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

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

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HDFC Large and Mid Cap Fund - Growth Option

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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)	₹28980 Cr	₹4658 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	-4.76%	-5.5%
6 Month	-3.54%	-3.23%
1 Year	5.88%	2.25%
3 Year	18.43%	18.79%
5 Year	19.72%	15.96%

SIP Return Analysis

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth
6 Month	-3.58%	-5.04%
1 Year	-0.08%	-0.22%
3 Year	11.18%	10.97%
5 Year	15.58%	13.92%

Rolling Lumpsum Returns

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth
1 Year	13.13%	15.74%
3 Year	13.32%	19.63%
5 Year	12.35%	22.15%

Risk Management

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation	13.71%	15.55%
Sharp	0.96%	0.86%
Beta	1.01%	1.01%
Alpha	0.74%	0.96%

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	21.89
Large Cap	44.33	35.68
Small Cap	11.8	14.91
Mid Cap	38.88	27.53

Sector Allocation

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth
Others	0.96	1.41
Communication Services	3.21	3.96
Energy	3.29	1.55
Technology	10.03	8.62
Consumer Cyclical	14.04	20.03
Healthcare	12.07	7.26
Basic Materials	6.95	0.6
Consumer Defensive	2.84	1.39
Industrials	9.77	17.59
Financial Services	31.14	37.52
Real Estate	2.29	-
Utilities	3.41	0.07

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