Invesco India Largecap Fund vs HSBC Large Cap Fund compare
Invesco India Largecap Fund - Growth
HSBC Large Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Fund | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹1718 Cr | ₹1912 Cr |
| Min Investment | ₹1000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 21 Aug 2009 | 10 Dec 2002 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 56% | 63% |
| Expense Ratio | 2.09 | 2.13 |
| Manager | Hiten Jain | Gautam Bhupal |
| ISIN Code | INF205K01304 | INF336L01016 |
| Exits Load | Data not available./365 | HSBC Large Cap 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 | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -3.17% | -1.36% |
| 6 Month | -1.02% | 3.22% |
| 1 Year | 5.63% | 6.21% |
| 3 Year | 16.73% | 14.97% |
| 5 Year | 14.31% | 12.02% |
SIP Return Analysis
| Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.77% | 2.31% |
| 1 Year | 7.56% | 12.56% |
| 3 Year | 12.61% | 12.03% |
| 5 Year | 13.58% | 12.68% |
Rolling Lumpsum Returns
| Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 10.75% | 14.63% |
| 3 Year | 13.35% | 12.77% |
| 5 Year | 13.48% | 12.64% |
Risk Management
| Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.81% | 12.72% |
| Sharp | 0.85% | 0.78% |
| Beta | 1.05% | 0.93% |
| Alpha | 1.84% | 0.92% |
Fund Managers
| Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Name | Hiten Jain | Gautam Bhupal |
| Total AUM | ₹4078 Cr | ₹25949 Cr |
| Funds Managed | 4 | 13 |
| Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Invesco India Largecap Fund - Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 15.25 | 10.66 |
| Large Cap | 68.74 | 80.47 |
| Mid Cap | 8.79 | 6.76 |
| Small Cap | 7.23 | 2.11 |
Sector Allocation
| Scheme Name |
Invesco India Largecap Fund - Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 0.57 | 4.58 |
| Technology | 10.58 | 10.32 |
| Industrials | 16.65 | 10.26 |
| Consumer Cyclical | 15.48 | 15.03 |
| Basic Materials | 5.09 | 1.85 |
| Healthcare | 9.3 | 6.94 |
| Consumer Defensive | 1 | 4.62 |
| Financial Services | 35.49 | 34.86 |
| Utilities | 0.55 | 1.12 |
| Real Estate | 1.34 | - |
| Communication Services | 3.93 | 3.85 |
| Energy | - | 6.57 |
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