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HSBC Large Cap Fund vs Invesco India Largecap Fund compare

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tortoise-icon Invesco India Largecap Fund - Growth

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tortoise-icon HSBC Large Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹1686 Cr ₹1893 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 0.14% 1.09%
6 Month 4.92% 6.63%
1 Year 2.96% 0.79%
3 Year 16.22% 13.57%
5 Year 17.04% 14.63%

SIP Return Analysis

Scheme Name Invesco India Largecap Fund - Growth HSBC Large Cap Fund - Regular Growth
6 Month 3.48% 3.85%
1 Year 16.64% 14.32%
3 Year 16.44% 13.43%
5 Year 15.69% 13.44%

Rolling Lumpsum Returns

Scheme Name Invesco India Largecap Fund - Growth HSBC Large Cap Fund - Regular Growth
1 Year 10.91% 14.79%
3 Year 13.25% 12.73%
5 Year 13.4% 12.59%

Risk Management

Scheme Name Invesco India Largecap Fund - Growth HSBC Large Cap Fund - Regular Growth
Standard Deviation 12.81% 12.17%
Sharp 0.82% 0.62%
Beta 1.04% 0.95%
Alpha 2.09% -0.37%

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 1.11 5.02
Large Cap 81.33 85.35
Mid Cap 9.81 7.17
Small Cap 7.75 2.46

Sector Allocation

Scheme Name

Invesco India Largecap Fund - Growth

HSBC Large Cap Fund - Regular Growth

Others 1.11 1.07
IT - Software 9.36 -
Construction 3.3 -
Retailing 4.48 -
Consumer Durables 5.94 -
Petroleum Products 1.31 -
Diversified FMCG 2.63 -
Non - Ferrous Metals 0.91 -
Banks 17.44 -
Automobiles 7.18 -
Aerospace & Defense 2 -
Electrical Equipment 3.37 -
Auto Components 3.25 -
Ferrous Metals 2.6 -
Power 0.73 -
Finance 6.81 -
Transport Services 3.45 -
Pharmaceuticals & Biotechnology 3.66 -
Healthcare Equipment & Supplies 1.95 -
Food Products 2.67 -
Realty 3.14 -
Telecom - Services 3.9 -
Financial Technology (Fintech) 0.81 -
Healthcare Services 2.74 -
Industrial Products 1.12 -
Chemicals & Petrochemicals 1.26 -
Capital Markets 2.48 -
Industrial Manufacturing 0.4 -
Energy - 6.28
Industrials - 11.1
Technology - 9.59
Consumer Cyclical - 15.83
Consumer Defensive - 7.17
Financial Services - 34.54
Healthcare - 6.94
Communication Services - 3.8
Basic Materials - 1.89
Utilities - 1.78

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