Quant Large and Mid Cap Fund vs HSBC Large & Mid Cap Fund compare
HSBC Large & Mid Cap Fund - Regular Growth
Quant Large and Mid Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Fund | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹4365 Cr | ₹3612 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 03 Apr 2019 | 09 Jan 2007 |
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% | % |
Expense Ratio | 1.91 | 1.9 |
Manager | Cheenu Gupta | Sanjeev Sharma |
ISIN Code | INF336L01NY9 | INF966L01341 |
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 | Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Month | -2.83% | -5.3% |
6 Month | 5.67% | -0.82% |
1 Year | -3.53% | -14.37% |
3 Year | 19.18% | 17.78% |
5 Year | 22.61% | 22.9% |
SIP Return Analysis
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
6 Month | 7.85% | 3.22% |
1 Year | 5.32% | -2.36% |
3 Year | 19.44% | 14.8% |
5 Year | 18.76% | 18.61% |
Rolling Lumpsum Returns
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
1 Year | 18.59% | 14.36% |
3 Year | 19.45% | 16.59% |
5 Year | 22.51% | 14.6% |
Risk Management
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 16.47% | 16.673% |
Sharp | 1.04% | 0.777% |
Beta | 0.98% | 1.094% |
Alpha | 3.83% | 4.454% |
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Fund Managers
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
---|---|---|
Name | Cheenu Gupta | Sanjeev Sharma |
Total AUM | ₹0 Cr | ₹39731 Cr |
Funds Managed | 9 | 22 |
HSBC Large & Mid Cap Fund - Regular Growth | Quant Large and Mid Cap Fund-Growth |
Market Cap
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 3.57 | 6.75 |
Large Cap | 49.91 | 51.66 |
Small Cap | 9.62 | 2.72 |
Mid Cap | 36.91 | 38.87 |
Sector Allocation
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
Quant Large and Mid Cap Fund-Growth |
---|---|---|
Others | 1.34 | 6 |
Energy | 0.02 | 11.95 |
Industrials | 21.97 | 13.09 |
Technology | 7.44 | 1.38 |
Financial Services | 28.13 | 14.6 |
Consumer Cyclical | 20.38 | 7.89 |
Healthcare | 9.95 | 6.89 |
Basic Materials | 2.43 | 8.64 |
Utilities | 2.48 | 4.59 |
Consumer Defensive | 2.6 | 17.3 |
Real Estate | 0.09 | 3.8 |
Communication Services | 3.15 | 3.87 |
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