- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+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) | ₹28892 Cr | ₹4664 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 | 0.26% | 0.17% |
| 6 Month | 3.04% | 3.59% |
| 1 Year | 6.15% | -2.65% |
| 3 Year | 21.59% | 21.85% |
| 5 Year | 22.26% | 18.23% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.1% | -0.25% |
| 1 Year | 10.09% | 11.08% |
| 3 Year | 15.32% | 15.81% |
| 5 Year | 17.97% | 16.54% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.17% | 16.18% |
| 3 Year | 13.15% | 19.53% |
| 5 Year | 12.33% | 22.24% |
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 | 5.09 | 17.69 |
| Large Cap | 44.28 | 36.62 |
| Small Cap | 11.85 | 14.79 |
| Mid Cap | 38.78 | 30.91 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.02 | 1.87 |
| Communication Services | 3.22 | 3.93 |
| Energy | 3.16 | 1.54 |
| Technology | 10.31 | 9.04 |
| Consumer Cyclical | 13.6 | 17.52 |
| Healthcare | 12.4 | 8.95 |
| Basic Materials | 6.59 | 0.06 |
| Consumer Defensive | 2.91 | 1.44 |
| Industrials | 9.8 | 19.7 |
| Financial Services | 31.25 | 35.87 |
| Real Estate | 2.34 | 0 |
| Utilities | 3.4 | 0.07 |
Top Comparisons
WhiteOak Capital Multi Cap Fund - Regular (G)
3Y Returns0%
HSBC Multi Cap Fund - Regular - Growth
3Y Returns0%
BANDHAN Large Cap Fund - Regular Plan - Growth
3Y Returns18.43%
Motilal Oswal Large Cap Fund - Regular (G)
3Y Returns0%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns%
PGIM India Corporate Bond Fund - Growth
3Y Returns7.11%
Tata Corporate Bond Fund-Regular Plan-Growth
3Y Returns7.42%
