HSBC Large Cap Fund vs Invesco India Largecap Fund compare
Invesco India Largecap Fund - Growth
HSBC Large Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Fund | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1555 Cr | ₹1849 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 21 Aug 2009 | 10 Dec 2002 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | 56% | 63% |
Expense Ratio | 2.09 | 2.13 |
Manager | Hiten Jain | Gautam Bhupal |
ISIN Code | INF205K01304 | INF336L01016 |
Exits Load | Data not available./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 | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
1 Month | 4.46% | 2.35% |
6 Month | 18.01% | 13.94% |
1 Year | 0.16% | -3.04% |
3 Year | 17.36% | 14.72% |
5 Year | 19.15% | 17.6% |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
6 Month | 4.88% | 3.43% |
1 Year | 13.33% | 7.4% |
3 Year | 17.18% | 13.15% |
5 Year | 16.1% | 13.23% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
1 Year | 11.13% | 15.34% |
3 Year | 13% | 12.6% |
5 Year | 13.19% | 12.44% |
Risk Management
Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.81% | 12.61% |
Sharp | 0.71% | 0.53% |
Beta | 1.03% | 0.96% |
Alpha | 2.19% | - |
Fund Managers
Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Name | Hiten Jain | Gautam Bhupal |
Total AUM | ₹4078 Cr | ₹25949 Cr |
Funds Managed | 4 | 13 |
Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
Market Cap
Scheme Name |
Invesco India Largecap Fund - Growth |
HSBC Large Cap Fund - Regular Growth |
---|---|---|
Others | 7.29 | 9.57 |
Large Cap | 76.15 | 81.39 |
Mid Cap | 9.73 | 6.75 |
Small Cap | 6.83 | 2.3 |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
HSBC Large Cap Fund - Regular Growth |
---|---|---|
Others | 1.33 | 6.15 |
Energy | 4.11 | 4.89 |
Technology | 10.78 | 9.06 |
Consumer Cyclical | 18.18 | 14.99 |
Basic Materials | 5.6 | 2.32 |
Consumer Defensive | 4.71 | 4.98 |
Financial Services | 28.26 | 34.48 |
Industrials | 11.85 | 9.43 |
Utilities | 0.99 | 2.89 |
Healthcare | 7.5 | 7.17 |
Real Estate | 2.82 | - |
Communication Services | 3.89 | 3.62 |
Top Comparisons
Aditya Birla Sun Life Savings Fund-Retail Growth
3Y Returns7.43%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.84%
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
Mirae Asset Multicap Fund - Regular (G)
3Y Returns0%
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option
3Y Returns16.4%
Nippon India Multi Asset Omni FOF - Regular Plan - Growth
3Y Returns20.06%
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns7.76%
Axis Strategic Bond Fund - Regular Plan - Growth Option
3Y Returns7.9%