ITI Large Cap Fund Regular vs HSBC Large Cap Fund compare
ITI Large Cap Fund Regular - Growth
HSBC Large Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | ITI Large Cap Fund Regular - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Fund | ITI Large Cap Fund Regular - Growth | HSBC Large Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹528 Cr | ₹1912 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 24 Dec 2020 | 10 Dec 2002 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | % | 63% |
| Expense Ratio | 2.37 | 2.13 |
| Manager | Rohan Korde | Gautam Bhupal |
| ISIN Code | INF00XX01770 | INF336L01016 |
| Exits Load | ITI Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./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 | ITI Large Cap Fund Regular - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -3.37% | -1.46% |
| 6 Month | 0.16% | 3.99% |
| 1 Year | 8.39% | 10.32% |
| 3 Year | 13.79% | 16.22% |
| 5 Year | 11.33% | 13.34% |
SIP Return Analysis
| Scheme Name | ITI Large Cap Fund Regular - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -3.7% | -0.73% |
| 1 Year | -2.95% | 5.11% |
| 3 Year | 6.54% | 10.06% |
| 5 Year | 9.16% | 11.68% |
Rolling Lumpsum Returns
| Scheme Name | ITI Large Cap Fund Regular - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.14% | 14.63% |
| 3 Year | 13.89% | 12.77% |
| 5 Year | 12.14% | 12.64% |
Risk Management
| Scheme Name | ITI Large Cap Fund Regular - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.89% | 12.72% |
| Sharp | 0.63% | 0.78% |
| Beta | 1.02% | 0.93% |
| Alpha | -1.09% | 0.92% |
Fund Managers
| Scheme Name | ITI Large Cap Fund Regular - Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Name | Rohan Korde | Gautam Bhupal |
| Total AUM | ₹4626 Cr | ₹25949 Cr |
| Funds Managed | 10 | 13 |
| ITI Large Cap Fund Regular - Growth | HSBC Large Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
ITI Large Cap Fund Regular - Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 9.14 | 10.66 |
| Large Cap | 79.6 | 80.47 |
| Small Cap | 8.29 | 2.11 |
| Mid Cap | 2.97 | 6.76 |
Sector Allocation
| Scheme Name |
ITI Large Cap Fund Regular - Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 2.25 | 4.58 |
| Energy | 8 | 6.57 |
| Technology | 6.72 | 10.32 |
| Consumer Cyclical | 11.94 | 15.03 |
| Industrials | 13.75 | 10.26 |
| Basic Materials | 5.39 | 1.85 |
| Financial Services | 35.47 | 34.86 |
| Healthcare | 2.97 | 6.94 |
| Utilities | 5.26 | 1.12 |
| Consumer Defensive | 3.37 | 4.62 |
| Real Estate | 0.57 | - |
| Communication Services | 4.3 | 3.85 |
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