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HSBC Large & Mid Cap Fund vs SBI Large & MIDCap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
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) | ₹33031 Cr | ₹4365 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 | -2.5% | -1.83% |
| 6 Month | 6.36% | 5.7% |
| 1 Year | 5.05% | 2.49% |
| 3 Year | 18.13% | 19.2% |
| 5 Year | 23.89% | 22.26% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 7.79% | 7.04% |
| 1 Year | 12.45% | 2.83% |
| 3 Year | 17.81% | 17.85% |
| 5 Year | 18.93% | 17.73% |
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% | 15.88% |
| Sharp | 1.34% | 0.82% |
| Beta | 0.81% | 0.98% |
| Alpha | 1.71% | 3.83% |
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 | 5.9 | 7.39 |
| Large Cap | 41.23 | 44.12 |
| Small Cap | 15.79 | 9.84 |
| Mid Cap | 37.08 | 38.64 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.4 | 1.95 |
| Energy | 3.45 | 0.02 |
| Technology | 4.72 | 8.33 |
| Basic Materials | 16.52 | 2.13 |
| Industrials | 9.61 | 22.34 |
| Financial Services | 28.71 | 30.09 |
| Consumer Defensive | 5.41 | 1.71 |
| Healthcare | 10.28 | 9.39 |
| Consumer Cyclical | 13.35 | 18.57 |
| Communication Services | 1.79 | 3.38 |
| Utilities | 1.76 | 2 |
| Real Estate | - | 0.09 |
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