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) | ₹1488 Cr | ₹1826 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 | 4.18% | 3.76% |
6 Month | 5.4% | 1.03% |
1 Year | 7.85% | 4.23% |
3 Year | 21.97% | 19.35% |
5 Year | 21.68% | 19.54% |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
6 Month | 12.01% | 8.23% |
1 Year | 15.34% | 7.02% |
3 Year | 20.65% | 15.95% |
5 Year | 18.41% | 15.33% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
1 Year | 11.31% | 15.61% |
3 Year | 12.87% | 12.53% |
5 Year | 13.11% | 12.36% |
Risk Management
Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.81% | 14.05% |
Sharp | 0.84% | 0.68% |
Beta | 1.01% | 0.99% |
Alpha | 1.93% | -0.44% |
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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 | 1.14 | 4.08 |
Large Cap | 82.84 | 82.36 |
Mid Cap | 8.66 | 8.66 |
Small Cap | 7.36 | 4.89 |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
HSBC Large Cap Fund - Regular Growth |
---|---|---|
Others | 1.14 | 1.48 |
Petroleum Products | 6.6 | - |
IT - Software | 9.97 | - |
Finance | 6.81 | - |
Consumer Durables | 4.62 | - |
Non - Ferrous Metals | 1.2 | - |
Banks | 23.39 | - |
Automobiles | 6.94 | - |
Aerospace & Defense | 2.04 | - |
Auto Components | 3.49 | - |
Ferrous Metals | 0.65 | - |
Power | 2.21 | - |
Electrical Equipment | 2.2 | - |
Transport Services | 0.75 | - |
Pharmaceuticals & Biotechnology | 4.28 | - |
Agricultural Food & other Products | 3.09 | - |
Beverages | 3.22 | - |
Healthcare Equipment & Supplies | 1.13 | - |
Food Products | 2.18 | - |
Telecom - Services | 4.2 | - |
Financial Technology (Fintech) | 0.51 | - |
Healthcare Services | 1.23 | - |
Industrial Products | 1.27 | - |
Chemicals & Petrochemicals | 1.95 | - |
Capital Markets | 1.02 | - |
Retailing | 2.92 | - |
Industrial Manufacturing | 0.99 | - |
Energy | - | 6.28 |
Technology | - | 13.74 |
Industrials | - | 10.76 |
Basic Materials | - | 6.14 |
Consumer Defensive | - | 6.13 |
Financial Services | - | 27.66 |
Healthcare | - | 6.85 |
Utilities | - | 3.81 |
Consumer Cyclical | - | 11.58 |
Real Estate | - | 2.04 |
Communication Services | - | 3.56 |
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