HSBC Large Cap Fund vs SBI Blue Chip Fund compare

HSBC Large Cap Fund vs SBI Blue Chip Fund compare

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SBI Large Cap Fund-Regular Plan Growth

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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	SBI Large Cap Fund-Regular Plan Growth	HSBC Large Cap Fund - Regular Growth
Fund	SBI Large Cap Fund-Regular Plan Growth	HSBC Large Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Average	Very High
Asset Size (Cr)	₹55879 Cr	₹1912 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	14 Feb 2006	10 Dec 2002
Category	Large Cap	Large Cap
Fund Type	Open Ended	Open Ended
Benchmark	BSE 100 TRI	NIFTY 100 TRI
Turn Over	15%	63%
Expense Ratio	1.5	2.13
Manager	Pradeep Kesavan	Gautam Bhupal
ISIN Code	INF200K01180	INF336L01016
Exits Load	SBI Blue Chip Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./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	SBI Large Cap Fund-Regular Plan Growth	HSBC Large Cap Fund - Regular Growth
1 Month	-1.8%	-1.36%
6 Month	1.46%	3.22%
1 Year	8.55%	6.21%
3 Year	13.84%	14.97%
5 Year	13.17%	12.02%

SIP Return Analysis

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	HSBC Large Cap Fund - Regular Growth
6 Month	1.73%	2.31%
1 Year	11.11%	12.56%
3 Year	11.86%	12.03%
5 Year	12.71%	12.68%

Rolling Lumpsum Returns

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	HSBC Large Cap Fund - Regular Growth
1 Year	12.27%	14.63%
3 Year	12.83%	12.77%
5 Year	13.8%	12.64%

Risk Management

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	HSBC Large Cap Fund - Regular Growth
Standard Deviation	11.31%	12.72%
Sharp	0.8%	0.78%
Beta	0.88%	0.93%
Alpha	0.85%	0.92%

Fund Managers

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	HSBC Large Cap Fund - Regular Growth
Name	Pradeep Kesavan	Gautam Bhupal
Total AUM	₹434274 Cr	₹25949 Cr
Funds Managed	43	13
	SBI Large Cap Fund-Regular Plan Growth	HSBC Large Cap Fund - Regular Growth

Market Cap

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	HSBC Large Cap Fund - Regular Growth
Others	8.95	10.66
Large Cap	79.55	80.47
Small Cap	1.15	2.11
Mid Cap	10.34	6.76

Sector Allocation

Scheme Name	SBI Large Cap Fund-Regular Plan Growth	HSBC Large Cap Fund - Regular Growth
Others	4.28	4.58
Energy	6.96	6.57
Technology	5.73	10.32
Industrials	7.61	10.26
Basic Materials	10.97	1.85
Consumer Cyclical	13.87	15.03
Consumer Defensive	8.64	4.62
Financial Services	32.78	34.86
Healthcare	5.51	6.94
Utilities	0.89	1.12
Communication Services	2.75	3.85

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