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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) ₹1555 Cr ₹1849 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 4.46% 2.35%
6 Month 18.01% 13.94%
1 Year 0.16% -3.04%
3 Year 17.36% 14.72%
5 Year 19.15% 17.6%

SIP Return Analysis

Scheme Name Invesco India Largecap Fund - Growth HSBC Large Cap Fund - Regular Growth
6 Month 4.88% 3.43%
1 Year 13.33% 7.4%
3 Year 17.18% 13.15%
5 Year 16.1% 13.23%

Rolling Lumpsum Returns

Scheme Name Invesco India Largecap Fund - Growth HSBC Large Cap Fund - Regular Growth
1 Year 11.13% 15.34%
3 Year 13% 12.6%
5 Year 13.19% 12.44%

Risk Management

Scheme Name Invesco India Largecap Fund - Growth HSBC Large Cap Fund - Regular Growth
Standard Deviation 12.81% 12.61%
Sharp 0.71% 0.53%
Beta 1.03% 0.96%
Alpha 2.19% -

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 7.29 9.57
Large Cap 76.15 81.39
Mid Cap 9.73 6.75
Small Cap 6.83 2.3

Sector Allocation

Scheme Name

Invesco India Largecap Fund - Growth

HSBC Large Cap Fund - Regular Growth

Others 1.33 6.15
Energy 4.11 4.89
Technology 10.78 9.06
Consumer Cyclical 18.18 14.99
Basic Materials 5.6 2.32
Consumer Defensive 4.71 4.98
Financial Services 28.26 34.48
Industrials 11.85 9.43
Utilities 0.99 2.89
Healthcare 7.5 7.17
Real Estate 2.82 -
Communication Services 3.89 3.62

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