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) | ₹4658 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 | -5.5% | -10.07% |
| 6 Month | -3.23% | -10.49% |
| 1 Year | 2.25% | -9.12% |
| 3 Year | 18.79% | 11.55% |
| 5 Year | 15.96% | 16.16% |
SIP Return Analysis
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 6 Month | -5.04% | -8.69% |
| 1 Year | -0.22% | -15.07% |
| 3 Year | 10.97% | 2.44% |
| 5 Year | 13.92% | 10.12% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| 1 Year | 15.74% | 13.59% |
| 3 Year | 19.63% | 16.39% |
| 5 Year | 22.15% | 14.75% |
Risk Management
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Standard Deviation | 13.09% | 15.18% |
| Sharp | 0.91% | 0.6% |
| Beta | 1.01% | 1.12% |
| Alpha | 1.04% | -4.77% |
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 | 21.89 | 22.6 |
| Large Cap | 35.68 | 45.35 |
| Small Cap | 14.91 | 2.81 |
| Mid Cap | 27.53 | 29.24 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Quant Large and Mid Cap Fund-Growth |
|---|---|---|
| Others | 1.41 | 16.78 |
| Energy | 1.55 | 10.11 |
| Industrials | 17.59 | 12.84 |
| Technology | 8.62 | 5.82 |
| Financial Services | 37.52 | 11.09 |
| Consumer Cyclical | 20.03 | 8.93 |
| Healthcare | 7.26 | 6.96 |
| Basic Materials | 0.6 | 6.08 |
| Utilities | 0.07 | 6.2 |
| Consumer Defensive | 1.39 | 9.37 |
| Communication Services | 3.96 | 2.23 |
| Real Estate | - | 3.59 |
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