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) | ₹7943 Cr | ₹3873 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 | 2.2% | 2.55% |
6 Month | -5.1% | -8.4% |
1 Year | 4.44% | 2.86% |
3 Year | 16.32% | 16.66% |
5 Year | 22.27% | 23.04% |
SIP Return Analysis
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 1.86% | -3.46% |
1 Year | -3.84% | -12.89% |
3 Year | 13.97% | 16.54% |
5 Year | 16.5% | 17.5% |
Rolling Lumpsum Returns
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 16.65% | 21.03% |
3 Year | 15.07% | 19.46% |
5 Year | 14.35% | 21.66% |
Risk Management
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 11.3% | 16.811% |
Sharp | 0.61% | 0.444% |
Beta | 0.86% | 0.981% |
Alpha | 0.19% | 1.122% |
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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 | 5.97 | 1.85 |
Large Cap | 43.35 | 44.97 |
Mid Cap | 36.2 | 40.28 |
Small Cap | 14.48 | 12.89 |
Sector Allocation
Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 5.77 | 1.85 |
Communication Services | 5.31 | 1.52 |
Energy | 4.53 | 0.02 |
Technology | 4.49 | 16.65 |
Basic Materials | 11.06 | 1.65 |
Industrials | 11.22 | 25.68 |
Financial Services | 33.79 | 22.6 |
Consumer Defensive | 6.26 | 0.41 |
Healthcare | 6.97 | 7.54 |
Consumer Cyclical | 6.92 | 16.84 |
Utilities | 1.73 | 3.11 |
Real Estate | 1.96 | 2.12 |
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