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HSBC Large & Mid Cap Fund vs HDFC Large and Mid Cap Fund compare

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tortoise-icon HDFC Large and Mid Cap Fund - 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 HDFC Large and Mid Cap Fund - Growth Option HSBC Large & Mid Cap Fund - Regular Growth
Fund HDFC Large and Mid Cap Fund - Growth Option HSBC Large & Mid Cap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹23140 Cr ₹3873 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 18 Feb 1994 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 9.01% 68%
Expense Ratio 1.66 1.91
Manager Dhruv Muchhal Cheenu Gupta
ISIN Code INF179KA1RT1 INF336L01NY9
Exits Load HDFC Large and Mid Cap Fund - Regular - 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 HDFC Large and Mid Cap Fund - Growth Option HSBC Large & Mid Cap Fund - Regular Growth
1 Month -3.27% -6.12%
6 Month -14.83% -18.59%
1 Year 1.3% 1.81%
3 Year 18.48% 14.23%
5 Year 24.49% 18.17%

SIP Return Analysis

Scheme Name HDFC Large and Mid Cap Fund - Growth Option HSBC Large & Mid Cap Fund - Regular Growth
6 Month -9.84% -16.41%
1 Year -17.46% -27.26%
3 Year 14.35% 11.1%
5 Year 19.7% 14.84%

Rolling Lumpsum Returns

Scheme Name HDFC Large and Mid Cap Fund - Growth Option HSBC Large & Mid Cap Fund - Regular Growth
1 Year 14.17% 21.03%
3 Year 10.86% 19.46%
5 Year 11.39% 21.66%

Risk Management

Scheme Name HDFC Large and Mid Cap Fund - Growth Option HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation 14.902% 16.811%
Sharp 0.746% 0.444%
Beta 1.012% 0.981%
Alpha 4.586% 1.122%

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Fund Managers

Scheme Name HDFC Large and Mid Cap Fund - Growth Option HSBC Large & Mid Cap Fund - Regular Growth
Name Dhruv Muchhal Cheenu Gupta
Total AUM ₹520687 Cr ₹0 Cr
Fund Manage 40 9
HDFC Large and Mid Cap Fund - Growth Option HSBC Large & Mid Cap Fund - Regular Growth

Market Cap

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

HSBC Large & Mid Cap Fund - Regular Growth

Others 1.85505 1.8533
Large Cap 46.69937 44.96934
Small Cap 15.09541 12.89418
Mid Cap 36.35013 40.28316

Sector Allocation

Scheme Name

HDFC Large and Mid Cap Fund - Growth Option

HSBC Large & Mid Cap Fund - Regular Growth

Others 1.02927 1.8533
Communication Services 2.79581 1.52492
Basic Materials 5.37574 1.64525
Energy 3.19284 0.02286
Technology 11.16608 16.65463
Consumer Cyclical 13.15851 16.84264
Healthcare 12.80658 7.5383
Industrials 11.75716 25.68278
Financial Services 30.96429 22.59974
Consumer Defensive 2.49388 0.41252
Utilities 3.90826 3.10601
Real Estate 1.35154 2.11703

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