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

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

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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

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth
1 Month	3.41%	3.7%
6 Month	-1.85%	-10.66%
1 Year	3.27%	1.36%
3 Year	20.9%	23.79%
5 Year	23.13%	24.46%

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth
6 Month	7.98%	8.57%
1 Year	5.97%	1.56%
3 Year	15.03%	19.42%
5 Year	16.68%	18.82%

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth
1 Year	16.28%	19.55%
3 Year	15.14%	19.09%
5 Year	14.41%	21.88%

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	0.92%	0.444%
Beta	0.85%	0.981%
Alpha	-0.34%	1.122%

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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

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth
Others	4.99	1.85
Large Cap	45.2	44.97
Mid Cap	35.44	40.28
Small Cap	14.37	12.89

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth
Others	4.99	1.85
Telecom - Services	5.73	-
Petroleum Products	4.74	-
IT - Software	2.74	-
Cement & Cement Products	5.17	-
Construction	1.46	-
Finance	6.42	-
Banks	24.8	-
Pharmaceuticals & Biotechnology	4.13	-
Healthcare Services	2.95	-
Commercial Services & Supplies	2.67	-
IT - Services	0.4	-
Capital Markets	2.77	-
Consumer Durables	0.76	-
Electrical Equipment	0.71	-
Diversified FMCG	1.18	-
Automobiles	1.63	-
Beverages	4.27	-
Industrial Products	3.53	-
Diversified	1.83	-
Gas	0.76	-
Chemicals & Petrochemicals	2.63	-
Leisure Services	1.17	-
Auto Components	3.02	-
Realty	1.95	-
Fertilizers & Agrochemicals	4.55	-
Agricultural Food & other Products	0.68	-
Retailing	1.1	-
Power	1.26	-
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