HSBC Large & Mid Cap Fund vs Quant Large and Mid Cap Fund compare

HSBC Large & Mid Cap Fund vs Quant Large and Mid Cap Fund compare

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HSBC Large & Mid Cap Fund - Regular Growth

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Quant Large and Mid Cap Fund-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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	1.36%	-3.71%
6 Month	16.5%	6.53%
1 Year	-1.2%	-12.42%
3 Year	18.83%	16.74%
5 Year	22.3%	22.27%

SIP Return Analysis

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Quant Large and Mid Cap Fund-Growth
6 Month	6.46%	-0.37%
1 Year	4.66%	-6.09%
3 Year	18.05%	11.73%
5 Year	17.77%	16.49%

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	15.88%	16.673%
Sharp	0.82%	0.777%
Beta	0.97%	1.094%
Alpha	3.94%	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	7.39	12.6
Large Cap	44.12	47.52
Small Cap	9.84	2.86
Mid Cap	38.64	37.02

Sector Allocation

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Quant Large and Mid Cap Fund-Growth
Others	1.95	11.88
Energy	0.02	11.78
Industrials	22.34	13.47
Technology	8.33	1.41
Financial Services	30.09	10.37
Consumer Cyclical	18.57	7.95
Healthcare	9.39	7.27
Basic Materials	2.13	7.21
Utilities	2	4.77
Consumer Defensive	1.71	16.32
Real Estate	0.09	3.75
Communication Services	3.38	3.82

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