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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) | ₹9406 Cr | ₹4664 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 | -3.49% | -1.62% |
| 6 Month | -0.65% | 1.93% |
| 1 Year | 4.06% | -3.33% |
| 3 Year | 24.07% | 20.86% |
| 5 Year | 19.97% | 18.08% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.98% | 1.35% |
| 1 Year | 12.36% | 13.81% |
| 3 Year | 20.85% | 15.7% |
| 5 Year | 20.12% | 16.44% |
Rolling Lumpsum Returns
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 13.35% | 16.18% |
| 3 Year | 14.8% | 19.53% |
| 5 Year | 15.04% | 22.24% |
Risk Management
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 14.70% | 15.68% |
| Sharp | 1.10% | 0.82% |
| Beta | 1.00% | 1.01% |
| Alpha | 4.57% | 1.21% |
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 | 7.94 | 17.69 |
| Large Cap | 29.32 | 36.62 |
| Small Cap | 20.16 | 14.79 |
| Mid Cap | 42.57 | 30.91 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 1.5 | 1.87 |
| Communication Services | 1.61 | 3.93 |
| Consumer Cyclical | 20.42 | 17.52 |
| Healthcare | 18.7 | 8.95 |
| Real Estate | 7.19 | 0 |
| Financial Services | 30.26 | 35.87 |
| Technology | 6.01 | 9.04 |
| Basic Materials | 3.15 | 0.06 |
| Industrials | 11.16 | 19.7 |
| Energy | - | 1.54 |
| Utilities | - | 0.07 |
| Consumer Defensive | - | 1.44 |
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