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Tata Large & Mid Cap Fund vs HSBC Large & Mid Cap Fund compare
Tata Large & Mid Cap Fund- Regular Plan - Growth Option
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Fund | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹8510 Cr | ₹4088 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 31 Mar 2003 | 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 | 10.69% | 68% |
| Expense Ratio | 1.77 | 1.91 |
| Manager | Chandraprakash Padiyar | Cheenu Gupta |
| ISIN Code | INF277K01428 | INF336L01NY9 |
| Exits Load | Tata Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 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 |
Trailing Lumpsum Returns
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 3.12% | 2.05% |
| 6 Month | 5.18% | 13.02% |
| 1 Year | -0.35% | 3.07% |
| 3 Year | 13.93% | 19.98% |
| 5 Year | 19.72% | 22.12% |
SIP Return Analysis
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -1.07% | 1.81% |
| 1 Year | 3.01% | 10.99% |
| 3 Year | 9.46% | 16.95% |
| 5 Year | 12.58% | 16.91% |
Rolling Lumpsum Returns
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.92% | 17.43% |
| 3 Year | 15.25% | 19.45% |
| 5 Year | 14.51% | 22.42% |
Risk Management
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 12.58% | 15.66% |
| Sharp | 0.59% | 0.84% |
| Beta | 0.89% | 1.00% |
| Alpha | -3.26% | 1.09% |
Fund Managers
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Name | Chandraprakash Padiyar | Cheenu Gupta |
| Total AUM | ₹15627 Cr | ₹0 Cr |
| Funds Managed | 3 | 9 |
| Tata Large & Mid Cap Fund- Regular Plan - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
Market Cap
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 7.72 | 10.75 |
| Large Cap | 43.92 | 41.49 |
| Small Cap | 14.32 | 11.24 |
| Mid Cap | 34.04 | 36.52 |
Sector Allocation
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 5.85 | 1.6 |
| Communication Services | 5.82 | 3.89 |
| Energy | 4.49 | 0.02 |
| Technology | 3.38 | 11.92 |
| Industrials | 9.83 | 21.76 |
| Basic Materials | 14.29 | 0.75 |
| Financial Services | 31.25 | 29.05 |
| Healthcare | 5.63 | 9.07 |
| Consumer Defensive | 7.56 | 2.11 |
| Consumer Cyclical | 5.5 | 18.35 |
| Utilities | 2.45 | 1.41 |
| Real Estate | 3.93 | 0.08 |
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