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

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

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tortoise-icon HSBC Large & Mid 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 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) ₹25412 Cr ₹4173 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 4.16% 3.92%
6 Month 2.97% -6.92%
1 Year 5.05% 1.97%
3 Year 26.24% 24.51%
5 Year 28.52% 24.29%

SIP Return Analysis

Scheme Name HDFC Large and Mid Cap Fund - Growth Option HSBC Large & Mid Cap Fund - Regular Growth
6 Month 11.23% 12.59%
1 Year 12.85% 9.35%
3 Year 22.26% 21.75%
5 Year 23% 20.1%

Rolling Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option HSBC Large & Mid Cap Fund - Regular Growth
1 Year 13.8% 19.55%
3 Year 11.12% 19.09%
5 Year 11.46% 21.88%

Risk Management

Scheme Name HDFC Large and Mid Cap Fund - Growth Option HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation 14.90% 16.83%
Sharp 1.02% 0.85%
Beta 1.01% 0.98%
Alpha 4.36% 3.72%

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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 4.34 3.57
Large Cap 46.49 49.91
Small Cap 14.47 9.62
Mid Cap 34.71 36.91

Sector Allocation

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

HSBC Large & Mid Cap Fund - Regular Growth

Others 2.25 1.34
Communication Services 3.28 3.15
Basic Materials 6.2 2.43
Energy 3.22 0.02
Technology 9.59 7.44
Consumer Cyclical 12.33 20.38
Healthcare 12.19 9.95
Industrials 11.32 21.97
Financial Services 31.36 28.13
Consumer Defensive 2.65 2.6
Real Estate 1.68 0.09
Utilities 3.92 2.48

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