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) | ₹1301 Cr | ₹1828 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 | 2.66% | 0.62% |
6 Month | 1.3% | -2.26% |
1 Year | 9.19% | 5.77% |
3 Year | 18.93% | 17.07% |
5 Year | 23.01% | 21.55% |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
6 Month | 6.49% | 3.81% |
1 Year | 6.7% | 1.6% |
3 Year | 18.82% | 15.17% |
5 Year | 17.46% | 14.91% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
1 Year | 11.6% | 16.04% |
3 Year | 12.85% | 12.53% |
5 Year | 12.99% | 12.28% |
Risk Management
Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.81% | 14.193% |
Sharp | 0.66% | 0.369% |
Beta | 1.01% | 0.998% |
Alpha | 1.61% | -0.734% |
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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 | 0.98 | 4.08 |
Large Cap | 84.3 | 82.36 |
Mid Cap | 8.66 | 8.66 |
Small Cap | 6.06 | 4.89 |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
HSBC Large Cap Fund - Regular Growth |
---|---|---|
Others | 0.98 | 1.48 |
Petroleum Products | 6.4 | - |
IT - Software | 9.75 | - |
Finance | 7.37 | - |
Consumer Durables | 4.75 | - |
Non - Ferrous Metals | 0.41 | - |
Banks | 24.07 | - |
Automobiles | 6.38 | - |
Aerospace & Defense | 2.22 | - |
Auto Components | 3.97 | - |
Ferrous Metals | 0.77 | - |
Power | 2.37 | - |
Electrical Equipment | 1.9 | - |
Transport Services | 0.63 | - |
Pharmaceuticals & Biotechnology | 3.85 | - |
Agricultural Food & other Products | 2.88 | - |
Beverages | 3.55 | - |
Healthcare Equipment & Supplies | 1.06 | - |
Food Products | 2.44 | - |
Telecom - Services | 4.37 | - |
Financial Technology (Fintech) | 0.54 | - |
Healthcare Services | 1.25 | - |
Industrial Products | 1.61 | - |
Chemicals & Petrochemicals | 2.04 | - |
Capital Markets | 0.45 | - |
Retailing | 2.88 | - |
Industrial Manufacturing | 1.11 | - |
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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