HSBC Large Cap Fund vs Tata Large Cap Fund compare

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Tata Large Cap Fund -Regular Plan - Growth Option

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Tata Large Cap Fund -Regular Plan - Growth Option

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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	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

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%

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%

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%

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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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

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

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