HSBC Large & Mid Cap Fund vs LIC MF Large & Mid Cap Fund compare
HSBC Large & Mid Cap Fund - Regular Growth
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Fund | HSBC Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹3873 Cr | ₹2916 Cr | ₹2916 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 | ₹500 |
Launch Date | 03 Apr 2019 | 25 Feb 2015 | 25 Feb 2015 |
Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 68% | % | 46% |
Expense Ratio | 1.91 | 1.9 | 1.9 |
Manager | Cheenu Gupta | Yogesh Patil | Yogesh Patil |
ISIN Code | INF336L01NY9 | INF767K01NB5 | INF767K01NB5 |
Exits Load | HSBC Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 7.72% | 5.58% | 5.58% |
6 Month | -14.33% | -8.47% | -8.47% |
1 Year | 5.9% | 13.34% | 13.34% |
3 Year | 14.91% | 13.8% | 13.8% |
5 Year | 23.53% | 23.25% | 23.25% |
SIP Return Analysis
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | -8.65% | -5.41% | -5.41% |
1 Year | -20.71% | -13.43% | -13.43% |
3 Year | 13.17% | 13.87% | 13.87% |
5 Year | 15.52% | 15.52% | 15.52% |
Rolling Lumpsum Returns
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 21.03% | 13.91% | 13.91% |
3 Year | 19.46% | 15.15% | 15.15% |
5 Year | 21.66% | 14.36% | 14.36% |
Risk Management
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 16.811% | 15.222% | 15.222% |
Sharp | 0.444% | 0.407% | 0.407% |
Beta | 0.981% | 0.962% | 0.962% |
Alpha | 1.122% | -0.018% | -0.018% |
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Fund Managers
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Name | Cheenu Gupta | Yogesh Patil | Yogesh Patil |
Total AUM | ₹0 Cr | ₹5898 Cr | ₹5898 Cr |
Funds Managed | 9 | 7 | 7 |
HSBC Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 1.85 | 6.28 | 6.28 |
Large Cap | 44.97 | 40.11 | 40.11 |
Small Cap | 12.89 | 17.15 | 17.15 |
Mid Cap | 40.28 | 36.45 | 36.45 |
Sector Allocation
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 1.85 | 3.86 | 3.86 |
Energy | 0.02 | 3.14 | 3.14 |
Industrials | 25.68 | 22.2 | 22.2 |
Technology | 16.65 | 6.14 | 6.14 |
Financial Services | 22.6 | 24.53 | 24.53 |
Consumer Cyclical | 16.84 | 16.41 | 16.41 |
Healthcare | 7.54 | 6.48 | 6.48 |
Basic Materials | 1.65 | 9.16 | 9.16 |
Utilities | 3.11 | 2.41 | 2.41 |
Consumer Defensive | 0.41 | 2.77 | 2.77 |
Real Estate | 2.12 | 1.16 | 1.16 |
Communication Services | 1.52 | 1.74 | 1.74 |
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