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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) | ₹8125 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% | 4.94% |
| 6 Month | 26.16% | 24.45% |
| 1 Year | 6.28% | -0.53% |
| 3 Year | 25.33% | 20.73% |
| 5 Year | 23.87% | 22.43% |
SIP Return Analysis
| Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 6.38% | 7.45% |
| 1 Year | 21.53% | 14.92% |
| 3 Year | 26.59% | 20.03% |
| 5 Year | 22.88% | 18.66% |
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% | 15.89% |
| Sharp | 1.14% | 0.75% |
| Beta | 1% | 0.98% |
| Alpha | 5.8% | 4.87% |
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 | 5.91 | 7.93 |
| Large Cap | 32.05 | 43.35 |
| Mid Cap | 43.01 | 38.25 |
| Small Cap | 19.03 | 10.48 |
Sector Allocation
| Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 0.58 | 1.21 |
| Communication Services | 1.69 | 3.26 |
| Consumer Cyclical | 20.16 | 19.07 |
| Healthcare | 20.02 | 9.77 |
| Real Estate | 6.87 | 0.09 |
| Financial Services | 27.29 | 28.58 |
| Technology | 5.99 | 8.74 |
| Basic Materials | 4.33 | 1.09 |
| Industrials | 13.09 | 24.44 |
| Energy | - | 0.02 |
| Utilities | - | 1.96 |
| Consumer Defensive | - | 1.76 |
Top Comparisons
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