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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) | ₹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% |
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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 |
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