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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) | ₹33248 Cr | ₹4314 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 | 2.75% | 4.94% |
| 6 Month | 15.55% | 24.45% |
| 1 Year | 1.81% | -0.53% |
| 3 Year | 17.47% | 20.73% |
| 5 Year | 23.45% | 22.43% |
SIP Return Analysis
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.44% | 7.45% |
| 1 Year | 13.4% | 14.92% |
| 3 Year | 16.71% | 20.03% |
| 5 Year | 17.79% | 18.66% |
Rolling Lumpsum Returns
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.21% | 18.59% |
| 3 Year | 15% | 19.45% |
| 5 Year | 15.04% | 22.51% |
Risk Management
| Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.75% | 15.89% |
| Sharp | 0.92% | 0.75% |
| Beta | 0.79% | 0.98% |
| Alpha | 1.68% | 4.87% |
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 | 7.29 | 7.93 |
| Large Cap | 37.66 | 43.35 |
| Small Cap | 16.4 | 10.48 |
| Mid Cap | 38.65 | 38.25 |
Sector Allocation
| Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 5.76 | 1.21 |
| Energy | 3.1 | 0.02 |
| Technology | 4.42 | 8.74 |
| Basic Materials | 17.1 | 1.09 |
| Industrials | 9.46 | 24.44 |
| Financial Services | 24.54 | 28.58 |
| Consumer Defensive | 6.49 | 1.76 |
| Healthcare | 12.04 | 9.77 |
| Consumer Cyclical | 14.54 | 19.07 |
| Communication Services | 1.08 | 3.26 |
| Utilities | 1.47 | 1.96 |
| Real Estate | - | 0.09 |
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