HSBC Large & Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare
INVESCO INDIA LARGE & MID CAP FUND - Growth
HSBC Large & Mid Cap Fund - Regular Growth
Chart Comparison
Overview
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Fund | INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹6250 Cr | ₹3873 Cr |
Min Investment | ₹1000 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 09 Aug 2007 | 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 | 73% | 68% |
Expense Ratio | 1.8 | 1.91 |
Manager | Aditya Khemani | Cheenu Gupta |
ISIN Code | INF205K01247 | INF336L01NY9 |
Exits Load | Invesco India Large & Mid Cap Fund - 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 | INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Month | -4.37% | -8.5% |
6 Month | -7.74% | -15.11% |
1 Year | 13.54% | 7.68% |
3 Year | 18.73% | 14.4% |
5 Year | 17.5% | 16.14% |
SIP Return Analysis
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | -6.1% | -15.44% |
3 Year | 20.29% | 14.82% |
5 Year | 19.92% | 17.24% |
Rolling Lumpsum Returns
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
1 Year | 13.52% | 21.03% |
3 Year | 14.27% | 19.46% |
5 Year | 14.77% | 21.66% |
Risk Management
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Standard Deviation | 12.64% | 15.618% |
Sharp | 0.78% | 0.613% |
Beta | 0.98% | 0.931% |
Alpha | 1.91% | 2.312% |
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Fund Managers
Scheme Name | INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Name | Aditya Khemani | Cheenu Gupta |
Total AUM | ₹12070 Cr | ₹0 Cr |
Fund Manage | 3 | 9 |
INVESCO INDIA LARGE & MID CAP FUND - Growth | HSBC Large & Mid Cap Fund - Regular Growth |
Market Cap
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 0.31 | 5.47 |
Large Cap | 37.45 | 38.58 |
Mid Cap | 49.15 | 41.74 |
Small Cap | 13.09 | 14.21 |
Sector Allocation
Scheme Name |
INVESCO INDIA LARGE & MID CAP FUND - Growth |
HSBC Large & Mid Cap Fund - Regular Growth |
---|---|---|
Others | 0.31 | 5.47 |
Telecom - Services | 2.01 | 0.37 |
Industrial Products | 6.68 | 3.01 |
Healthcare Services | 5.49 | 2.16 |
Retailing | 8.27 | 10.79 |
Realty | 7.55 | 3.9 |
Insurance | 4.26 | - |
Banks | 13.94 | 6.56 |
Consumer Durables | 6.82 | 6.97 |
Leisure Services | 3.27 | 0.92 |
Cement & Cement Products | 3.79 | 0.65 |
Electrical Equipment | 1.91 | 17.12 |
Capital Markets | 4.26 | 9.22 |
Finance | 5.84 | 1.01 |
Automobiles | 4.18 | 3.7 |
Agricultural Food & other Products | 1.41 | - |
Ferrous Metals | 1.1 | - |
IT - Software | 6.66 | 7.87 |
Auto Components | 2.7 | 0.02 |
Pharmaceuticals & Biotechnology | 5.46 | 2.87 |
Transport Services | 2.64 | - |
Industrial Manufacturing | 1.45 | 4.04 |
Petroleum Products | - | 0.02 |
Construction | - | 0.63 |
Paper, Forest & Jute Products | - | 0.77 |
Aerospace & Defense | - | 4.66 |
Power | - | 3.74 |
Beverages | - | 0.06 |
Personal Products | - | 0.31 |
Financial Technology (Fintech) | - | 3.16 |
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