HSBC Large Cap Fund vs Tata Large Cap Fund compare

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon HSBC Large Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹2415 Cr ₹2415 Cr ₹1928 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 0.97% 0.97% 2.19%
6 Month -0.87% -0.87% 4.01%
1 Year 14.12% 14.12% 19.28%
3 Year 13.91% 13.91% 14.5%
5 Year 15.69% 15.69% 15.63%

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 6.13% 6.13% 12.17%
3 Year 17.3% 17.3% 19.47%
5 Year 18.61% 18.61% 18.71%

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 13.29% 13.29% 15.92%
3 Year 13.26% 13.26% 12.52%
5 Year 13.56% 13.56% 12.17%

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% 12.72%
Sharp 0.63% 0.63% 0.84%
Beta 0.98% 0.98% 0.98%
Alpha 0.58% 0.58% 0.05%

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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 1.95
Small Cap 5.87 5.87 2.04
Large Cap 83.72 83.72 84.51
Mid Cap 7.34 7.34 11.5

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 1.95
Cement & Cement Products 1.96 1.96 -
Petroleum Products 6.57 6.57 -
Electrical Equipment 2.83 2.83 -
IT - Software 9.69 9.69 -
Personal Products 3.6 3.6 -
Construction 4.06 4.06 12.47
Ferrous Metals 0.96 0.96 -
Diversified FMCG 2.3 2.3 -
Banks 22.96 22.96 -
Pharmaceuticals & Biotechnology 7.72 7.72 -
Automobiles 6.61 6.61 -
Capital Markets 1.56 1.56 -
Telecom - Services 0.67 0.67 -
Gas 1.24 1.24 -
Finance 3.57 3.57 -
IT - Services 1.22 1.22 -
Consumer Durables 2.97 2.97 -
Agricultural Food & other Products 1.72 1.72 -
Diversified Metals 1.23 1.23 -
Realty 1.02 1.02 -
Transport Services 0.67 0.67 -
Industrial Manufacturing 0.85 0.85 -
Power 7.26 7.26 -
Transport Infrastructure 1.4 1.4 -
Food Products 0.65 0.65 -
Insurance 1.64 1.64 -
Energy - - 11.43
Technology - - 5.68
Healthcare - - 6.53
Financial - - 27.34
Materials - - 5.22
Consumer Staples - - 5.96
Automobile - - 5.15
Services - - 8.62
Capital Goods - - 2.5
Consumer Discretionary - - 1.55
Communication - - 2.89
Metals & Mining - - 2.31
Textiles - - 0.4

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