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 | -9.13% | -4.79% | -4.79% |
6 Month | -18.65% | -15.06% | -15.06% |
1 Year | 0.5% | 7.73% | 7.73% |
3 Year | 14.33% | 13.96% | 13.96% |
5 Year | 18.01% | 17.55% | 17.55% |
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 | -16.41% | -10.41% | -10.41% |
1 Year | -27.26% | -16.36% | -16.36% |
3 Year | 11.1% | 12.98% | 12.98% |
5 Year | 14.84% | 15.53% | 15.53% |
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 |
Fund Manage | 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 | 1.8533 | 6.28382 | 6.28382 |
Large Cap | 44.96934 | 40.11095 | 40.11095 |
Small Cap | 12.89418 | 17.1514 | 17.1514 |
Mid Cap | 40.28316 | 36.45385 | 36.45385 |
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 | 1.8533 | 3.85589 | 3.85589 |
Energy | 0.02286 | 3.14456 | 3.14456 |
Industrials | 25.68278 | 22.2016 | 22.2016 |
Technology | 16.65463 | 6.13968 | 6.13968 |
Financial Services | 22.59974 | 24.5258 | 24.5258 |
Consumer Cyclical | 16.84264 | 16.40821 | 16.40821 |
Healthcare | 7.5383 | 6.48207 | 6.48207 |
Basic Materials | 1.64525 | 9.15972 | 9.15972 |
Utilities | 3.10601 | 2.41073 | 2.41073 |
Consumer Defensive | 0.41252 | 2.7721 | 2.7721 |
Real Estate | 2.11703 | 1.15785 | 1.15785 |
Communication Services | 1.52492 | 1.74181 | 1.74181 |
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