LIC MF Large & Mid Cap Fund vs HSBC Large & Mid Cap Fund compare

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HSBC Large & Mid Cap Fund - Regular Growth

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LIC MF Large & Mid Cap Fund Regular-Growth

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LIC MF Large & Mid Cap Fund-Regular Plan-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	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Fund	HSBC Large & Mid Cap Fund - Regular Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Investment Plan	Growth	Growth	Growth
Level of Risk	Very High	Very High	Very High
Asset Size (Cr)	₹4658 Cr	₹3116 Cr	₹3116 Cr
Min Investment	₹5000	₹5000	₹5000
Min SIP Invesment	₹500	₹200	₹200
Min Addl Investment	₹1000	₹500	₹500
Launch Date	03 Apr 2019	25 Feb 2015	25 Feb 2015
Category	Large and Mid Cap	Large and Mid Cap	Large and Mid Cap
Fund Type	Open Ended	Open Ended	Open Ended
Benchmark	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI	NIFTY Large Midcap 250 TRI
Turn Over	68%	%	46%
Expense Ratio	1.91	1.9	1.9
Manager	Cheenu Gupta	Yogesh Patil	Yogesh Patil
ISIN Code	INF336L01NY9	INF767K01NB5	INF767K01NB5
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	LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
1 Month	-2.41%	-3.91%	-3.91%
6 Month	1.9%	-2.14%	-2.14%
1 Year	12.12%	5.91%	5.91%
3 Year	20.74%	17.73%	17.73%
5 Year	17.32%	15.76%	15.76%

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
6 Month	-5.04%	-5.54%	-5.54%
1 Year	-0.22%	-6.43%	-6.43%
3 Year	10.97%	8.73%	8.73%
5 Year	13.92%	11.58%	11.58%

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
1 Year	15.74%	12.28%	12.28%
3 Year	19.63%	15.46%	15.46%
5 Year	22.15%	15.49%	15.49%

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Standard Deviation	13.09%	12.59%	12.59%
Sharp	0.91%	0.79%	0.79%
Beta	1.01%	1.03%	1.03%
Alpha	1.04%	-1.79%	-1.79%

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Name	Cheenu Gupta	Yogesh Patil	Yogesh Patil
Total AUM	₹0 Cr	₹5898 Cr	₹5898 Cr
Funds Managed	9	7	7
	HSBC Large & Mid Cap Fund - Regular Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Others	21.89	7.69	7.69
Large Cap	35.68	40.24	40.24
Small Cap	14.91	16.75	16.75
Mid Cap	27.53	35.32	35.32

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	LIC MF Large & Mid Cap Fund Regular-Growth	LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Others	1.41	2.4	2.4
Energy	1.55	2.14	2.14
Industrials	17.59	20.48	20.48
Technology	8.62	7.13	7.13
Financial Services	37.52	25.53	25.53
Consumer Cyclical	20.03	16.13	16.13
Healthcare	7.26	6.71	6.71
Basic Materials	0.6	7.4	7.4
Utilities	0.07	2.34	2.34
Consumer Defensive	1.39	5.76	5.76
Communication Services	3.96	2.59	2.59
Real Estate	-	1.4	1.4