HSBC Large Cap Fund vs Invesco India Largecap Fund compare
Invesco India Largecap Fund - Growth
HSBC Large Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Fund | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1301 Cr | ₹1828 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 21 Aug 2009 | 10 Dec 2002 |
Category | Large Cap | Large Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 100 TRI | NIFTY 100 TRI |
Turn Over | 56% | 63% |
Expense Ratio | 2.09 | 2.13 |
Manager | Hiten Jain | Gautam Bhupal |
ISIN Code | INF205K01304 | INF336L01016 |
Exits Load | Data not available./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 | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
1 Month | 7.11% | 5.62% |
6 Month | -11.89% | -12.15% |
1 Year | 5.44% | 2.86% |
3 Year | 12.33% | 11.65% |
5 Year | 23.98% | 22.44% |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
6 Month | -5.05% | -5.86% |
1 Year | -8.66% | -9.84% |
3 Year | 14.72% | 12.55% |
5 Year | 15.66% | 14.01% |
Rolling Lumpsum Returns
Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
1 Year | 11.6% | 16.04% |
3 Year | 12.85% | 12.53% |
5 Year | 12.99% | 12.28% |
Risk Management
Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.81% | 14.193% |
Sharp | 0.36% | 0.369% |
Beta | 1% | 0.998% |
Alpha | -0.01% | -0.734% |
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Fund Managers
Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
Name | Hiten Jain | Gautam Bhupal |
Total AUM | ₹4078 Cr | ₹25949 Cr |
Funds Managed | 4 | 13 |
Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
Market Cap
Scheme Name |
Invesco India Largecap Fund - Growth |
HSBC Large Cap Fund - Regular Growth |
---|---|---|
Others | 0.45 | 4.08 |
Large Cap | 83.49 | 82.36 |
Mid Cap | 8.81 | 8.66 |
Small Cap | 7.25 | 4.89 |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
HSBC Large Cap Fund - Regular Growth |
---|---|---|
Others | 0.45 | 1.48 |
Energy | 6.69 | 6.28 |
Industrials | 10.72 | 10.76 |
Technology | 13.91 | 13.74 |
Financial Services | 27.46 | 27.66 |
Basic Materials | 1.15 | 6.14 |
Consumer Cyclical | 17.18 | 11.58 |
Utilities | 2.51 | 3.81 |
Healthcare | 5.67 | 6.85 |
Consumer Defensive | 10.31 | 6.13 |
Communication Services | 3.93 | 3.56 |
Real Estate | - | 2.04 |
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