ITI Large Cap Fund Regular vs HSBC Large Cap Fund compare

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tortoise-icon ITI Large Cap Fund Regular - Growth

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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 ITI Large Cap Fund Regular - Growth HSBC Large Cap Fund - Regular Growth
Fund ITI Large Cap Fund Regular - Growth HSBC Large Cap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹332 Cr ₹1896 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 24 Dec 2020 10 Dec 2002
Category Large Cap Large Cap
Fund Type Open-ended Open Ended
Benchmark NIFTY 100 TRI NIFTY 100 TRI
Turn Over % 63%
Expense Ratio 2.35 2.13
Manager Rohan Korde Gautam Bhupal
ISIN Code INF00XX01770 INF336L01016
Exits Load Exit load of 1% if redeemed within 3 months./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name ITI Large Cap Fund Regular - Growth HSBC Large Cap Fund - Regular Growth
1 Month -0.18% 2.83%
6 Month 15.56% 17.35%
1 Year 39.62% 38.14%
3 Year 16.07% 16.79%
5 Year - 18.73%

SIP Return Analysis

Scheme Name ITI Large Cap Fund Regular - Growth HSBC Large Cap Fund - Regular Growth
6 Month - -
1 Year 16.61% 13.47%
3 Year 35.22% 31.86%
5 Year 39.32% 58.47%

Rolling Lumpsum Returns

Scheme Name ITI Large Cap Fund Regular - Growth HSBC Large Cap Fund - Regular Growth
1 Year 14.42% 18.79%
3 Year 41.92% 45.54%
5 Year 44.03% 65.33%

Risk Management

Scheme Name ITI Large Cap Fund Regular - Growth HSBC Large Cap Fund - Regular Growth
Standard Deviation 12.89% 12.72%
Sharp 0.85% 0.84%
Beta 0.94% 0.98%
Alpha 0.17% 0.05%

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Fund Managers

Scheme Name ITI Large Cap Fund Regular - Growth HSBC Large Cap Fund - Regular Growth
Name Rohan Korde Gautam Bhupal
Total AUM ₹4626 Cr ₹25949 Cr
Fund Manage 10 13
ITI Large Cap Fund Regular - Growth HSBC Large Cap Fund - Regular Growth

Market Cap

Scheme Name

ITI Large Cap Fund Regular - Growth

HSBC Large Cap Fund - Regular Growth

Others 6.36 1.95
Large Cap 81.57 84.51
Mid Cap 4.64 11.5
Small Cap 7.43 2.04

Sector Allocation

Scheme Name

ITI Large Cap Fund Regular - Growth

HSBC Large Cap Fund - Regular Growth

Others 3.06 1.95
Energy 14.26 11.43
Technology 6.96 5.68
Construction 6 12.47
Financial 28.94 27.34
Metals & Mining 10.9 2.31
Healthcare 2.79 6.53
Materials 2.95 5.22
Capital Goods 3.31 2.5
Insurance 3.57 -
Consumer Staples 3.78 5.96
Automobile 4.98 5.15
Textiles 0.73 0.4
Consumer Discretionary 2.15 1.55
Services 2.05 8.62
Communication 2.93 2.89
Chemicals 0.64 -

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