HSBC Large & Mid Cap Fund vs HDFC Large and Mid Cap Fund compare
HDFC Large and Mid Cap Fund - Growth Option
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
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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