LIC MF Large & Mid Cap Fund vs HSBC Large & Mid Cap Fund compare
HSBC Large & Mid Cap Fund - Regular Growth
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
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) | ₹4365 Cr | ₹3169 Cr | ₹3169 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
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 |
Trailing Lumpsum Returns
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 | -2.83% | -3.19% | -3.19% |
6 Month | 5.67% | 4.78% | 4.78% |
1 Year | -3.53% | -3.1% | -3.1% |
3 Year | 19.18% | 16.45% | 16.45% |
5 Year | 22.61% | 21.43% | 21.43% |
SIP Return Analysis
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 | 7.85% | 5.43% | 5.43% |
1 Year | 5.32% | 5.03% | 5.03% |
3 Year | 19.44% | 18.36% | 18.36% |
5 Year | 18.76% | 17.51% | 17.51% |
Rolling Lumpsum Returns
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 | 18.59% | 13.18% | 13.18% |
3 Year | 19.45% | 15.19% | 15.19% |
5 Year | 22.51% | 15.17% | 15.17% |
Risk Management
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 | 16.47% | 15.31% | 15.31% |
Sharp | 1.04% | 0.96% | 0.96% |
Beta | 0.98% | 0.98% | 0.98% |
Alpha | 3.83% | 1.41% | 1.41% |
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Fund Managers
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 |
Market Cap
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 | 3.57 | 4.97 | 4.97 |
Large Cap | 49.91 | 40.58 | 40.58 |
Small Cap | 9.62 | 18.61 | 18.61 |
Mid Cap | 36.91 | 35.84 | 35.84 |
Sector Allocation
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 | 1.34 | 3.15 | 3.15 |
Energy | 0.02 | 2.01 | 2.01 |
Industrials | 21.97 | 22.74 | 22.74 |
Technology | 7.44 | 6 | 6 |
Financial Services | 28.13 | 25.51 | 25.51 |
Consumer Cyclical | 20.38 | 14.29 | 14.29 |
Healthcare | 9.95 | 7.17 | 7.17 |
Basic Materials | 2.43 | 8.1 | 8.1 |
Utilities | 2.48 | 2.59 | 2.59 |
Consumer Defensive | 2.6 | 4.76 | 4.76 |
Real Estate | 0.09 | 1.43 | 1.43 |
Communication Services | 3.15 | 2.24 | 2.24 |
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