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 | -0.93% | -0.56% |
| 6 Month | 4.6% | -0.96% |
| 1 Year | -6.22% | -2.91% |
| 3 Year | 19.36% | 14.27% |
| 5 Year | 18.51% | 19.69% |
SIP Return Analysis
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 0.5% | 1.03% |
| 1 Year | 14.31% | 6.75% |
| 3 Year | 16.1% | 10.67% |
| 5 Year | 16.37% | 14.79% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 16.43% | 13.86% |
| 3 Year | 19.56% | 16.49% |
| 5 Year | 22.27% | 14.69% |
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 | 12.95 | 14.36 |
| Large Cap | 37.68 | 46.78 |
| Small Cap | 14.36 | 2.76 |
| Mid Cap | 35 | 36.1 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 3.79 | 8.23 |
| Energy | 0.02 | 10.52 |
| Industrials | 21.2 | 16.39 |
| Technology | 10.75 | 5.93 |
| Financial Services | 30.25 | 10.87 |
| Consumer Cyclical | 19.43 | 8.33 |
| Healthcare | 8.73 | 7.49 |
| Basic Materials | 0.06 | 6.43 |
| Real Estate | 0.16 | 3.72 |
| Utilities | 0.11 | 6.48 |
| Consumer Defensive | 1.56 | 11.49 |
| Communication Services | 3.93 | 4.12 |
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