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

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

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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 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) ₹5842 Cr ₹3382 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Aug 2007 03 Mar 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 1.82 1.98
Manager Aditya Khemani Cheenu Gupta
ISIN Code INF205K01247 INF336L01NY9
Exits Load Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year./365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth HSBC Large & Mid Cap Fund - Regular Growth
1 Month -6.02% -5.07%
6 Month 12.07% 9.15%
1 Year 39.55% 36.9%
3 Year 19.27% 17.61%
5 Year 20.12% 20.87%

SIP Return Analysis

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth HSBC Large & Mid Cap Fund - Regular Growth
6 Month - -
1 Year 30.48% 29.94%
3 Year 30.28% 28.45%
5 Year 25.61% 25.28%

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 0.92% 1.13%
Beta 0.97% 0.93%
Alpha 2.17% 0.54%

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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 5.99 3.52
Mid Cap 39.25 33.97
Large Cap 47.15 38.96
Small Cap 7.61 23.55

Sector Allocation

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

HSBC Large & Mid Cap Fund - Regular Growth

Others 1.48 2.06
Communication 3.12 1.01
Materials 5.58 -
Construction 6.83 11.81
Healthcare 10.05 5.11
Insurance 2.81 -
Services 12.88 12.34
Financial 22.74 14.06
Capital Goods 10.53 31.27
Consumer Staples 1.91 1.63
Metals & Mining 3.55 0.66
Technology 4.06 5.96
Consumer Discretionary 5.66 3.81
Automobile 5.83 4.66
Energy 2.97 5.57
Chemicals - 0.05

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