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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) | ₹28677 Cr | ₹3873 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 | 1.61 | 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 | 3.31% | 3.75% |
| 6 Month | -2.01% | -8.07% |
| 1 Year | 11.88% | 7.55% |
| 3 Year | 16.48% | 16.78% |
| 5 Year | 27.15% | 24.58% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.01% | -5.8% |
| 1 Year | -2.09% | -14.71% |
| 3 Year | 15.99% | 16.11% |
| 5 Year | 18.9% | 17.35% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.74% | 21.03% |
| 3 Year | 14.69% | 19.46% |
| 5 Year | 14.88% | 21.66% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.75% | 16.811% |
| Sharp | 0.65% | 0.444% |
| Beta | 0.84% | 0.981% |
| Alpha | 0.73% | 1.122% |
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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 | 7.11 | 1.85 |
| Large Cap | 40.15 | 44.97 |
| Small Cap | 16.88 | 12.89 |
| Mid Cap | 35.86 | 40.28 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 6.15 | 1.85 |
| Energy | 3.33 | 0.02 |
| Technology | 7.31 | 16.65 |
| Basic Materials | 13.6 | 1.65 |
| Industrials | 10 | 25.68 |
| Consumer Defensive | 5.56 | 0.41 |
| Financial Services | 26.38 | 22.6 |
| Healthcare | 10.94 | 7.54 |
| Consumer Cyclical | 11.6 | 16.84 |
| Communication Services | 3 | 1.52 |
| Utilities | 2.14 | 3.11 |
| Real Estate | - | 2.12 |
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