic Materials | 4.94 | 2.42 |
Consumer Defensive | 7.37 | 4.31 |
Financial Services | 33.81 | 33.53 |
Healthcare | 5.41 | 7.07 |
Utilities | 2.29 | 2.24 |
Real Estate | 1.27 | - |
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