Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

HDFC Large and Mid Cap Fund vs HSBC Large & Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon HDFC Large and Mid Cap Fund - Growth Option

Invest Now

tortoise-icon HSBC Large & Mid Cap Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹26949 Cr ₹4088 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 3.2% 2.05%
6 Month 9.66% 13.02%
1 Year 5.84% 3.07%
3 Year 20.66% 19.98%
5 Year 26.81% 22.12%

SIP Return Analysis

Scheme Name HDFC Large and Mid Cap Fund - Growth Option HSBC Large & Mid Cap Fund - Regular Growth
6 Month 2.95% 3.71%
1 Year 15% 15.16%
3 Year 18.2% 19.07%
5 Year 19.8% 18.24%

Rolling Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option HSBC Large & Mid Cap Fund - Regular Growth
1 Year 13.35% 17.43%
3 Year 11.41% 19.45%
5 Year 11.57% 22.42%

Risk Management

Scheme Name HDFC Large and Mid Cap Fund - Growth Option HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation 13.88% 15.70%
Sharp 0.95% 0.85%
Beta 1.04% 0.98%
Alpha 4.04% 4.67%

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 3.81 10.75
Large Cap 44.55 41.49
Small Cap 13.45 11.24
Mid Cap 38.19 36.52

Sector Allocation

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

HSBC Large & Mid Cap Fund - Regular Growth

Others 0.73 1.6
Communication Services 3.14 3.89
Energy 3.18 0.02
Technology 9.66 11.92
Consumer Cyclical 14.45 18.35
Healthcare 12.85 9.07
Basic Materials 6.85 0.75
Consumer Defensive 2.74 2.11
Industrials 10.27 21.76
Financial Services 30.08 29.05
Real Estate 2.33 0.08
Utilities 3.73 1.41

Top Comparisons

DSP Arbitrage Fund - Regular - Growth DSP Arbitrage Fund - Regular - Growth

3Y Returns6.94%

VS

UTI Arbitrage Fund - Regular Plan - Growth Option UTI Arbitrage Fund - Regular Plan - Growth Option

3Y Returns7.1%

Compare Now

SBI Infrastructure Fund -  Regular Plan - Growth SBI Infrastructure Fund - Regular Plan - Growth

3Y Returns22.4%

VS

Nippon India Power & Infra Fund-Growth Plan -Growth Option Nippon India Power & Infra Fund-Growth Plan -Growth Option

3Y Returns27.3%

Compare Now

Kotak Arbitrage Fund - Growth Kotak Arbitrage Fund - Growth

3Y Returns7.2%

VS

HSBC Arbitrage Fund - Regular Growth HSBC Arbitrage Fund - Regular Growth

3Y Returns6.84%

Compare Now

ICICI Prudential Ultra Short Term Fund - Growth ICICI Prudential Ultra Short Term Fund - Growth

3Y Returns7.21%

VS

Nippon India Ultra Short Duration Fund- Growth Option Nippon India Ultra Short Duration Fund- Growth Option

3Y Returns6.95%

Compare Now
Add to Cart Successfully