SBI Large & MIDCap Fund vs HSBC Large & Mid Cap 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 Risk | Very High Risk |
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 | -2.73% | -8.5% |
6 Month | -8.26% | -15.11% |
1 Year | 6.88% | 7.68% |
3 Year | 15.84% | 14.4% |
5 Year | 17.86% | 16.14% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -2.52% | -15.44% |
3 Year | 15.58% | 14.82% |
5 Year | 19.36% | 17.24% |
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% | 15.618% |
Sharp | 0.67% | 0.613% |
Beta | 0.89% | 0.931% |
Alpha | -0.25% | 2.312% |
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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 |
Fund Manage | 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 | 5.09 | 5.47 |
Large Cap | 41.17 | 38.58 |
Small Cap | 16.17 | 14.21 |
Mid Cap | 37.57 | 41.74 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 5.09 | 5.47 |
Petroleum Products | 3.53 | 0.02 |
IT - Software | 8.62 | 7.87 |
Pharmaceuticals & Biotechnology | 9.78 | 2.87 |
Industrial Manufacturing | 1.8 | 4.04 |
Cement & Cement Products | 5.32 | 0.65 |
Diversified FMCG | 2.23 | - |
Non - Ferrous Metals | 3.64 | - |
Banks | 15.57 | 6.56 |
Auto Components | 5.52 | 0.02 |
Ferrous Metals | 2.43 | - |
Personal Products | 2.9 | 0.31 |
Telecom - Services | 3.28 | 0.37 |
Insurance | 1.13 | - |
Capital Markets | 2.87 | 9.22 |
Consumer Durables | 4.67 | 6.97 |
Chemicals & Petrochemicals | 1.1 | - |
Transport Services | 0.93 | - |
Finance | 3.31 | 1.01 |
Industrial Products | 1.74 | 3.01 |
Construction | 1.27 | 0.63 |
Agricultural, Commercial & Construction Vehicles | 1.96 | - |
Gas | 0.42 | - |
Retailing | 1.04 | 10.79 |
Food Products | 0.57 | - |
Automobiles | 0.99 | 3.7 |
Healthcare Services | 0.71 | 2.16 |
Beverages | 1.04 | 0.06 |
Textiles & Apparels | 1.87 | - |
Leisure Services | 1.8 | 0.92 |
Power | 2.87 | 3.74 |
Realty | - | 3.9 |
Electrical Equipment | - | 17.12 |
Paper, Forest & Jute Products | - | 0.77 |
Aerospace & Defense | - | 4.66 |
Financial Technology (Fintech) | - | 3.16 |
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