Invesco India Largecap Fund vs HSBC Large Cap 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 | 4.24% | 3.67% |
6 Month | -4.98% | -6.52% |
1 Year | 11.18% | 7.66% |
3 Year | 14.8% | 13.54% |
5 Year | 22.96% | 21.15% |
SIP Return Analysis
Scheme Name | Invesco India Largecap Fund - Growth | HSBC Large Cap Fund - Regular Growth |
---|---|---|
6 Month | 0.73% | -0.68% |
1 Year | -2.56% | -4.74% |
3 Year | 16.25% | 13.7% |
5 Year | 16.29% | 14.38% |
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 | 0.4% | 0.369% |
Beta | 1.01% | 0.998% |
Alpha | 0.57% | -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 | 0.43 | 4.08 |
Large Cap | 84.52 | 82.36 |
Mid Cap | 9.16 | 8.66 |
Small Cap | 5.89 | 4.89 |
Sector Allocation
Scheme Name |
Invesco India Largecap Fund - Growth |
HSBC Large Cap Fund - Regular Growth |
---|---|---|
Others | 0.43 | 1.48 |
Energy | 6.28 | 6.28 |
Industrials | 9.19 | 10.76 |
Technology | 12.27 | 13.74 |
Financial Services | 30.7 | 27.66 |
Basic Materials | 1.26 | 6.14 |
Consumer Cyclical | 16.66 | 11.58 |
Utilities | 2.15 | 3.81 |
Healthcare | 6.36 | 6.85 |
Consumer Defensive | 10.41 | 6.13 |
Communication Services | 4.28 | 3.56 |
Real Estate | - | 2.04 |
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