SBI Large & MIDCap Fund vs HSBC Large & Mid Cap Fund compare
SBI Large & MIDCap Fund- Regular Plan -Growth
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
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) | ₹31296 Cr | ₹3873 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 | 2.71% | 3.7% |
6 Month | -0.86% | -10.66% |
1 Year | 6.39% | 1.36% |
3 Year | 21.96% | 23.79% |
5 Year | 25.93% | 24.46% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 7.12% | 8.57% |
1 Year | 7.32% | 1.56% |
3 Year | 17.33% | 19.42% |
5 Year | 18.97% | 18.82% |
Rolling Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 14.46% | 19.55% |
3 Year | 14.87% | 19.09% |
5 Year | 14.98% | 21.88% |
Risk Management
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.83% | 16.811% |
Sharp | 1.1% | 0.444% |
Beta | 0.81% | 0.981% |
Alpha | 1.27% | 1.122% |
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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 | 5.68 | 1.85 |
Large Cap | 41.02 | 44.97 |
Small Cap | 16.22 | 12.89 |
Mid Cap | 37.08 | 40.28 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 5.68 | 1.85 |
Petroleum Products | 3.54 | - |
IT - Software | 6.46 | - |
Pharmaceuticals & Biotechnology | 10.27 | - |
Industrial Manufacturing | 1.43 | - |
Cement & Cement Products | 4.21 | - |
Construction | 2.08 | - |
Banks | 23.08 | - |
Diversified FMCG | 1.55 | - |
Non - Ferrous Metals | 2.43 | - |
Auto Components | 8.01 | - |
Ferrous Metals | 2.2 | - |
Personal Products | 2.56 | - |
Telecom - Services | 1.89 | - |
Capital Markets | 2.77 | - |
Consumer Durables | 4.3 | - |
Chemicals & Petrochemicals | 0.71 | - |
Transport Services | 0.76 | - |
Finance | 2.87 | - |
Industrial Products | 1.31 | - |
Agricultural, Commercial & Construction Vehicles | 2.02 | - |
Gas | 0.33 | - |
Retailing | 1.06 | - |
Food Products | 0.45 | - |
Healthcare Services | 0.6 | - |
Beverages | 1.11 | - |
Textiles & Apparels | 2.29 | - |
Leisure Services | 2 | - |
Power | 2.03 | - |
Energy | - | 0.02 |
Industrials | - | 25.68 |
Technology | - | 16.65 |
Financial Services | - | 22.6 |
Consumer Cyclical | - | 16.84 |
Healthcare | - | 7.54 |
Basic Materials | - | 1.65 |
Utilities | - | 3.11 |
Consumer Defensive | - | 0.41 |
Real Estate | - | 2.12 |
Communication Services | - | 1.52 |
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