HSBC Large & Mid Cap Fund vs SBI Large & MIDCap Fund compare

HSBC Large & Mid Cap Fund vs SBI Large & MIDCap Fund compare

Link copied to clipboard!

SBI Large & MIDCap Fund- Regular Plan -Growth

Invest Now

HSBC Large & Mid Cap Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
Fund	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹33248 Cr	₹4314 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	25 May 2005	03 Apr 2019
Category	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI
Turn Over	25%	68%
Expense Ratio	1.6	1.91
Manager	Pradeep Kesavan	Cheenu Gupta
ISIN Code	INF200K01305	INF336L01NY9
Exits Load	SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365	HSBC Large & Midcap 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 & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
1 Month	2.75%	4.94%
6 Month	15.55%	24.45%
1 Year	1.81%	-0.53%
3 Year	17.47%	20.73%
5 Year	23.45%	22.43%

SIP Return Analysis

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
6 Month	4.44%	7.45%
1 Year	13.4%	14.92%
3 Year	16.71%	20.03%
5 Year	17.79%	18.66%

Rolling Lumpsum Returns

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
1 Year	14.21%	18.59%
3 Year	15%	19.45%
5 Year	15.04%	22.51%

Risk Management

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation	11.75%	15.89%
Sharp	0.92%	0.75%
Beta	0.79%	0.98%
Alpha	1.68%	4.87%

Fund Managers

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
Name	Pradeep Kesavan	Cheenu Gupta
Total AUM	₹434274 Cr	₹0 Cr
Funds Managed	43	9
	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth

Market Cap

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
Others	7.29	7.93
Large Cap	37.66	43.35
Small Cap	16.4	10.48
Mid Cap	38.65	38.25

Sector Allocation

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
Others	5.76	1.21
Energy	3.1	0.02
Technology	4.42	8.74
Basic Materials	17.1	1.09
Industrials	9.46	24.44
Financial Services	24.54	28.58
Consumer Defensive	6.49	1.76
Healthcare	12.04	9.77
Consumer Cyclical	14.54	19.07
Communication Services	1.08	3.26
Utilities	1.47	1.96
Real Estate	-	0.09

Top Comparisons

HDFC Infrastructure Fund - Growth Plan

3Y Returns27.51%

VS

BANDHAN Infrastructure Fund - Regular Plan - Growth

3Y Returns26.47%

Compare Now

Kotak Healthcare Fund - Regular (G)

3Y Returns0%

VS

Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

3Y Returns23.23%

Compare Now

Sundaram Short Duration Fund Regular Growth

3Y Returns7.36%

VS

Mirae Asset Short Duration Fund- Regular Plan -Growth

3Y Returns7.03%

Compare Now

SBI Midcap Fund - Regular Plan - Growth

3Y Returns15.04%

VS

Sundaram Mid Cap Fund Regular Plan - Growth

3Y Returns22.84%

Compare Now

Popup Image

Register for Exclusive Access!

OR

Add to Cart Successfully