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HSBC Large Cap Fund vs Tata 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 Risk | Very High Risk | Very High Risk |
| 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 | -2.35% | -2.35% | -2.78% |
| 6 Month | -10.76% | -10.76% | -9.75% |
| 1 Year | 4.64% | 4.64% | 3.7% |
| 3 Year | 11.91% | 11.91% | 11.54% |
| 5 Year | 14.42% | 14.42% | 13.84% |
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 | - | - | - |
| 1 Year | -7.82% | -7.82% | -8.24% |
| 3 Year | 12.28% | 12.28% | 12.45% |
| 5 Year | 15.54% | 15.54% | 14.52% |
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 | 13.34% | 13.34% | 16.04% |
| 3 Year | 13.25% | 13.25% | 12.53% |
| 5 Year | 13.65% | 13.65% | 12.28% |
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% | 13.598% |
| Sharp | 0.44% | 0.44% | 0.473% |
| Beta | 0.98% | 0.98% | 0.989% |
| Alpha | -0.08% | -0.08% | -0.718% |
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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 |
| Fund Manage | 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 | 3.07 | 3.07 | 2.06 |
| Small Cap | 5.87 | 5.87 | 5.91 |
| Large Cap | 83.72 | 83.72 | 81.25 |
| Mid Cap | 7.34 | 7.34 | 10.78 |
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 | 3.07 | 3.07 | 2.06 |
| Cement & Cement Products | 1.96 | 1.96 | 2.1 |
| Petroleum Products | 6.57 | 6.57 | 3.19 |
| Electrical Equipment | 2.83 | 2.83 | - |
| IT - Software | 9.69 | 9.69 | 12.16 |
| Personal Products | 3.6 | 3.6 | - |
| Construction | 4.06 | 4.06 | 4.73 |
| Ferrous Metals | 0.96 | 0.96 | 1.95 |
| Diversified FMCG | 2.3 | 2.3 | 3.52 |
| Banks | 22.96 | 22.96 | 20.16 |
| Pharmaceuticals & Biotechnology | 7.72 | 7.72 | 7.11 |
| Automobiles | 6.61 | 6.61 | 2.46 |
| Capital Markets | 1.56 | 1.56 | 4.09 |
| Telecom - Services | 0.67 | 0.67 | 3.33 |
| Gas | 1.24 | 1.24 | 1 |
| Finance | 3.57 | 3.57 | 5.46 |
| IT - Services | 1.22 | 1.22 | - |
| Consumer Durables | 2.97 | 2.97 | 1.45 |
| Agricultural Food & other Products | 1.72 | 1.72 | - |
| Diversified Metals | 1.23 | 1.23 | - |
| Realty | 1.02 | 1.02 | 3.03 |
| Transport Services | 0.67 | 0.67 | 1.82 |
| Industrial Manufacturing | 0.85 | 0.85 | - |
| Power | 7.26 | 7.26 | 2.19 |
| Transport Infrastructure | 1.4 | 1.4 | - |
| Food Products | 0.65 | 0.65 | - |
| Insurance | 1.64 | 1.64 | - |
| Aerospace & Defense | - | - | 5.05 |
| Beverages | - | - | 1.68 |
| Oil | - | - | 1.26 |
| Healthcare Services | - | - | 1.72 |
| Retailing | - | - | 5.72 |
| Textiles & Apparels | - | - | 0.5 |
| Leisure Services | - | - | 2.26 |
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