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 | 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 | 5.27% | 2.95% |
6 Month | -6.12% | -11.33% |
1 Year | 10.3% | 7.87% |
3 Year | 15.38% | 15.97% |
5 Year | 26.21% | 24.74% |
SIP Return Analysis
Scheme Name | SBI Large & MIDCap Fund- Regular Plan -Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | -0.01% | -5.8% |
1 Year | -2.09% | -14.71% |
3 Year | 15.99% | 16.11% |
5 Year | 18.9% | 17.35% |
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 | 0.65% | 0.444% |
Beta | 0.84% | 0.981% |
Alpha | 0.73% | 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 | 7.11 | 1.85 |
Large Cap | 40.15 | 44.97 |
Small Cap | 16.88 | 12.89 |
Mid Cap | 35.86 | 40.28 |
Sector Allocation
Scheme Name |
SBI Large & MIDCap Fund- Regular Plan -Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 6.15 | 1.85 |
Energy | 3.33 | 0.02 |
Technology | 7.31 | 16.65 |
Basic Materials | 13.6 | 1.65 |
Industrials | 10 | 25.68 |
Consumer Defensive | 5.56 | 0.41 |
Financial Services | 26.38 | 22.6 |
Healthcare | 10.94 | 7.54 |
Consumer Cyclical | 11.6 | 16.84 |
Communication Services | 3 | 1.52 |
Utilities | 2.14 | 3.11 |
Real Estate | - | 2.12 |
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