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Tata Large Cap Fund vs HSBC Large Cap Fund compare
Tata Large Cap Fund -Regular Plan - Growth Option
Tata Large Cap Fund -Regular Plan - Growth Option
HSBC Large Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | HSBC Large Cap Fund - Regular Growth |
|---|---|---|---|
| Fund | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | HSBC Large Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹2408 Cr | ₹2408 Cr | ₹1828 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 07 May 1998 | 07 May 1998 | 10 Dec 2002 |
| Category | Large Cap | Large Cap | Large Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | NIFTY 100 TRI | NIFTY 100 TRI | NIFTY 100 TRI |
| Turn Over | 20.36% | 20.36% | 63% |
| Expense Ratio | 2.04 | 2.04 | 2.13 |
| Manager | Kapil Malhotra | Kapil Malhotra | Gautam Bhupal |
| ISIN Code | INF277K01931 | INF277K01931 | INF336L01016 |
| Exits Load | Tata Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Tata Large Cap 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 | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | HSBC Large Cap Fund - Regular Growth |
|---|---|---|---|
| 1 Month | 1.2% | 1.2% | 0.72% |
| 6 Month | -1.67% | -1.67% | -6.61% |
| 1 Year | 2.35% | 2.35% | 2.77% |
| 3 Year | 18.56% | 18.56% | 18.48% |
| 5 Year | 21.74% | 21.74% | 19.59% |
SIP Return Analysis
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | HSBC Large Cap Fund - Regular Growth |
|---|---|---|---|
| 6 Month | 5.81% | 5.81% | 4.63% |
| 1 Year | 3.81% | 3.81% | -0.03% |
| 3 Year | 14.44% | 14.44% | 13.41% |
| 5 Year | 15.28% | 15.28% | 13.85% |
Rolling Lumpsum Returns
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | HSBC Large Cap Fund - Regular Growth |
|---|---|---|---|
| 1 Year | 12.99% | 12.99% | 15.61% |
| 3 Year | 13.25% | 13.25% | 12.53% |
| 5 Year | 13.75% | 13.75% | 12.36% |
Risk Management
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | HSBC Large Cap Fund - Regular Growth |
|---|---|---|---|
| Standard Deviation | 12.66% | 12.66% | 14.193% |
| Sharp | 0.77% | 0.77% | 0.369% |
| Beta | 0.97% | 0.97% | 0.998% |
| Alpha | 0.55% | 0.55% | -0.734% |
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Fund Managers
| Scheme Name | Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | HSBC Large Cap Fund - Regular Growth |
|---|---|---|---|
| Name | Kapil Malhotra | Kapil Malhotra | Gautam Bhupal |
| Total AUM | ₹18472 Cr | ₹18472 Cr | ₹25949 Cr |
| Funds Managed | 7 | 7 | 13 |
| Tata Large Cap Fund -Regular Plan - Growth Option | Tata Large Cap Fund -Regular Plan - Growth Option | HSBC Large Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|---|
| Others | 5.62 | 5.62 | 4.08 |
| Large Cap | 83.8 | 83.8 | 82.36 |
| Small Cap | 3.3 | 3.3 | 4.89 |
| Mid Cap | 7.28 | 7.28 | 8.66 |
Sector Allocation
| Scheme Name |
Tata Large Cap Fund -Regular Plan - Growth Option |
Tata Large Cap Fund -Regular Plan - Growth Option |
HSBC Large Cap Fund - Regular Growth |
|---|---|---|---|
| Others | 5.62 | 5.62 | 1.48 |
| Petroleum Products | 5.59 | 5.59 | - |
| Electrical Equipment | 1.98 | 1.98 | - |
| IT - Software | 6.14 | 6.14 | - |
| Retailing | 0.81 | 0.81 | - |
| Construction | 3.56 | 3.56 | - |
| Ferrous Metals | 3.59 | 3.59 | - |
| Diversified FMCG | 2.26 | 2.26 | - |
| Banks | 28.58 | 28.58 | - |
| Pharmaceuticals & Biotechnology | 6.67 | 6.67 | - |
| Cement & Cement Products | 2.72 | 2.72 | - |
| Automobiles | 6 | 6 | - |
| Telecom - Services | 3.16 | 3.16 | - |
| Finance | 3.7 | 3.7 | - |
| IT - Services | 0.75 | 0.75 | - |
| Consumer Durables | 2.55 | 2.55 | - |
| Agricultural Food & other Products | 1.82 | 1.82 | - |
| Personal Products | 0.82 | 0.82 | - |
| Realty | 0.8 | 0.8 | - |
| Leisure Services | 0.9 | 0.9 | - |
| Transport Services | 0.83 | 0.83 | - |
| Industrial Manufacturing | 0.61 | 0.61 | - |
| Power | 5.33 | 5.33 | - |
| Transport Infrastructure | 1.17 | 1.17 | - |
| Auto Components | 1.84 | 1.84 | - |
| Insurance | 2.2 | 2.2 | - |
| Energy | - | - | 6.28 |
| Technology | - | - | 13.74 |
| Industrials | - | - | 10.76 |
| Basic Materials | - | - | 6.14 |
| Consumer Defensive | - | - | 6.13 |
| Financial Services | - | - | 27.66 |
| Healthcare | - | - | 6.85 |
| Utilities | - | - | 3.81 |
| Consumer Cyclical | - | - | 11.58 |
| Real Estate | - | - | 2.04 |
| Communication Services | - | - | 3.56 |
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