HSBC Large Cap Fund vs Tata Large Cap Fund compare
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
HSBC Large Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | HSBC Large Cap Fund - Regular Growth |
---|---|---|---|
Fund | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | HSBC Large Cap Fund - Regular Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹2408 Cr | ₹2408 Cr | ₹1828 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
Launch Date | 07 May 1998 | 07 May 1998 | 10 Dec 2002 |
Category | Large Cap | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | 20.36% | 20.36% | 63% |
Expense Ratio | 2.04 | 2.04 | 2.13 |
Manager | Kapil Malhotra | Kapil Malhotra | Gautam Bhupal |
ISIN Code | INF277K01931 | INF277K01931 | INF336L01016 |
Exits Load | Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large Cap 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 | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | HSBC Large Cap Fund - Regular Growth |
---|---|---|---|
1 Month | 5.56% | 5.56% | 5.59% |
6 Month | -3.04% | -3.04% | -5.18% |
1 Year | 6.56% | 6.56% | 6.82% |
3 Year | 15.51% | 15.51% | 16.06% |
5 Year | 22.34% | 22.34% | 20.44% |
SIP Return Analysis
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | HSBC Large Cap Fund - Regular Growth |
---|---|---|---|
6 Month | 1.28% | 1.28% | -0.3% |
1 Year | -3.68% | -3.68% | -5.79% |
3 Year | 12.91% | 12.91% | 12.35% |
5 Year | 14.54% | 14.54% | 13.27% |
Rolling Lumpsum Returns
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | HSBC Large Cap Fund - Regular Growth |
---|---|---|---|
1 Year | 13.34% | 13.34% | 16.04% |
3 Year | 13.25% | 13.25% | 12.53% |
5 Year | 13.65% | 13.65% | 12.28% |
Risk Management
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | HSBC Large Cap Fund - Regular Growth |
---|---|---|---|
Standard Deviation | 12.66% | 12.66% | 14.193% |
Sharp | 0.61% | 0.61% | 0.369% |
Beta | 0.97% | 0.97% | 0.998% |
Alpha | 0.6% | 0.6% | -0.734% |
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Fund Managers
Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | HSBC Large Cap Fund - Regular Growth |
---|---|---|---|
Name | Kapil Malhotra | Kapil Malhotra | Gautam Bhupal |
Total AUM | ₹18472 Cr | ₹18472 Cr | ₹25949 Cr |
Funds Managed | 7 | 7 | 13 |
Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | HSBC Large Cap Fund - Regular Growth |
Market Cap
Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
HSBC Large Cap Fund - Regular Growth |
---|---|---|---|
Others | 5.73 | 5.73 | 4.08 |
Large Cap | 82.46 | 82.46 | 82.36 |
Small Cap | 4.47 | 4.47 | 4.89 |
Mid Cap | 7.34 | 7.34 | 8.66 |
Sector Allocation
Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
HSBC Large Cap Fund - Regular Growth |
---|---|---|---|
Others | 5.73 | 5.73 | 1.48 |
Petroleum Products | 5.25 | 5.25 | - |
Electrical Equipment | 2 | 2 | - |
IT - Software | 6.52 | 6.52 | - |
Retailing | 0.87 | 0.87 | - |
Personal Products | 1.85 | 1.85 | - |
Construction | 3.86 | 3.86 | - |
Ferrous Metals | 3.09 | 3.09 | - |
Diversified FMCG | 2.03 | 2.03 | - |
Banks | 28.27 | 28.27 | - |
Pharmaceuticals & Biotechnology | 6.69 | 6.69 | - |
Cement & Cement Products | 2.84 | 2.84 | - |
Automobiles | 5.86 | 5.86 | - |
Telecom - Services | 2.95 | 2.95 | - |
Finance | 4.07 | 4.07 | - |
IT - Services | 0.83 | 0.83 | - |
Consumer Durables | 2.55 | 2.55 | - |
Agricultural Food & other Products | 1.73 | 1.73 | - |
Realty | 0.83 | 0.83 | - |
Leisure Services | 0.98 | 0.98 | - |
Transport Services | 0.83 | 0.83 | - |
Industrial Manufacturing | 0.62 | 0.62 | - |
Power | 5.4 | 5.4 | - |
Transport Infrastructure | 1.18 | 1.18 | - |
Auto Components | 1.07 | 1.07 | - |
Insurance | 2.1 | 2.1 | - |
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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