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 | 5.86% | 10.24% |
6 Month | 0.29% | -2.98% |
1 Year | 6.78% | 8% |
3 Year | 19.85% | 22.08% |
5 Year | 24.15% | 25.47% |
SIP Return Analysis
Scheme Name | Tata Large & Mid Cap Fund- Regular Plan - Growth Option | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | 0.32% | -2.65% |
1 Year | -6.51% | -12.76% |
3 Year | 11.94% | 15.38% |
5 Year | 15.06% | 16.59% |
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 | 0.75% | 0.444% |
Beta | 0.85% | 0.981% |
Alpha | -0.02% | 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 | 6.01 | 1.85 |
Large Cap | 44.09 | 44.97 |
Mid Cap | 35.56 | 40.28 |
Small Cap | 14.34 | 12.89 |
Sector Allocation
Scheme Name |
Tata Large & Mid Cap Fund- Regular Plan - Growth Option |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 6.01 | 1.85 |
Telecom - Services | 5.62 | - |
Petroleum Products | 4.43 | - |
IT - Software | 2.87 | - |
Cement & Cement Products | 3.61 | - |
Construction | 1.57 | - |
Finance | 6.67 | - |
Diversified FMCG | 1.49 | - |
Banks | 23.92 | - |
Pharmaceuticals & Biotechnology | 4.11 | - |
Healthcare Services | 3.1 | - |
Capital Markets | 2.62 | - |
Consumer Durables | 0.81 | - |
Electrical Equipment | 0.82 | - |
Automobiles | 1.76 | - |
Beverages | 4.55 | - |
Industrial Products | 3.82 | - |
Diversified | 1.97 | - |
Gas | 0.7 | - |
Chemicals & Petrochemicals | 2.72 | - |
Leisure Services | 1.02 | - |
Auto Components | 3.14 | - |
Realty | 1.98 | - |
Fertilizers & Agrochemicals | 4.41 | - |
Commercial Services & Supplies | 3.27 | - |
Agricultural Food & other Products | 0.66 | - |
Retailing | 1.1 | - |
Power | 1.25 | - |
Energy | - | 0.02 |
Industrials | - | 25.68 |
Technology | - | 16.65 |
Financial Services | - | 22.6 |
Consumer Cyclical | - | 16.84 |
Healthcare | - | 7.54 |
Basic Materials | - | 1.65 |
Utilities | - | 3.11 |
Consumer Defensive | - | 0.41 |
Real Estate | - | 2.12 |
Communication Services | - | 1.52 |
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