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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) | ₹8007 Cr | ₹4314 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 | -2.5% | 0.16% |
| 6 Month | 22.26% | 19.69% |
| 1 Year | 6.2% | -3.91% |
| 3 Year | 24.52% | 19.55% |
| 5 Year | 23.01% | 21.11% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 8.38% | 6.01% |
| 1 Year | 21.2% | 7.89% |
| 3 Year | 28.34% | 19.7% |
| 5 Year | 24.07% | 18.84% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.56% | 18.59% |
| 3 Year | 14.49% | 19.45% |
| 5 Year | 14.94% | 22.51% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.64% | 15.88% |
| Sharp | 1.29% | 0.82% |
| Beta | 0.99% | 0.97% |
| Alpha | 5.64% | 3.94% |
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 | 5.36 | 7.39 |
| Large Cap | 32.23 | 44.12 |
| Mid Cap | 43.5 | 38.64 |
| Small Cap | 18.9 | 9.84 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.93 | 1.95 |
| Communication Services | 1.71 | 3.38 |
| Consumer Cyclical | 20.4 | 18.57 |
| Healthcare | 19.28 | 9.39 |
| Real Estate | 7.26 | 0.09 |
| Financial Services | 26.98 | 30.09 |
| Technology | 5.78 | 8.33 |
| Basic Materials | 4.33 | 2.13 |
| Industrials | 12.32 | 22.34 |
| Energy | - | 0.02 |
| Utilities | - | 2 |
| Consumer Defensive | - | 1.71 |
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