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SBI Blue Chip Fund vs HSBC Large Cap Fund compare

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tortoise-icon SBI Large Cap Fund-Regular Plan Growth

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tortoise-icon HSBC Large Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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