HSBC Large & Mid Cap Fund vs ICICI Prudential Large & Mid Cap Fund compare
ICICI Prudential Large & Mid Cap Fund - Growth
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Fund | ICICI Prudential Large & Mid Cap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹23698 Cr | ₹4314 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Jul 1998 | 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 | 55% | 68% |
Expense Ratio | 1.7 | 1.91 |
Manager | Sharmila D'mello | Cheenu Gupta |
ISIN Code | INF109K01431 | INF336L01NY9 |
Exits Load | ICICI Prudential Large & Mid Cap Fund- Growth charges 1.0% of sell value; if fund sold before 30 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 | ICICI Prudential Large & Mid Cap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Month | 5.03% | 4.62% |
6 Month | 16.71% | 25.45% |
1 Year | 2.18% | -1.14% |
3 Year | 21.7% | 20.63% |
5 Year | 26.77% | 22.25% |
SIP Return Analysis
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 4.22% | 7.45% |
1 Year | 14.8% | 14.92% |
3 Year | 20.36% | 20.03% |
5 Year | 21.41% | 18.66% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 15.37% | 18.59% |
3 Year | 15.84% | 19.45% |
5 Year | 15.76% | 22.51% |
Risk Management
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.90% | 15.89% |
Sharp | 1.08% | 0.75% |
Beta | 0.86% | 0.98% |
Alpha | 6.56% | 4.87% |
Fund Managers
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Name | Sharmila D'mello | Cheenu Gupta |
Total AUM | ₹354743 Cr | ₹0 Cr |
Funds Managed | 35 | 9 |
ICICI Prudential Large & Mid Cap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
Market Cap
Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 8.49 | 7.93 |
Large Cap | 43.86 | 43.35 |
Mid Cap | 36.74 | 38.25 |
Small Cap | 10.91 | 10.48 |
Sector Allocation
Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 8.37 | 1.21 |
Energy | 3.8 | 0.02 |
Technology | 6.33 | 8.74 |
Healthcare | 5.62 | 9.77 |
Basic Materials | 11.57 | 1.09 |
Consumer Defensive | 8.31 | 1.76 |
Industrials | 8.62 | 24.44 |
Financial Services | 18.21 | 28.58 |
Consumer Cyclical | 23.11 | 19.07 |
Real Estate | 1.06 | 0.09 |
Communication Services | 2.88 | 3.26 |
Utilities | 2.1 | 1.96 |
Top Comparisons
Bandhan Banking & PSU Fund - Regular Growth
3Y Returns7.16%
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.36%
HDFC Gilt Fund - Growth Plan
3Y Returns7.13%
SBI Magnum Gilt Fund - Regular Plan - Growth
3Y Returns7.41%
Motilal Oswal Gold and Silver ETFs Fund of Funds(Regular Plan)
3Y Returns0%
Axis Gold Fund - Regular Plan - Growth Option
3Y Returns29.23%
HDFC Hybrid Debt Fund - Growth Plan
3Y Returns10.14%
SBI Conservative Hybrid Fund - Regular Plan - Growth
3Y Returns9.91%