SBI Blue Chip Fund vs HSBC Large Cap Fund compare
SBI Large Cap Fund-Regular Plan Growth
HSBC Large Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Fund | SBI Large Cap Fund-Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹52830 Cr | ₹1832 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 14 Feb 2006 | 10 Dec 2002 |
| Category | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 100 TRI | NIFTY 100 TRI |
| Turn Over | 15% | 63% |
| Expense Ratio | 1.5 | 2.13 |
| Manager | Pradeep Kesavan | Gautam Bhupal |
| ISIN Code | INF200K01180 | INF336L01016 |
| Exits Load | SBI Blue Chip Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 | SBI Large Cap Fund-Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 2.11% | 2.1% |
| 6 Month | 6.74% | 5.85% |
| 1 Year | 5.25% | 1.58% |
| 3 Year | 15.09% | 15.09% |
| 5 Year | 18.58% | 16.78% |
SIP Return Analysis
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.73% | 3.01% |
| 1 Year | 13.07% | 10.94% |
| 3 Year | 13.65% | 13.49% |
| 5 Year | 13.95% | 13.51% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 12.54% | 15.07% |
| 3 Year | 12.64% | 12.65% |
| 5 Year | 13.6% | 12.52% |
Risk Management
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.31% | 12.29% |
| Sharp | 0.75% | 0.65% |
| Beta | 0.89% | 0.96% |
| Alpha | 0.77% | -0.06% |
Fund Managers
| Scheme Name | SBI Large Cap Fund-Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Gautam Bhupal |
| Total AUM | ₹434274 Cr | ₹25949 Cr |
| Funds Managed | 43 | 13 |
| SBI Large Cap Fund-Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.06 | 5.5 |
| Large Cap | 83.58 | 85.25 |
| Small Cap | 1.7 | 2.56 |
| Mid Cap | 11.66 | 6.7 |
Sector Allocation
| Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|
| Others | 3.06 | 2.32 |
| Energy | 7.49 | 5.94 |
| Technology | 5.47 | 9.84 |
| Industrials | 7.57 | 11.92 |
| Basic Materials | 11.02 | 2.42 |
| Consumer Cyclical | 13.83 | 16.81 |
| Consumer Defensive | 9.45 | 4.31 |
| Financial Services | 32.91 | 33.53 |
| Healthcare | 5.64 | 7.07 |
| Utilities | 0.97 | 2.24 |
| Communication Services | 2.6 | 3.61 |
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