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) | ₹1919 Cr | ₹1503 Cr | ₹1503 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 | ₹200 |
| 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 | 1.23% | -0.23% | -0.23% |
| 6 Month | 5.86% | 1.94% | 1.94% |
| 1 Year | -0.08% | 1.81% | 1.81% |
| 3 Year | 14.11% | 11.24% | 11.24% |
| 5 Year | 14.33% | 12.22% | 12.22% |
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 | 3.21% | 1.63% | 1.63% |
| 1 Year | 14.8% | 11.31% | 11.31% |
| 3 Year | 12.97% | 11.23% | 11.23% |
| 5 Year | 13.02% | 10.77% | 10.77% |
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 | 14.79% | 12.44% | 12.44% |
| 3 Year | 12.73% | 12.36% | 12.36% |
| 5 Year | 12.59% | 12.41% | 12.41% |
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 | 12.13% | 12.56% | 12.56% |
| Sharp | 0.59% | 0.39% | 0.39% |
| Beta | 0.96% | 1.01% | 1.01% |
| Alpha | -0.11% | -2.83% | -2.83% |
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 | 5.02 | 4.08 | 4.08 |
| Large Cap | 85.35 | 82.88 | 82.88 |
| Small Cap | 2.46 | 7.49 | 7.49 |
| Mid Cap | 7.17 | 5.55 | 5.55 |
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 | 1.07 | 2.57 | 2.57 |
| Energy | 6.28 | 6.86 | 6.86 |
| Industrials | 11.1 | 11.09 | 11.09 |
| Technology | 9.59 | 5.78 | 5.78 |
| Consumer Cyclical | 15.83 | 15.38 | 15.38 |
| Consumer Defensive | 7.17 | 8.29 | 8.29 |
| Financial Services | 34.54 | 30.71 | 30.71 |
| Healthcare | 6.94 | 5.29 | 5.29 |
| Communication Services | 3.8 | 4.3 | 4.3 |
| Basic Materials | 1.89 | 5.43 | 5.43 |
| Utilities | 1.78 | 4.3 | 4.3 |
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