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) | ₹1606 Cr | ₹1832 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 | 3.26% | 3% |
| 6 Month | 8.03% | 6.34% |
| 1 Year | 6.34% | 2.25% |
| 3 Year | 17.12% | 14.21% |
| 5 Year | 19.26% | 17.26% |
SIP Return Analysis
| Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.21% | 0.36% |
| 1 Year | 8.34% | 4.96% |
| 3 Year | 14.08% | 10.78% |
| 5 Year | 14.32% | 11.89% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 11.04% | 15.07% |
| 3 Year | 13.14% | 12.65% |
| 5 Year | 13.29% | 12.52% |
Risk Management
| Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.81% | 12.29% |
| Sharp | 0.82% | 0.65% |
| Beta | 1.03% | 0.96% |
| Alpha | 2% | -0.06% |
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 | 7.51 | 5.5 |
| Large Cap | 75.07 | 85.25 |
| Mid Cap | 10.21 | 6.7 |
| Small Cap | 7.21 | 2.56 |
Sector Allocation
| Scheme Name |
Invesco India Largecap Fund - Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 0.54 | 2.32 |
| Energy | 3.82 | 5.94 |
| Technology | 10.92 | 9.84 |
| Consumer Cyclical | 17.59 | 16.81 |
| Basic Materials | 6.29 | 2.42 |
| Consumer Defensive | 4.95 | 4.31 |
| Financial Services | 27.9 | 33.53 |
| Industrials | 12.5 | 11.92 |
| Utilities | 0.91 | 2.24 |
| Healthcare | 7.85 | 7.07 |
| Real Estate | 2.98 | - |
| Communication Services | 3.75 | 3.61 |
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