SBI Large & MIDCap Fund vs HSBC Large & Mid Cap Fund compare

SBI Large & MIDCap Fund vs HSBC Large & Mid Cap Fund compare

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SBI Large & MIDCap Fund- Regular Plan -Growth

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HSBC Large & Mid 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 & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
Fund	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹37443 Cr	₹4658 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	25 May 2005	03 Apr 2019
Category	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI
Turn Over	25%	68%
Expense Ratio	1.6	1.91
Manager	Pradeep Kesavan	Cheenu Gupta
ISIN Code	INF200K01305	INF336L01NY9
Exits Load	SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365	HSBC Large & Midcap 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 & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
1 Month	-0.33%	-1.09%
6 Month	3.02%	1.69%
1 Year	13.46%	10.1%
3 Year	18.68%	21.02%
5 Year	19.25%	17.69%

SIP Return Analysis

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
6 Month	2.66%	0.16%
1 Year	14.96%	11.85%
3 Year	14.69%	13.85%
5 Year	16.09%	15.47%

Rolling Lumpsum Returns

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
1 Year	13.51%	15.74%
3 Year	15.33%	19.63%
5 Year	15.2%	22.15%

Risk Management

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation	11.00%	15.55%
Sharp	0.99%	0.86%
Beta	0.80%	1.01%
Alpha	1.03%	0.96%

Fund Managers

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
Name	Pradeep Kesavan	Cheenu Gupta
Total AUM	₹434274 Cr	₹0 Cr
Funds Managed	43	9
	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth

Market Cap

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
Others	11.5	21.89
Large Cap	34.42	35.68
Mid Cap	40.51	27.53
Small Cap	13.57	14.91

Sector Allocation

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
Others	5.93	1.41
Energy	4.43	1.55
Technology	4.99	8.62
Basic Materials	16.06	0.6
Consumer Defensive	6.91	1.39
Industrials	9.41	17.59
Financial Services	21.46	37.52
Healthcare	12.12	7.26
Consumer Cyclical	15.35	20.03
Communication Services	1.58	3.96
Utilities	1.77	0.07

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