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) | ₹1528 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 | -0.23% | 1.12% |
6 Month | 13.06% | 8.51% |
1 Year | 1.72% | -0.63% |
3 Year | 16.18% | 14.04% |
5 Year | 18.84% | 17.42% |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
6 Month | 3.05% | 3.58% |
1 Year | 4.39% | 2.95% |
3 Year | 15.31% | 12.71% |
5 Year | 15.21% | 13.19% |
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% | 12.62% |
Sharp | 0.82% | 0.64% |
Beta | 1.03% | 0.96% |
Alpha | 1.81% | -0.36% |
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 | 7.38 |
Large Cap | 77.74 | 84.16 |
Mid Cap | 8.4 | 6.43 |
Small Cap | 6.57 | 2.03 |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
HSBC Large Cap Fund - Regular Growth |
---|---|---|
Others | 1.54 | 2.84 |
Energy | 5.98 | 4.77 |
Technology | 11.09 | 10.28 |
Consumer Cyclical | 17.32 | 15.77 |
Basic Materials | 4.17 | 3.79 |
Consumer Defensive | 4.16 | 4.56 |
Financial Services | 30.68 | 34.85 |
Industrials | 10.1 | 9.05 |
Utilities | 1.49 | 3.63 |
Healthcare | 6.62 | 6.72 |
Real Estate | 2.85 | - |
Communication Services | 4.01 | 3.73 |
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