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) | ₹4088 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 | 4.01% | 4.2% |
| 6 Month | 15.05% | 4.41% |
| 1 Year | 5.74% | -3.02% |
| 3 Year | 20.63% | 16.95% |
| 5 Year | 21.97% | 24.14% |
SIP Return Analysis
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | 3.71% | 1.1% |
| 1 Year | 15.16% | 5.48% |
| 3 Year | 19.07% | 12.38% |
| 5 Year | 18.24% | 16.42% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 17.43% | 14.06% |
| 3 Year | 19.45% | 16.58% |
| 5 Year | 22.42% | 14.66% |
Risk Management
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 15.70% | 16.673% |
| Sharp | 0.85% | 0.777% |
| Beta | 0.98% | 1.094% |
| Alpha | 4.67% | 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 | 10.75 | 15.05 |
| Large Cap | 41.49 | 45.57 |
| Small Cap | 11.24 | 2.8 |
| Mid Cap | 36.52 | 36.58 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 1.6 | 9.27 |
| Energy | 0.02 | 9.84 |
| Industrials | 21.76 | 15.12 |
| Technology | 11.92 | 4.21 |
| Financial Services | 29.05 | 11.02 |
| Consumer Cyclical | 18.35 | 8.48 |
| Healthcare | 9.07 | 7.29 |
| Basic Materials | 0.75 | 6.16 |
| Utilities | 1.41 | 6.02 |
| Consumer Defensive | 2.11 | 15.25 |
| Real Estate | 0.08 | 3.57 |
| Communication Services | 3.89 | 3.76 |
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