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) | ₹1606 Cr | ₹1832 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 | 1.15% | 0.93% |
6 Month | 11.09% | 8.23% |
1 Year | 2.99% | -0.32% |
3 Year | 18.24% | 15.39% |
5 Year | 19.06% | 16.94% |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
6 Month | 3.75% | 2.95% |
1 Year | 16.32% | 10.55% |
3 Year | 17.34% | 13.32% |
5 Year | 16.28% | 13.39% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
1 Year | 11.04% | 15.07% |
3 Year | 13.14% | 12.65% |
5 Year | 13.29% | 12.52% |
Risk Management
Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.81% | 12.29% |
Sharp | 0.82% | 0.65% |
Beta | 1.03% | 0.96% |
Alpha | 2% | -0.06% |
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 | 7.51 | 5.5 |
Large Cap | 75.07 | 85.25 |
Mid Cap | 10.21 | 6.7 |
Small Cap | 7.21 | 2.56 |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
HSBC Large Cap Fund - Regular Growth |
---|---|---|
Others | 0.54 | 2.32 |
Energy | 3.82 | 5.94 |
Technology | 10.92 | 9.84 |
Consumer Cyclical | 17.59 | 16.81 |
Basic Materials | 6.29 | 2.42 |
Consumer Defensive | 4.95 | 4.31 |
Financial Services | 27.9 | 33.53 |
Industrials | 12.5 | 11.92 |
Utilities | 0.91 | 2.24 |
Healthcare | 7.85 | 7.07 |
Real Estate | 2.98 | - |
Communication Services | 3.75 | 3.61 |
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