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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 | 2.34% | 2.34% | 3.25% |
| 6 Month | -1.87% | -1.87% | -4.36% |
| 1 Year | 5.66% | 5.66% | 4.54% |
| 3 Year | 14.4% | 14.4% | 14.5% |
| 5 Year | 21.37% | 21.37% | 19.46% |
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 | 2% | 2% | 0.51% |
| 1 Year | -2.63% | -2.63% | -4.23% |
| 3 Year | 14.41% | 14.41% | 14.03% |
| 5 Year | 15.76% | 15.76% | 14.55% |
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 | 0.42% | 0.42% | 0.369% |
| Beta | 0.97% | 0.97% | 0.998% |
| Alpha | 0.59% | 0.59% | -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 | 4.68 | 4.68 | 4.08 |
| Large Cap | 82.56 | 82.56 | 82.36 |
| Small Cap | 4.37 | 4.37 | 4.89 |
| Mid Cap | 8.38 | 8.38 | 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 | 4.68 | 4.68 | 1.48 |
| Energy | 5.29 | 5.29 | 6.28 |
| Industrials | 10.92 | 10.92 | 10.76 |
| Technology | 9.18 | 9.18 | 13.74 |
| Consumer Cyclical | 7.58 | 7.58 | 11.58 |
| Consumer Defensive | 5.85 | 5.85 | 6.13 |
| Basic Materials | 5.38 | 5.38 | 6.14 |
| Financial Services | 34.65 | 34.65 | 27.66 |
| Healthcare | 6.82 | 6.82 | 6.85 |
| Communication Services | 2.93 | 2.93 | 3.56 |
| Utilities | 5.89 | 5.89 | 3.81 |
| Real Estate | 0.84 | 0.84 | 2.04 |
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