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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) | ₹35514 Cr | ₹4613 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 | 2.57% | 0.13% |
| 6 Month | 7.6% | 8.42% |
| 1 Year | 11.31% | 6.75% |
| 3 Year | 17.48% | 20.93% |
| 5 Year | 21.9% | 20.07% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.01% | 2.48% |
| 1 Year | 18.05% | 15.15% |
| 3 Year | 16.89% | 17.87% |
| 5 Year | 17.43% | 17.43% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.77% | 16.61% |
| 3 Year | 15.22% | 19.52% |
| 5 Year | 15.14% | 22.34% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.75% | 15.66% |
| Sharp | 0.91% | 0.84% |
| Beta | 0.81% | 1.00% |
| Alpha | 0.06% | 1.09% |
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 | 6.03 | 12.95 |
| Large Cap | 38.05 | 37.68 |
| Mid Cap | 40.72 | 35 |
| Small Cap | 15.2 | 14.36 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.8 | 3.79 |
| Energy | 4.43 | 0.02 |
| Technology | 4.94 | 10.75 |
| Basic Materials | 17.12 | 0.22 |
| Consumer Defensive | 6.55 | 1.56 |
| Industrials | 9.49 | 21.2 |
| Financial Services | 24.85 | 30.25 |
| Healthcare | 11.94 | 8.73 |
| Consumer Cyclical | 13.97 | 19.43 |
| Communication Services | 1.45 | 3.93 |
| Utilities | 1.47 | 0.11 |
| Real Estate | - | 0 |
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