HSBC Large Cap Fund vs SBI Blue Chip Fund compare
SBI Large Cap Fund-Regular Plan Growth
HSBC Large Cap Fund - Regular Growth
Chart Comparison
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) | ₹54688 Cr | ₹1893 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 | 1.37% | 1.48% |
| 6 Month | 4.64% | 6.05% |
| 1 Year | 7.23% | 3.34% |
| 3 Year | 14.02% | 14.27% |
| 5 Year | 16.39% | 15.27% |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.24% | 2.33% |
| 1 Year | 12.25% | 10.9% |
| 3 Year | 13.04% | 12.93% |
| 5 Year | 13.55% | 13.18% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.44% | 14.85% |
| 3 Year | 12.73% | 12.73% |
| 5 Year | 13.73% | 12.59% |
Risk Management
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.31% | 12.17% |
| Sharp | 0.72% | 0.62% |
| Beta | 0.88% | 0.95% |
| Alpha | 0.55% | -0.37% |
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 | 5.27 | 5.02 |
| Large Cap | 82.12 | 85.35 |
| Small Cap | 1.27 | 2.46 |
| Mid Cap | 11.34 | 7.17 |
Sector Allocation
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 5.26 | 1.07 |
| Energy | 7.88 | 6.28 |
| Technology | 5.66 | 9.59 |
| Industrials | 7.47 | 11.1 |
| Basic Materials | 11.22 | 1.89 |
| Consumer Cyclical | 13.39 | 15.83 |
| Consumer Defensive | 8.9 | 7.17 |
| Financial Services | 30.57 | 34.54 |
| Healthcare | 5.94 | 6.94 |
| Utilities | 0.97 | 1.78 |
| Communication Services | 2.74 | 3.8 |
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