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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) | ₹26158 Cr | ₹4314 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 | 3.2% | 4.62% |
| 6 Month | 18.22% | 25.45% |
| 1 Year | -1.68% | -1.14% |
| 3 Year | 20.44% | 20.63% |
| 5 Year | 25.38% | 22.25% |
SIP Return Analysis
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 4.07% | 7.45% |
| 1 Year | 12.32% | 14.92% |
| 3 Year | 18.23% | 20.03% |
| 5 Year | 19.9% | 18.66% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.53% | 18.59% |
| 3 Year | 11.24% | 19.45% |
| 5 Year | 11.53% | 22.51% |
Risk Management
| Scheme Name | HDFC Large and Mid Cap Fund - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.05% | 15.89% |
| Sharp | 0.85% | 0.75% |
| Beta | 1.03% | 0.98% |
| Alpha | 4.53% | 4.87% |
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 | 3.57 | 7.93 |
| Large Cap | 44.13 | 43.35 |
| Small Cap | 14.19 | 10.48 |
| Mid Cap | 38.11 | 38.25 |
Sector Allocation
| Scheme Name |
HDFC Large and Mid Cap Fund - Growth Option |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 0.65 | 1.21 |
| Communication Services | 3.21 | 3.26 |
| Energy | 3.12 | 0.02 |
| Technology | 9.6 | 8.74 |
| Consumer Cyclical | 13.7 | 19.07 |
| Healthcare | 12.95 | 9.77 |
| Industrials | 10.83 | 24.44 |
| Basic Materials | 6.59 | 1.09 |
| Consumer Defensive | 2.6 | 1.76 |
| Financial Services | 30.65 | 28.58 |
| Real Estate | 2.4 | 0.09 |
| Utilities | 3.7 | 1.96 |
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