Mirae Asset Large & Midcap Fund vs HSBC Large & Mid Cap Fund compare
HSBC Large & Mid Cap Fund - Regular Growth
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Fund | HSBC Large & Mid Cap Fund - Regular Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4314 Cr | ₹40554 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 03 Apr 2019 | 09 Jul 2010 |
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% | 52% |
Expense Ratio | 1.91 | 1.54 |
Manager | Cheenu Gupta | Neelesh Surana |
ISIN Code | INF336L01NY9 | INF769K01101 |
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 | Mirae Asset Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 3.76% | 3.16% |
6 Month | 24.41% | 18.53% |
1 Year | -1.39% | -1.85% |
3 Year | 19.29% | 15.48% |
5 Year | 22.21% | 20.67% |
SIP Return Analysis
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 7.45% | 4.98% |
1 Year | 14.92% | 14.25% |
3 Year | 20.03% | 15.83% |
5 Year | 18.66% | 15.53% |
Rolling Lumpsum Returns
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 18.59% | 15.41% |
3 Year | 19.45% | 20.32% |
5 Year | 22.51% | 21.56% |
Risk Management
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 15.89% | 13.70% |
Sharp | 0.75% | 0.60% |
Beta | 0.98% | 1.00% |
Alpha | 4.87% | 0.94% |
Fund Managers
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Name | Cheenu Gupta | Neelesh Surana |
Total AUM | ₹0 Cr | ₹49127 Cr |
Funds Managed | 9 | 2 |
HSBC Large & Mid Cap Fund - Regular Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 7.93 | 1.7 |
Large Cap | 43.35 | 50.62 |
Small Cap | 10.48 | 13.38 |
Mid Cap | 38.25 | 34.29 |
Sector Allocation
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
---|---|---|
Others | 1.21 | 0.96 |
Energy | 0.02 | 3.41 |
Industrials | 24.44 | 10.87 |
Technology | 8.74 | 9.48 |
Financial Services | 28.58 | 27.62 |
Consumer Cyclical | 19.07 | 15.37 |
Healthcare | 9.77 | 11.83 |
Basic Materials | 1.09 | 7.27 |
Utilities | 1.96 | 3.34 |
Consumer Defensive | 1.76 | 4.44 |
Real Estate | 0.09 | 1.87 |
Communication Services | 3.26 | 3.54 |
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