SBI Large & MIDCap Fund vs HSBC Large & Mid Cap Fund compare

Link copied to clipboard!

SBI Large & MIDCap Fund- Regular Plan -Growth

Invest Now

HSBC Large & Mid Cap Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
Fund	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹31296 Cr	₹4173 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	25 May 2005	03 Apr 2019
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	25%	68%
Expense Ratio	1.6	1.91
Manager	Pradeep Kesavan	Cheenu Gupta
ISIN Code	INF200K01305	INF336L01NY9
Exits Load	SBI Large & Midcap Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365	HSBC Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
1 Month	4.58%	3.07%
6 Month	5.22%	-6.74%
1 Year	6.23%	-0.29%
3 Year	22.95%	24.06%
5 Year	25.57%	23.98%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
6 Month	9.75%	12.59%
1 Year	13.1%	9.35%
3 Year	19.3%	21.75%
5 Year	20.11%	20.1%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
1 Year	14.46%	19.55%
3 Year	14.87%	19.09%
5 Year	14.98%	21.88%

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation	11.75%	16.83%
Sharp	1.05%	0.85%
Beta	0.81%	0.98%
Alpha	1.22%	3.72%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
Name	Pradeep Kesavan	Cheenu Gupta
Total AUM	₹434274 Cr	₹0 Cr
Funds Managed	43	9
	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
Others	4.29	3.57
Large Cap	39.88	49.91
Small Cap	17.42	9.62
Mid Cap	38.41	36.91

Scheme Name	SBI Large & MIDCap Fund- Regular Plan -Growth	HSBC Large & Mid Cap Fund - Regular Growth
Others	4.29	1.34
Petroleum Products	3.45	-
IT - Software	5.37	-
Pharmaceuticals & Biotechnology	10.26	-
Industrial Manufacturing	1.58	-
Cement & Cement Products	4.78	-
Construction	2.3	-
Banks	23	-
Diversified FMCG	1.5	-
Non - Ferrous Metals	2.51	-
Ferrous Metals	3.33	-
Auto Components	8.37	-
Personal Products	2.9	-
Telecom - Services	1.73	-
Capital Markets	2.92	-
Consumer Durables	4.53	-
Chemicals & Petrochemicals	0.57	-
Transport Services	0.85	-
Finance	2.79	-
Industrial Products	1.43	-
Agricultural, Commercial & Construction Vehicles	2.04	-
Gas	0.31	-
Retailing	1.37	-
Food Products	0.47	-
Healthcare Services	0.58	-
Beverages	0.98	-
Textiles & Apparels	2.26	-
Leisure Services	1.79	-
Power	1.74	-
Energy	-	0.02
Industrials	-	21.97
Technology	-	7.44
Financial Services	-	28.13
Consumer Cyclical	-	20.38
Healthcare	-	9.95
Basic Materials	-	2.43
Utilities	-	2.48
Consumer Defensive	-	2.6
Real Estate	-	0.09
Communication Services	-	3.15