HSBC Large & Mid Cap Fund vs SBI Large & MIDCap 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) | ₹28677 Cr | ₹3873 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 | 1.61 | 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 | 5.99% | 7.78% |
6 Month | -8.93% | -15.6% |
1 Year | 11.2% | 8.65% |
3 Year | 15.98% | 14.66% |
5 Year | 28.3% | 25.21% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | -2.81% | -10.78% |
1 Year | -3.96% | -17.04% |
3 Year | 15.87% | 15.78% |
5 Year | 19.22% | 17.46% |
Rolling Lumpsum Returns
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 14.74% | 21.03% |
3 Year | 14.69% | 19.46% |
5 Year | 14.88% | 21.66% |
Risk Management
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.75% | 16.811% |
Sharp | 0.69% | 0.444% |
Beta | 0.85% | 0.981% |
Alpha | 1.2% | 1.122% |
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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 | 6.69 | 1.85 |
Large Cap | 39.72 | 44.97 |
Small Cap | 18.23 | 12.89 |
Mid Cap | 35.36 | 40.28 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 5.57 | 1.85 |
Energy | 3.35 | 0.02 |
Technology | 8.74 | 16.65 |
Basic Materials | 11.76 | 1.65 |
Industrials | 10.81 | 25.68 |
Consumer Defensive | 7 | 0.41 |
Financial Services | 24.7 | 22.6 |
Healthcare | 9.85 | 7.54 |
Consumer Cyclical | 12.56 | 16.84 |
Communication Services | 3.27 | 1.52 |
Utilities | 2.4 | 3.11 |
Real Estate | - | 2.12 |
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