HSBC Large & Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Fund | INVESCO INDIA 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) | ₹7274 Cr | ₹4173 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Aug 2007 | 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 | 73% | 68% |
Expense Ratio | 1.8 | 1.91 |
Manager | Aditya Khemani | Cheenu Gupta |
ISIN Code | INF205K01247 | INF336L01NY9 |
Exits Load | Invesco India Large & Mid Cap Fund - 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 | INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Month | 0.96% | 1.22% |
6 Month | 5.36% | -4.58% |
1 Year | 11.94% | -1.32% |
3 Year | 28.53% | 22.99% |
5 Year | 25.32% | 23.53% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 13.34% | 11.28% |
1 Year | 21.5% | 8.73% |
3 Year | 28.37% | 20.57% |
5 Year | 24% | 19.46% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 13.54% | 19.55% |
3 Year | 14.39% | 19.09% |
5 Year | 14.88% | 21.88% |
Risk Management
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.64% | 16.47% |
Sharp | 1.19% | 1.04% |
Beta | 0.97% | 0.98% |
Alpha | 4.13% | 3.83% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Name | Aditya Khemani | Cheenu Gupta |
Total AUM | ₹12070 Cr | ₹0 Cr |
Funds Managed | 3 | 9 |
INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
Market Cap
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 6.51 | 3.57 |
Large Cap | 33.25 | 49.91 |
Mid Cap | 41.24 | 36.91 |
Small Cap | 19 | 9.62 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 0.59 | 1.34 |
Communication Services | 1.83 | 3.15 |
Consumer Cyclical | 20.35 | 20.38 |
Healthcare | 14.87 | 9.95 |
Real Estate | 7.41 | 0.09 |
Financial Services | 28.9 | 28.13 |
Technology | 8.24 | 7.44 |
Basic Materials | 4.92 | 2.43 |
Industrials | 12.9 | 21.97 |
Energy | - | 0.02 |
Utilities | - | 2.48 |
Consumer Defensive | - | 2.6 |
Top Comparisons
SBI Magnum Medium Duration Fund - Regular Plan - Growth
3Y Returns7.8%
Nippon India Medium Duration Fund - Growth Option
3Y Returns8.28%
Kotak Low Duration Fund- Regular Plan-Growth Option
3Y Returns7.06%
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns7.01%
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
Quant Multi Cap Fund-Growth
3Y Returns18.57%
Nippon India Small Cap Fund Regular Growth
3Y Returns29.12%
Nippon India Small Cap Fund - Growth Plan - Bonus Option
3Y Returns27.3%