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) | ₹4664 Cr | ₹43542 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹99 |
| 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 | -2.09% | -0.47% |
| 6 Month | 5.96% | 6.94% |
| 1 Year | -5.91% | 6.08% |
| 3 Year | 19.8% | 16.7% |
| 5 Year | 18.12% | 17.62% |
SIP Return Analysis
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | -0.25% | 2.06% |
| 1 Year | 11.08% | 15.63% |
| 3 Year | 15.81% | 14.99% |
| 5 Year | 16.54% | 14.96% |
Rolling Lumpsum Returns
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 16.18% | 14.88% |
| 3 Year | 19.53% | 20.08% |
| 5 Year | 22.24% | 21.39% |
Risk Management
| Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 15.68% | 13.54% |
| Sharp | 0.82% | 0.73% |
| Beta | 1.01% | 0.98% |
| Alpha | 1.21% | -1.46% |
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 | 17.69 | 3.52 |
| Large Cap | 36.62 | 52.53 |
| Small Cap | 14.79 | 13.7 |
| Mid Cap | 30.91 | 30.25 |
Sector Allocation
| Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 1.87 | 0.55 |
| Energy | 1.54 | 2.81 |
| Industrials | 19.7 | 9.93 |
| Technology | 9.04 | 8.03 |
| Financial Services | 35.87 | 30.91 |
| Consumer Cyclical | 17.52 | 16.33 |
| Healthcare | 8.95 | 11.13 |
| Basic Materials | 0.06 | 6.36 |
| Real Estate | 0 | 2.14 |
| Utilities | 0.07 | 3.16 |
| Consumer Defensive | 1.44 | 4.82 |
| Communication Services | 3.93 | 3.83 |
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