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) | ₹1558 Cr | ₹1888 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 | 1.75% | 1.91% |
6 Month | 7.54% | 4.01% |
1 Year | 3.22% | -0.02% |
3 Year | 20.17% | 17.51% |
5 Year | 20.15% | 18.14% |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
6 Month | 8.47% | 6.04% |
1 Year | 10.32% | 4.22% |
3 Year | 18.21% | 14.09% |
5 Year | 17.02% | 14.17% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
1 Year | 11.31% | 15.61% |
3 Year | 12.87% | 12.53% |
5 Year | 13.11% | 12.36% |
Risk Management
Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.81% | 13.65% |
Sharp | 1.1% | 0.90% |
Beta | 1.01% | 0.99% |
Alpha | 2.13% | -0.56% |
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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 | 7.37 | 9.68 |
Large Cap | 77.28 | 81.48 |
Mid Cap | 8.36 | 6.88 |
Small Cap | 6.99 | 1.96 |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
HSBC Large Cap Fund - Regular Growth |
---|---|---|
Others | 1.29 | 6.18 |
Energy | 6.18 | 3.89 |
Technology | 11.8 | 10.19 |
Consumer Cyclical | 17.75 | 14.1 |
Basic Materials | 2.57 | 3.69 |
Financial Services | 30.78 | 35.19 |
Industrials | 9.37 | 7.92 |
Utilities | 2.1 | 2.93 |
Healthcare | 6.67 | 6.92 |
Consumer Defensive | 5.23 | 5.42 |
Real Estate | 2.12 | - |
Communication Services | 4.13 | 3.56 |
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