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) | ₹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 |
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