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) | ₹28487 Cr | ₹4613 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 | -1.7% | -2.23% |
| 6 Month | 0.48% | 0.72% |
| 1 Year | 0.67% | -7.93% |
| 3 Year | 18.65% | 18.52% |
| 5 Year | 21.94% | 18.11% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 2.4% | 1.1% |
| 1 Year | 14.77% | 13.04% |
| 3 Year | 16.22% | 16.04% |
| 5 Year | 18.29% | 16.41% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.19% | 16.43% |
| 3 Year | 13.1% | 19.56% |
| 5 Year | 12.3% | 22.27% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 13.88% | 15.68% |
| Sharp | 0.89% | 0.82% |
| Beta | 1.01% | 1.01% |
| Alpha | 0.81% | 1.21% |
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 | 5.29 | 12.95 |
| Large Cap | 43.58 | 37.68 |
| Small Cap | 12.99 | 14.36 |
| Mid Cap | 38.14 | 35 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.87 | 3.79 |
| Communication Services | 3.23 | 3.93 |
| Energy | 3.22 | 0.02 |
| Technology | 9.69 | 10.75 |
| Consumer Cyclical | 13.57 | 19.43 |
| Healthcare | 12.61 | 8.73 |
| Basic Materials | 6.63 | 0.06 |
| Consumer Defensive | 2.8 | 1.56 |
| Industrials | 10.06 | 21.2 |
| Financial Services | 30.26 | 30.25 |
| Real Estate | 2.46 | 0.16 |
| Utilities | 3.6 | 0.11 |
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