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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) | ₹8753 Cr | ₹4664 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 | -1.7% | -3.61% |
| 6 Month | -1.68% | 3.28% |
| 1 Year | -1.86% | -8% |
| 3 Year | 11.92% | 19.32% |
| 5 Year | 15.33% | 17.73% |
SIP Return Analysis
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | -0.11% | 0.5% |
| 1 Year | 6.97% | 14.31% |
| 3 Year | 9.74% | 16.1% |
| 5 Year | 12.48% | 16.37% |
Rolling Lumpsum Returns
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 15.58% | 16.18% |
| 3 Year | 15.1% | 19.53% |
| 5 Year | 14.59% | 22.24% |
Risk Management
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.3% | 15.68% |
| Sharp | 0.56% | 0.82% |
| Beta | 0.89% | 1.01% |
| Alpha | -3.98% | 1.21% |
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 | 7.33 | 17.69 |
| Large Cap | 45.37 | 36.62 |
| Small Cap | 13.85 | 14.79 |
| Mid Cap | 33.44 | 30.91 |
Sector Allocation
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 4.85 | 1.87 |
| Communication Services | 6.35 | 3.93 |
| Energy | 5.01 | 1.54 |
| Technology | 3.29 | 9.04 |
| Industrials | 11.56 | 19.7 |
| Basic Materials | 13.83 | 0.06 |
| Financial Services | 31.62 | 35.87 |
| Healthcare | 3.99 | 8.95 |
| Consumer Defensive | 7.52 | 1.44 |
| Consumer Cyclical | 5.3 | 17.52 |
| Utilities | 2.57 | 0.07 |
| Real Estate | 4.11 | 0 |
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