- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
HSBC Large & Mid Cap Fund vs HDFC Large and 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) | ₹23140 Cr | ₹3873 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 | 6.72% | 8.42% |
| 6 Month | 3.17% | -1.37% |
| 1 Year | 9.69% | 7.22% |
| 3 Year | 24.52% | 22.61% |
| 5 Year | 31.09% | 25.91% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 6.48% | 4.07% |
| 1 Year | 4.78% | -1.4% |
| 3 Year | 20.93% | 19.95% |
| 5 Year | 22.43% | 19.18% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 14.17% | 21.03% |
| 3 Year | 10.86% | 19.46% |
| 5 Year | 11.39% | 21.66% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.902% | 16.811% |
| Sharp | 0.746% | 0.444% |
| Beta | 1.012% | 0.981% |
| Alpha | 4.586% | 1.122% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 1.86 | 1.85 |
| Large Cap | 46.7 | 44.97 |
| Small Cap | 15.1 | 12.89 |
| Mid Cap | 36.35 | 40.28 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.03 | 1.85 |
| Communication Services | 2.8 | 1.52 |
| Basic Materials | 5.38 | 1.65 |
| Energy | 3.19 | 0.02 |
| Technology | 11.17 | 16.65 |
| Consumer Cyclical | 13.16 | 16.84 |
| Healthcare | 12.81 | 7.54 |
| Industrials | 11.76 | 25.68 |
| Financial Services | 30.96 | 22.6 |
| Consumer Defensive | 2.49 | 0.41 |
| Utilities | 3.91 | 3.11 |
| Real Estate | 1.35 | 2.12 |
Top Comparisons
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns9.97%
DSP Regular Savings Fund- Regular Plan - Growth
3Y Returns10.83%
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns25.36%
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
3Y Returns22.28%
Invesco India Midcap Fund - Growth Option
3Y Returns29.27%
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns32.46%
HDFC Gold ETF Fund of Fund - Growth Option
3Y Returns21.23%
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns0%
