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) | ₹18624 Cr | ₹3873 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 | 2.35% | 3.7% |
6 Month | 3.62% | -10.66% |
1 Year | 8.98% | 1.36% |
3 Year | 25.46% | 23.79% |
5 Year | 29.35% | 24.46% |
SIP Return Analysis
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 7.84% | 8.57% |
1 Year | 10.98% | 1.56% |
3 Year | 22.3% | 19.42% |
5 Year | 23.32% | 18.82% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 15.56% | 19.55% |
3 Year | 15.73% | 19.09% |
5 Year | 15.71% | 21.88% |
Risk Management
Scheme Name | ICICI Prudential Large & Mid Cap Fund - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.563% | 16.811% |
Sharp | 0.987% | 0.444% |
Beta | 0.848% | 0.981% |
Alpha | 6.911% | 1.122% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 6.9 | 1.85 |
Large Cap | 45.29 | 44.97 |
Mid Cap | 37.45 | 40.28 |
Small Cap | 10.36 | 12.89 |
Sector Allocation
Scheme Name |
ICICI Prudential Large & Mid Cap Fund - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 6.59 | 1.85 |
Basic Materials | 13.72 | 1.65 |
Energy | 3.45 | 0.02 |
Technology | 3.66 | 16.65 |
Healthcare | 4.64 | 7.54 |
Consumer Defensive | 8.68 | 0.41 |
Industrials | 7.93 | 25.68 |
Financial Services | 22.79 | 22.6 |
Consumer Cyclical | 23.75 | 16.84 |
Real Estate | 0 | 2.12 |
Communication Services | 2.43 | 1.52 |
Utilities | 2.34 | 3.11 |
Top Comparisons
Tata Mid Cap Growth Fund Regular Plan- Growth Option
3Y Returns25.05%
UTI Mid Cap Fund-Growth Option
3Y Returns22.92%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns21.84%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns27.31%
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth
3Y Returns10.29%
DSP Equity Savings Fund - Regular Plan - Growth
3Y Returns11.37%
HDFC Balanced Advantage Fund - Growth Plan
3Y Returns22.6%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns12.82%