HSBC Large & Mid Cap Fund vs INVESCO INDIA LARGE & MID CAP FUND compare

Link copied to clipboard!

tortoise-icon INVESCO INDIA LARGE & MID CAP FUND - Growth

Invest Now

tortoise-icon HSBC Large & Mid Cap Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Very High
Asset Size (Cr) ₹6149 Cr ₹3609 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 1.81 1.94
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 -8.54% -10.59%
6 Month -0.29% -2.5%
1 Year 22.98% 21.5%
3 Year 18.28% 15.81%
5 Year 19.02% 18.66%

SIP Return Analysis

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth HSBC Large & Mid Cap Fund - Regular Growth
6 Month - -
1 Year 13.88% 9.78%
3 Year 27.28% 24.22%
5 Year 24.06% 22.88%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth HSBC Large & Mid Cap Fund - Regular Growth
1 Year 13.29% 20.37%
3 Year 14.17% 19.47%
5 Year 14.63% 21.86%

Risk Management

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation 12.64% 13.09%
Sharp 1% 1.13%
Beta 0.94% 0.93%
Alpha 3.88% 0.54%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 2.01
Large Cap 37.45 37.78
Mid Cap 49.15 42.07
Small Cap 13.09 18.14

Sector Allocation

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

HSBC Large & Mid Cap Fund - Regular Growth

Others 0.31 2.01
Telecom - Services 2.01 0.42
Industrial Products 6.68 4.73
Healthcare Services 5.49 2.03
Retailing 8.27 11.03
Realty 7.55 3.72
Insurance 4.26 -
Banks 13.94 6.49
Consumer Durables 6.82 6.61
Leisure Services 3.27 0.65
Cement & Cement Products 3.79 0.69
Electrical Equipment 1.91 19.47
Capital Markets 4.26 9.56
Finance 5.84 2.08
Automobiles 4.18 4.04
Agricultural Food & other Products 1.41 -
Ferrous Metals 1.1 -
IT - Software 6.66 7.3
Auto Components 2.7 0.02
Pharmaceuticals & Biotechnology 5.46 1.8
Transport Services 2.64 -
Industrial Manufacturing 1.45 3.74
Petroleum Products - 0.02
Construction - 0.64
Paper, Forest & Jute Products - 0.91
Aerospace & Defense - 4.8
Power - 4.24
Beverages - 0.06
Personal Products - 0.36
Financial Technology (Fintech) - 2.58

Top Comparisons

Kotak Savings Fund -Growth Kotak Savings Fund -Growth

3Y Returns6.19%

VS

SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth

3Y Returns6.06%

Compare Now

SBI Consumption Opportunities Fund - Regular - Growth SBI Consumption Opportunities Fund - Regular - Growth

3Y Returns18.31%

VS

Nippon India Consumption Fund-Growth Plan-Growth Option Nippon India Consumption Fund-Growth Plan-Growth Option

3Y Returns18.14%

Compare Now

Franklin India Flexi Cap Fund - Growth Franklin India Flexi Cap Fund - Growth

3Y Returns15.9%

VS

Invesco India Flexi Cap Fund - Growth Invesco India Flexi Cap Fund - Growth

3Y Returns0%

Compare Now

HSBC Large Cap Fund - Regular Growth HSBC Large Cap Fund - Regular Growth

3Y Returns11.29%

VS

DSP Top 100 Equity Fund - Regular Plan - Growth DSP Top 100 Equity Fund - Regular Plan - Growth

3Y Returns14.56%

Compare Now
Request call back
Add to Cart Successfully