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) | ₹1849 Cr | ₹1459 Cr | ₹1459 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 | -0.58% | -1.81% | -1.81% |
6 Month | 7.92% | 10.14% | 10.14% |
1 Year | 0.48% | 0.69% | 0.69% |
3 Year | 13.64% | 11.12% | 11.12% |
5 Year | 17.59% | 15.72% | 15.72% |
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 | 3.58% | 2.27% | 2.27% |
1 Year | 2.95% | 3.99% | 3.99% |
3 Year | 12.71% | 11.35% | 11.35% |
5 Year | 13.19% | 11.31% | 11.31% |
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 | 15.34% | 11.46% | 11.46% |
3 Year | 12.6% | 11.8% | 11.8% |
5 Year | 12.44% | 12.06% | 12.06% |
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 | 12.62% | 12.4% | 12.4% |
Sharp | 0.64% | 0.54% | 0.54% |
Beta | 0.96% | 0.98% | 0.98% |
Alpha | -0.36% | -2.06% | -2.06% |
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 | 7.38 | 3.95 | 3.95 |
Large Cap | 84.16 | 81.42 | 81.42 |
Small Cap | 2.03 | 9.26 | 9.26 |
Mid Cap | 6.43 | 5.38 | 5.38 |
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 | 2.84 | 2.17 | 2.17 |
Energy | 4.77 | 6.26 | 6.26 |
Industrials | 9.05 | 14.37 | 14.37 |
Technology | 10.28 | 6.77 | 6.77 |
Consumer Cyclical | 15.77 | 9.47 | 9.47 |
Basic Materials | 3.79 | 7.16 | 7.16 |
Financial Services | 34.85 | 30.24 | 30.24 |
Healthcare | 6.72 | 6.38 | 6.38 |
Consumer Defensive | 4.56 | 9 | 9 |
Utilities | 3.63 | 4.56 | 4.56 |
Communication Services | 3.73 | 3.63 | 3.63 |
Top Comparisons
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
3Y Returns12.25%
UTI Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
3Y Returns17.24%
HDFC Short Term Debt Fund - Growth Option
3Y Returns7.69%
Axis Short Duration Fund - Regular Plan - Growth Option
3Y Returns7.52%
ICICI Prudential Floating Interest Fund - Growth
3Y Returns8.08%
SBI Floating Rate Debt Fund - Regular Plan - Growth
3Y Returns7.68%
ITI Mid Cap Fund Regular - Growth
3Y Returns21.92%
HSBC Midcap Fund - Regular Growth
3Y Returns23.27%