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HDFC Large and Mid Cap Fund vs HSBC Large & Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | HDFC Large and Mid Cap Fund - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹28980 Cr | ₹4658 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 18 Feb 1994 | 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 | 9.01% | 68% |
| Expense Ratio | 1.66 | 1.91 |
| Manager | Dhruv Muchhal | Cheenu Gupta |
| ISIN Code | INF179KA1RT1 | INF336L01NY9 |
| Exits Load | HDFC Large and Mid Cap Fund - Regular - Growth charges 1.0% of sell value; if fund sold before 365 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 | HDFC Large and Mid Cap Fund - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | -4.76% | -5.5% |
| 6 Month | -3.54% | -3.23% |
| 1 Year | 5.88% | 2.25% |
| 3 Year | 18.43% | 18.79% |
| 5 Year | 19.72% | 15.96% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -3.58% | -5.04% |
| 1 Year | -0.08% | -0.22% |
| 3 Year | 11.18% | 10.97% |
| 5 Year | 15.58% | 13.92% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.13% | 15.74% |
| 3 Year | 13.32% | 19.63% |
| 5 Year | 12.35% | 22.15% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.97% | 13.09% |
| Sharp | 1.01% | 0.91% |
| Beta | 1.01% | 1.01% |
| Alpha | 0.78% | 1.04% |
Fund Managers
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Cheenu Gupta |
| Total AUM | ₹520687 Cr | ₹0 Cr |
| Funds Managed | 40 | 9 |
| HDFC Large and Mid Cap Fund - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 5 | 21.89 |
| Large Cap | 44.33 | 35.68 |
| Small Cap | 11.8 | 14.91 |
| Mid Cap | 38.88 | 27.53 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 0.96 | 1.41 |
| Communication Services | 3.21 | 3.96 |
| Energy | 3.29 | 1.55 |
| Technology | 10.03 | 8.62 |
| Consumer Cyclical | 14.04 | 20.03 |
| Healthcare | 12.07 | 7.26 |
| Basic Materials | 6.95 | 0.6 |
| Consumer Defensive | 2.84 | 1.39 |
| Industrials | 9.77 | 17.59 |
| Financial Services | 31.14 | 37.52 |
| Real Estate | 2.29 | - |
| Utilities | 3.41 | 0.07 |
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