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) | ₹4314 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 | 4.94% | 2.3% |
6 Month | 24.45% | 11.1% |
1 Year | -0.53% | -11.92% |
3 Year | 20.73% | 16.14% |
5 Year | 22.43% | 22.99% |
SIP Return Analysis
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | 7.45% | -0.29% |
1 Year | 14.92% | -0.6% |
3 Year | 20.03% | 11.87% |
5 Year | 18.66% | 16.24% |
Rolling Lumpsum Returns
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Year | 18.59% | 14.36% |
3 Year | 19.45% | 16.59% |
5 Year | 22.51% | 14.6% |
Risk Management
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 15.89% | 16.673% |
Sharp | 0.75% | 0.777% |
Beta | 0.98% | 1.094% |
Alpha | 4.87% | 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 | 7.93 | 8.54 |
Large Cap | 43.35 | 51 |
Small Cap | 10.48 | 2.59 |
Mid Cap | 38.25 | 37.88 |
Sector Allocation
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 1.21 | 7.82 |
Energy | 0.02 | 11.58 |
Industrials | 24.44 | 15.16 |
Technology | 8.74 | 4.35 |
Financial Services | 28.58 | 10.64 |
Consumer Cyclical | 19.07 | 7.67 |
Healthcare | 9.77 | 6.95 |
Basic Materials | 1.09 | 6.46 |
Utilities | 1.96 | 5.03 |
Consumer Defensive | 1.76 | 16.97 |
Real Estate | 0.09 | 3.7 |
Communication Services | 3.26 | 3.66 |
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