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) | ₹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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