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 | 3.91% | 2.55% |
6 Month | -1.91% | -8.4% |
1 Year | 14.47% | 2.86% |
3 Year | 21.74% | 16.66% |
5 Year | 24.41% | 23.04% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 1.69% | -3.46% |
1 Year | 1.16% | -12.89% |
3 Year | 24.14% | 16.54% |
5 Year | 21.66% | 17.5% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 13.52% | 21.03% |
3 Year | 14.27% | 19.46% |
5 Year | 14.77% | 21.66% |
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 | 0.76% | 0.444% |
Beta | 0.97% | 0.981% |
Alpha | 2.95% | 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 | 3.8 | 1.85 |
Large Cap | 35.92 | 44.97 |
Mid Cap | 42.59 | 40.28 |
Small Cap | 17.69 | 12.89 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 2.01 | 1.85 |
Communication Services | 1.79 | 1.52 |
Consumer Cyclical | 23.58 | 16.84 |
Healthcare | 14.39 | 7.54 |
Real Estate | 6.51 | 2.12 |
Financial Services | 27.11 | 22.6 |
Basic Materials | 4.56 | 1.65 |
Industrials | 10.18 | 25.68 |
Consumer Defensive | 2.23 | 0.41 |
Technology | 7.63 | 16.65 |
Energy | - | 0.02 |
Utilities | - | 3.11 |
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