ITI Large Cap Fund Regular vs HSBC Large Cap Fund compare

Link copied to clipboard!

tortoise-icon ITI Large Cap Fund Regular - Growth

Invest Now

tortoise-icon HSBC Large Cap Fund - Regular Growth

Invest Now

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) ₹360 Cr ₹1928 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 ITI Large Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 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 ITI Large Cap Fund Regular - Growth HSBC Large Cap Fund - Regular Growth
1 Month 1.49% 0.89%
6 Month -1.09% 4.58%
1 Year 17.14% 20.45%
3 Year 13.07% 14.73%
5 Year - 15.78%

SIP Return Analysis

Scheme Name ITI Large Cap Fund Regular - Growth HSBC Large Cap Fund - Regular Growth
6 Month - -
1 Year 5.76% 12.17%
3 Year 17.65% 19.47%
5 Year - 18.71%

Rolling Lumpsum Returns

Scheme Name ITI Large Cap Fund Regular - Growth HSBC Large Cap Fund - Regular Growth
1 Year 12.71% 15.92%
3 Year 14.33% 12.52%
5 Year - 12.17%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 3.7 1.95
Large Cap 82.67 84.51
Small Cap 12.78 2.04
Mid Cap 0.85 11.5

Sector Allocation

Scheme Name

ITI Large Cap Fund Regular - Growth

HSBC Large Cap Fund - Regular Growth

Others 3.7 1.95
Petroleum Products 6.89 -
Electrical Equipment 2.64 -
IT - Software 9.2 -
Personal Products 1.2 -
Construction 6.33 12.47
Ferrous Metals 1.03 -
Finance 4.11 -
Banks 24.24 -
Non - Ferrous Metals 1.73 -
Realty 2.32 -
Pharmaceuticals & Biotechnology 2.86 -
Cement & Cement Products 1.42 -
Aerospace & Defense 2.38 -
IT - Services 0.76 -
Insurance 2.4 -
Automobiles 7.14 -
Transport Services 2.51 -
Gas 1 -
Diversified FMCG 2.41 -
Beverages 0.65 -
Food Products 1.14 -
Consumer Durables 0.97 -
Telecom - Services 3.15 -
Chemicals & Petrochemicals 0.76 -
Consumable Fuels 1.24 -
Power 3.95 -
Commercial Services & Supplies 0.93 -
Agricultural, Commercial & Construction Vehicles 0.94 -
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

Top Comparisons

Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option Aditya Birla Sun Life Global Excellence Equity Fund Of Fund- Retail Plan - Regular Plan - Growth Option

3Y Returns8.39%

VS

DSP World Energy Fund - Regular Plan - Growth DSP World Energy Fund - Regular Plan - Growth

3Y Returns-1.34%

Compare Now

Sundaram Liquid Fund (G) Sundaram Liquid Fund (G)

3Y Returns6.33%

VS

Axis Liquid Fund - Regular Plan - Growth Option Axis Liquid Fund - Regular Plan - Growth Option

3Y Returns6.4%

Compare Now

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

3Y Returns6.55%

VS

LIC MF Ultra Short Term Fund Regular - Growth LIC MF Ultra Short Term Fund Regular - Growth

3Y Returns5.64%

Compare Now

Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan Aditya Birla Sun Life Corporate Bond Fund - Growth - Regular Plan

3Y Returns6.6%

VS

Sundaram Corporate Bond Fund Regular Plan- Growth Sundaram Corporate Bond Fund Regular Plan- Growth

3Y Returns5.91%

Compare Now
Request call back
Add to Cart Successfully