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

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tortoise-icon HSBC Large & Mid Cap Fund - Regular Growth

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tortoise-icon LIC MF Large & Mid Cap Fund Regular-Growth

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tortoise-icon 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) ₹3873 Cr ₹2916 Cr ₹2916 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 5.71% 4.19% 4.19%
6 Month -4.34% -0.46% -0.46%
1 Year 4.42% 9.58% 9.58%
3 Year 21.23% 18.83% 18.83%
5 Year 25.87% 24.56% 24.56%

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 4.07% 5.28% 5.28%
1 Year -1.4% 3.08% 3.08%
3 Year 19.95% 19.64% 19.64%
5 Year 19.18% 18.52% 18.52%

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 21.03% 13.91% 13.91%
3 Year 19.46% 15.15% 15.15%
5 Year 21.66% 14.36% 14.36%

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 16.811% 15.222% 15.222%
Sharp 0.444% 0.407% 0.407%
Beta 0.981% 0.962% 0.962%
Alpha 1.122% -0.018% -0.018%

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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 1.85 6.28 6.28
Large Cap 44.97 40.11 40.11
Small Cap 12.89 17.15 17.15
Mid Cap 40.28 36.45 36.45

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 1.85 3.86 3.86
Energy 0.02 3.14 3.14
Industrials 25.68 22.2 22.2
Technology 16.65 6.14 6.14
Financial Services 22.6 24.53 24.53
Consumer Cyclical 16.84 16.41 16.41
Healthcare 7.54 6.48 6.48
Basic Materials 1.65 9.16 9.16
Utilities 3.11 2.41 2.41
Consumer Defensive 0.41 2.77 2.77
Real Estate 2.12 1.16 1.16
Communication Services 1.52 1.74 1.74

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