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Tata Large & Mid Cap Fund vs HSBC Large & Mid Cap Fund compare

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tortoise-icon Tata Large & Mid Cap Fund- Regular Plan - Growth Option

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tortoise-icon HSBC Large & Mid Cap Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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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