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) | ₹53030 Cr | ₹1849 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 | -2.22% | -0.58% |
6 Month | 8.59% | 7.92% |
1 Year | 3.34% | 0.48% |
3 Year | 13.68% | 13.64% |
5 Year | 18.72% | 17.59% |
SIP Return Analysis
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
6 Month | 2.45% | 3.58% |
1 Year | 4.93% | 2.95% |
3 Year | 12.43% | 12.71% |
5 Year | 13.52% | 13.19% |
Rolling Lumpsum Returns
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
1 Year | 12.73% | 15.34% |
3 Year | 12.54% | 12.6% |
5 Year | 13.52% | 12.44% |
Risk Management
Scheme Name | SBI Large Cap Fund-Regular Plan Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.31% | 12.62% |
Sharp | 0.8% | 0.64% |
Beta | 0.88% | 0.96% |
Alpha | 1.21% | -0.36% |
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 | 4.7 | 7.38 |
Large Cap | 81.92 | 84.16 |
Small Cap | 1.59 | 2.03 |
Mid Cap | 11.79 | 6.43 |
Sector Allocation
Scheme Name |
SBI Large Cap Fund-Regular Plan Growth |
HSBC Large Cap Fund - Regular Growth |
---|---|---|
Others | 4.7 | 2.84 |
Energy | 7.6 | 4.77 |
Technology | 4.95 | 10.28 |
Industrials | 7.09 | 9.05 |
Basic Materials | 11.04 | 3.79 |
Consumer Cyclical | 12.69 | 15.77 |
Consumer Defensive | 9.84 | 4.56 |
Financial Services | 33.12 | 34.85 |
Healthcare | 5.37 | 6.72 |
Utilities | 0.97 | 3.63 |
Real Estate | 0 | - |
Communication Services | 2.64 | 3.73 |
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