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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) | ₹8501 Cr | ₹4314 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 | 1.22% | 3.76% |
| 6 Month | 11.86% | 24.41% |
| 1 Year | -5.84% | -1.39% |
| 3 Year | 13.27% | 19.29% |
| 5 Year | 19.33% | 22.21% |
SIP Return Analysis
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.08% | 7.45% |
| 1 Year | 5.18% | 14.92% |
| 3 Year | 11.71% | 20.03% |
| 5 Year | 14.13% | 18.66% |
Rolling Lumpsum Returns
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 16.09% | 18.59% |
| 3 Year | 15.41% | 19.45% |
| 5 Year | 14.46% | 22.51% |
Risk Management
| Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.3% | 15.89% |
| Sharp | 0.63% | 0.75% |
| Beta | 0.88% | 0.98% |
| Alpha | -1.81% | 4.87% |
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 | 8.71 | 7.93 |
| Large Cap | 43.85 | 43.35 |
| Mid Cap | 34.26 | 38.25 |
| Small Cap | 13.17 | 10.48 |
Sector Allocation
| Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
HSBC Large & Mid Cap Fund - Regular Growth |
|---|---|---|
| Others | 7.61 | 1.21 |
| Communication Services | 5.67 | 3.26 |
| Energy | 4.44 | 0.02 |
| Technology | 2.43 | 8.74 |
| Basic Materials | 14.62 | 1.09 |
| Industrials | 10.01 | 24.44 |
| Financial Services | 31.09 | 28.58 |
| Healthcare | 6.77 | 9.77 |
| Consumer Cyclical | 5.22 | 19.07 |
| Consumer Defensive | 6.3 | 1.76 |
| Utilities | 2.18 | 1.96 |
| Real Estate | 3.67 | 0.09 |
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