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 | 0.23% | -0.89% | -0.89% |
| 6 Month | 3.37% | 0.47% | 0.47% |
| 1 Year | 4.02% | 5.09% | 5.09% |
| 3 Year | 15.29% | 12.3% | 12.3% |
| 5 Year | 13.88% | 11.76% | 11.76% |
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 | 3.63% | 1.96% | 1.96% |
| 1 Year | 14.06% | 10.18% | 10.18% |
| 3 Year | 12.83% | 11% | 11% |
| 5 Year | 13.18% | 10.84% | 10.84% |
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 | 14.7% | 12.44% | 12.44% |
| 3 Year | 12.74% | 12.35% | 12.35% |
| 5 Year | 12.6% | 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% | 12.4% | 12.4% |
| Sharp | 0.59% | 0.47% | 0.47% |
| Beta | 0.96% | 1% | 1% |
| Alpha | -0.11% | -2.17% | -2.17% |
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 | 7.43 | 4.08 | 4.08 |
| Large Cap | 84.11 | 82.88 | 82.88 |
| Small Cap | 2.22 | 7.49 | 7.49 |
| Mid Cap | 6.24 | 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 | 3.44 | 2.57 | 2.57 |
| Energy | 6.53 | 6.86 | 6.86 |
| Industrials | 10.36 | 11.09 | 11.09 |
| Technology | 9.98 | 5.78 | 5.78 |
| Consumer Cyclical | 15.41 | 15.38 | 15.38 |
| Consumer Defensive | 7.11 | 8.29 | 8.29 |
| Financial Services | 33.97 | 30.71 | 30.71 |
| Healthcare | 6.44 | 5.29 | 5.29 |
| Communication Services | 3.83 | 4.3 | 4.3 |
| Basic Materials | 1.81 | 5.43 | 5.43 |
| Utilities | 1.11 | 4.3 | 4.3 |
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