Tata Large Cap Fund vs HSBC Large Cap Fund compare

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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tortoise-icon Tata Large Cap Fund -Regular Plan - Growth Option

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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 Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option HSBC Large Cap Fund - Regular Growth
Fund Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option HSBC Large Cap Fund - Regular Growth
Investment Plan Growth Growth Growth
Level of Risk Very High Very High Very High
Asset Size (Cr) ₹2316 Cr ₹2316 Cr ₹1896 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹100 ₹100 ₹500
Min Addl Investment ₹1000 ₹1000 ₹1000
Launch Date 07 May 1998 07 May 1998 10 Dec 2002
Category Large Cap Large Cap Large Cap
Fund Type Open Ended Open Ended Open Ended
Benchmark NIFTY 100 TRI NIFTY 100 TRI NIFTY 100 TRI
Turn Over 20.36% 20.36% 63%
Expense Ratio 2.05 2.05 2.13
Manager Kapil Malhotra Kapil Malhotra Gautam Bhupal
ISIN Code INF277K01931 INF277K01931 INF336L01016
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365 For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./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 Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option HSBC Large Cap Fund - Regular Growth
1 Month 2.58% 2.58% 2.83%
6 Month 19.16% 19.16% 17.35%
1 Year 32.72% 32.72% 38.14%
3 Year 15.77% 15.77% 16.79%
5 Year 20.05% 20.05% 18.73%

SIP Return Analysis

Scheme Name Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option HSBC Large Cap Fund - Regular Growth
6 Month - - -
1 Year 16.44% 16.44% 13.47%
3 Year 35.74% 35.74% 31.86%
5 Year 67.49% 67.49% 58.47%

Rolling Lumpsum Returns

Scheme Name Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option HSBC Large Cap Fund - Regular Growth
1 Year 20.39% 20.39% 18.79%
3 Year 50.56% 50.56% 45.54%
5 Year 72.58% 72.58% 65.33%

Risk Management

Scheme Name Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option HSBC Large Cap Fund - Regular Growth
Standard Deviation 12.66% 12.66% 12.72%
Sharp 0.77% 0.77% 0.84%
Beta 0.98% 0.98% 0.98%
Alpha 1.01% 1.01% 0.05%

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Fund Managers

Scheme Name Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option HSBC Large Cap Fund - Regular Growth
Name Kapil Malhotra Kapil Malhotra Gautam Bhupal
Total AUM ₹18472 Cr ₹18472 Cr ₹25949 Cr
Fund Manage 7 7 13
Tata Large Cap Fund -Regular Plan - Growth Option Tata Large Cap Fund -Regular Plan - Growth Option HSBC Large Cap Fund - Regular Growth

Market Cap

Scheme Name

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

HSBC Large Cap Fund - Regular Growth

Others 1.57 1.57 1.95
Large Cap 86.91 86.91 84.51
Small Cap 4.78 4.78 2.04
Mid Cap 6.74 6.74 11.5

Sector Allocation

Scheme Name

Tata Large Cap Fund -Regular Plan - Growth Option

Tata Large Cap Fund -Regular Plan - Growth Option

HSBC Large Cap Fund - Regular Growth

Others 1.55 1.55 1.95
Materials 3.91 3.91 5.22
Energy 17.34 17.34 11.43
Capital Goods 5.76 5.76 2.5
Technology 8.66 8.66 5.68
Consumer Staples 8.69 8.69 5.96
Construction 5.73 5.73 12.47
Metals & Mining 2.31 2.31 2.31
Financial 27.64 27.64 27.34
Healthcare 6 6 6.53
Insurance 0.7 0.7 -
Automobile 6.34 6.34 5.15
Communication 0.81 0.81 2.89
Services 4.56 4.56 8.62
Consumer Discretionary - - 1.55
Textiles - - 0.4

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