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 | 0.14% | 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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