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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) ₹1723 Cr ₹1919 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 -1.58% 0.28%
6 Month 2.42% 5.01%
1 Year 1.84% 0.63%
3 Year 16.59% 14.34%
5 Year 16.05% 13.71%

SIP Return Analysis

Scheme Name Invesco India Largecap Fund - Growth HSBC Large Cap Fund - Regular Growth
6 Month 1.47% 3.21%
1 Year 13.5% 14.8%
3 Year 14.86% 12.97%
5 Year 14.69% 13.02%

Rolling Lumpsum Returns

Scheme Name Invesco India Largecap Fund - Growth HSBC Large Cap Fund - Regular Growth
1 Year 10.85% 14.7%
3 Year 13.27% 12.74%
5 Year 13.43% 12.6%

Risk Management

Scheme Name Invesco India Largecap Fund - Growth HSBC Large Cap Fund - Regular Growth
Standard Deviation 12.81% 12.13%
Sharp 0.8% 0.59%
Beta 1.05% 0.96%
Alpha 2.39% -0.11%

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 8.22 7.43
Large Cap 73.83 84.11
Mid Cap 9.58 6.24
Small Cap 8.37 2.22

Sector Allocation

Scheme Name

Invesco India Largecap Fund - Growth

HSBC Large Cap Fund - Regular Growth
Others 0.81 3.44
Technology 11.01 9.98
Industrials 16.39 10.36
Consumer Cyclical 16.6 15.41
Basic Materials 5.94 1.81
Healthcare 10.03 6.44
Energy 0 6.53
Consumer Defensive 2.58 7.11
Financial Services 29.25 33.97
Utilities 0.55 1.11
Real Estate 2.94 -
Communication Services 3.91 3.83

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