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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) | ₹28892 Cr | ₹4664 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 | -0.7% | -1.62% |
| 6 Month | 0.56% | 1.57% |
| 1 Year | 7.84% | 1.04% |
| 3 Year | 20.02% | 20.06% |
| 5 Year | 20.17% | 16.19% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.86% | -0.46% |
| 1 Year | 9.97% | 10.36% |
| 3 Year | 13.89% | 13.84% |
| 5 Year | 16.87% | 15.25% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.14% | 15.98% |
| 3 Year | 13.28% | 19.59% |
| 5 Year | 12.34% | 22.18% |
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 | 5.09 | 17.69 |
| Large Cap | 44.28 | 36.62 |
| Small Cap | 11.85 | 14.79 |
| Mid Cap | 38.78 | 30.91 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.02 | 1.87 |
| Communication Services | 3.22 | 3.93 |
| Energy | 3.16 | 1.54 |
| Technology | 10.31 | 9.04 |
| Consumer Cyclical | 13.64 | 17.52 |
| Healthcare | 12.4 | 8.95 |
| Basic Materials | 6.59 | 0.06 |
| Consumer Defensive | 2.91 | 1.44 |
| Industrials | 9.77 | 19.7 |
| Financial Services | 31.25 | 35.87 |
| Real Estate | 2.34 | 0 |
| Utilities | 3.4 | 0.07 |
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