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) | ₹6250 Cr | ₹3873 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 | 5.7% | 3.7% |
6 Month | -0.47% | -10.66% |
1 Year | 14.39% | 1.36% |
3 Year | 28.81% | 23.79% |
5 Year | 26.04% | 24.46% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 12.54% | 8.57% |
1 Year | 16.76% | 1.56% |
3 Year | 27.61% | 19.42% |
5 Year | 23.49% | 18.82% |
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% | 16.811% |
Sharp | 1.19% | 0.444% |
Beta | 0.97% | 0.981% |
Alpha | 4.13% | 1.122% |
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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 | 1.36 | 1.85 |
Large Cap | 34.86 | 44.97 |
Mid Cap | 45.97 | 40.28 |
Small Cap | 17.81 | 12.89 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 1.36 | 1.85 |
Telecom - Services | 1.98 | - |
Retailing | 13.58 | - |
Healthcare Services | 8.28 | - |
Realty | 7.49 | - |
Insurance | 4.01 | - |
Banks | 9.59 | - |
Consumer Durables | 5.39 | - |
Leisure Services | 3.85 | - |
Industrial Products | 4.57 | - |
Electrical Equipment | 2.98 | - |
Capital Markets | 6.45 | - |
Finance | 7.49 | - |
Ferrous Metals | 0.86 | - |
IT - Software | 3.38 | - |
Auto Components | 1.1 | - |
Automobiles | 2.74 | - |
Pharmaceuticals & Biotechnology | 6.1 | - |
Transport Services | 4.75 | - |
Cement & Cement Products | 2.66 | - |
Industrial Manufacturing | 1.39 | - |
Energy | - | 0.02 |
Industrials | - | 25.68 |
Technology | - | 16.65 |
Financial Services | - | 22.6 |
Consumer Cyclical | - | 16.84 |
Healthcare | - | 7.54 |
Basic Materials | - | 1.65 |
Utilities | - | 3.11 |
Consumer Defensive | - | 0.41 |
Real Estate | - | 2.12 |
Communication Services | - | 1.52 |
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