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) | ₹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 | 0.08% | 0.64% |
| 6 Month | 5.49% | 4.67% |
| 1 Year | 9.74% | 5.93% |
| 3 Year | 17.24% | 14.35% |
| 5 Year | 17.73% | 15.06% |
SIP Return Analysis
| Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.45% | 2.4% |
| 1 Year | 14.41% | 10.63% |
| 3 Year | 16.02% | 12.58% |
| 5 Year | 15.39% | 12.82% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.99% | 14.9% |
| 3 Year | 13.23% | 12.72% |
| 5 Year | 13.38% | 12.57% |
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 | 8.24 | 5.02 |
| Large Cap | 75.19 | 85.35 |
| Mid Cap | 9.23 | 7.17 |
| Small Cap | 7.35 | 2.46 |
Sector Allocation
| Scheme Name |
Invesco India Largecap Fund - Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.1 | 1.07 |
| Energy | 1.31 | 6.28 |
| Technology | 10.17 | 9.59 |
| Industrials | 15.82 | 11.1 |
| Consumer Cyclical | 16.22 | 15.83 |
| Basic Materials | 6.41 | 1.89 |
| Consumer Defensive | 5.3 | 7.17 |
| Financial Services | 27.55 | 34.54 |
| Utilities | 0.73 | 1.78 |
| Healthcare | 8.34 | 6.94 |
| Real Estate | 3.14 | - |
| Communication Services | 3.9 | 3.8 |
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