HSBC Large & Mid Cap Fund vs Quant Large and Mid Cap Fund compare
HSBC Large & Mid Cap Fund - Regular Growth
Quant Large and Mid Cap Fund-Growth
Chart Comparison
Overview
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Fund | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹4664 Cr | ₹3612 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 03 Apr 2019 | 09 Jan 2007 |
| 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 | 68% | % |
| Expense Ratio | 1.91 | 1.9 |
| Manager | Cheenu Gupta | Sanjeev Sharma |
| ISIN Code | INF336L01NY9 | INF966L01341 |
| Exits Load | HSBC Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Month | -1.62% | -1.24% |
| 6 Month | 1.93% | -2.7% |
| 1 Year | -3.33% | -0.84% |
| 3 Year | 20.86% | 16.04% |
| 5 Year | 18.08% | 18.84% |
SIP Return Analysis
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | -0.25% | -0.34% |
| 1 Year | 11.08% | 3.04% |
| 3 Year | 15.81% | 10.16% |
| 5 Year | 16.54% | 14.77% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 16.18% | 13.79% |
| 3 Year | 19.53% | 16.43% |
| 5 Year | 22.24% | 14.7% |
Risk Management
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 15.68% | 16.673% |
| Sharp | 0.82% | 0.777% |
| Beta | 1.01% | 1.094% |
| Alpha | 1.21% | 4.454% |
Fund Managers
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Name | Cheenu Gupta | Sanjeev Sharma |
| Total AUM | ₹0 Cr | ₹39731 Cr |
| Funds Managed | 9 | 22 |
| HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
Market Cap
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 17.69 | 22.6 |
| Large Cap | 36.62 | 45.35 |
| Small Cap | 14.79 | 2.81 |
| Mid Cap | 30.91 | 29.24 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 1.87 | 16.78 |
| Energy | 1.54 | 10.11 |
| Industrials | 19.7 | 12.84 |
| Technology | 9.04 | 5.82 |
| Financial Services | 35.87 | 11.09 |
| Consumer Cyclical | 17.52 | 8.93 |
| Healthcare | 8.95 | 6.96 |
| Basic Materials | 0.06 | 6.08 |
| Real Estate | 0 | 3.59 |
| Utilities | 0.07 | 6.2 |
| Consumer Defensive | 1.44 | 9.37 |
| Communication Services | 3.93 | 2.23 |
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