LIC MF Large Cap Fund vs HSBC Large Cap Fund compare
HSBC Large Cap Fund - Regular Growth
LIC MF Large Cap Fund-Growth
LIC MF Large Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | HSBC Large Cap Fund - Regular Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Fund | HSBC Large Cap Fund - Regular Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹1832 Cr | ₹1445 Cr | ₹1445 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹500 | ₹500 |
| Launch Date | 10 Dec 2002 | 15 Sep 1999 | 15 Sep 1999 |
| Category | Large Cap | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 63% | % | 35% |
| Expense Ratio | 2.13 | 2.13 | 2.13 |
| Manager | Gautam Bhupal | Sumit Bhatnagar | Sumit Bhatnagar |
| ISIN Code | INF336L01016 | INF767K01105 | INF767K01105 |
| Exits Load | HSBC Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | LIC MF Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Large Cap Fund - Regular Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Month | 4.36% | 4.4% | 4.4% |
| 6 Month | 6.6% | 5.8% | 5.8% |
| 1 Year | 2.38% | 5.3% | 5.3% |
| 3 Year | 14.89% | 12.87% | 12.87% |
| 5 Year | 17.14% | 16.84% | 16.84% |
SIP Return Analysis
| Scheme Name | HSBC Large Cap Fund - Regular Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 6 Month | 3.01% | 2.17% | 2.17% |
| 1 Year | 10.94% | 11.72% | 11.72% |
| 3 Year | 13.49% | 12.5% | 12.5% |
| 5 Year | 13.51% | 11.72% | 11.72% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large Cap Fund - Regular Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| 1 Year | 15.07% | 11.31% | 11.31% |
| 3 Year | 12.65% | 11.75% | 11.75% |
| 5 Year | 12.52% | 12.13% | 12.13% |
Risk Management
| Scheme Name | HSBC Large Cap Fund - Regular Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Standard Deviation | 12.29% | 12.4% | 12.4% |
| Sharp | 0.65% | 0.5% | 0.5% |
| Beta | 0.96% | 0.99% | 0.99% |
| Alpha | -0.06% | -2.37% | -2.37% |
Fund Managers
| Scheme Name | HSBC Large Cap Fund - Regular Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Name | Gautam Bhupal | Sumit Bhatnagar | Sumit Bhatnagar |
| Total AUM | ₹25949 Cr | ₹1786 Cr | ₹1786 Cr |
| Funds Managed | 13 | 6 | 6 |
| HSBC Large Cap Fund - Regular Growth | LIC MF Large Cap Fund-Growth | LIC MF Large Cap Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
HSBC Large Cap Fund - Regular Growth |
LIC MF Large Cap Fund-Growth |
LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 5.5 | 4.79 | 4.79 |
| Large Cap | 85.25 | 82.89 | 82.89 |
| Small Cap | 2.56 | 6.81 | 6.81 |
| Mid Cap | 6.7 | 5.51 | 5.51 |
Sector Allocation
| Scheme Name |
HSBC Large Cap Fund - Regular Growth |
LIC MF Large Cap Fund-Growth |
LIC MF Large Cap Fund-Regular Plan-Growth |
|---|---|---|---|
| Others | 2.32 | 2.4 | 2.4 |
| Energy | 5.94 | 6.2 | 6.2 |
| Industrials | 11.92 | 11.66 | 11.66 |
| Technology | 9.84 | 6.04 | 6.04 |
| Consumer Cyclical | 16.81 | 14.79 | 14.79 |
| Financial Services | 33.53 | 30.13 | 30.13 |
| Healthcare | 7.07 | 5.2 | 5.2 |
| Consumer Defensive | 4.31 | 8.44 | 8.44 |
| Communication Services | 3.61 | 3.99 | 3.99 |
| Basic Materials | 2.42 | 6.66 | 6.66 |
| Utilities | 2.24 | 4.48 | 4.48 |
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