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

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)	₹23485 Cr	₹3609 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	1.94
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

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth
1 Month	1.4%	5.19%
6 Month	0.86%	7.82%
1 Year	21.56%	39.19%
3 Year	21.91%	21.14%
5 Year	23.22%	22.03%

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth
6 Month	-	-
1 Year	11.59%	34.36%
3 Year	25.49%	31.65%
5 Year	26.74%	27.21%

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth
1 Year	14.01%	20.37%
3 Year	10.73%	19.47%
5 Year	11.31%	21.86%

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation	12.97%	13.09%
Sharp	1.37%	1.13%
Beta	0.96%	0.93%
Alpha	3.24%	0.54%

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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

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth
Others	1.31	3.52
Large Cap	49.45	38.96
Small Cap	12.2	23.55
Mid Cap	37.04	33.97

Scheme Name	HDFC Large and Mid Cap Fund - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth
Others	1.31	2.06
Telecom - Services	2.22	-
Petroleum Products	2.61	-
IT - Software	8.83	-
Auto Components	4.16	-
Construction	1.62	11.81
Pharmaceuticals & Biotechnology	9.22	-
IT - Services	0.07	-
Industrial Manufacturing	0.9	-
Cement & Cement Products	1.18	-
Finance	8.81	-
Healthcare Services	3.08	-
Banks	18.76	-
Retailing	2.21	-
Diversified FMCG	1.06	-
Non - Ferrous Metals	0.72	-
Realty	1.73	-
Agricultural, Commercial & Construction Vehicles	1.58	-
Chemicals & Petrochemicals	1.98	-
Leisure Services	1.76	-
Automobiles	3.3	-
Aerospace & Defense	2.31	-
Electrical Equipment	0.53	-
Ferrous Metals	1.1	-
Fertilizers & Agrochemicals	1.03	-
Telecom - Equipment & Accessories	0.17	-
Consumer Durables	2.53	-
Insurance	3.09	-
Personal Products	0.49	-
Transport Services	1.5	-
Industrial Products	1.45	-
Gas	1.35	-
Beverages	0.55	-
Entertainment	0.64	-
Agricultural Food & other Products	0.52	-
Oil	0.69	-
Capital Markets	0.99	-
Financial Technology (Fintech)	0.6	-
Power	2.68	-
Commercial Services & Supplies	0.39	-
Textiles & Apparels	0.23	-
Transport Infrastructure	0.05	-
Energy	-	5.57
Capital Goods	-	31.27
Technology	-	5.96
Consumer Staples	-	1.63
Financial	-	14.06
Healthcare	-	5.11
Metals & Mining	-	0.66
Services	-	12.34
Automobile	-	4.66
Chemicals	-	0.05
Consumer Discretionary	-	3.81
Communication	-	1.01