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 | 3.55% | 3.7% |
6 Month | -1.4% | -10.66% |
1 Year | 4.03% | 1.36% |
3 Year | 25% | 23.79% |
5 Year | 28.89% | 24.46% |
SIP Return Analysis
Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 8.84% | 8.57% |
1 Year | 7.29% | 1.56% |
3 Year | 20.23% | 19.42% |
5 Year | 21.82% | 18.82% |
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 | 14.902% | 16.811% |
Sharp | 0.746% | 0.444% |
Beta | 1.012% | 0.981% |
Alpha | 4.586% | 1.122% |
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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 | 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 |
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