HSBC Large & Mid Cap Fund vs Mahindra Manulife Large & Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon Mahindra Manulife Large & Mid Cap Fund - Regular Plan - 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 Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HSBC Large & Mid Cap Fund - Regular Growth
Fund Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HSBC Large & Mid Cap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2378 Cr ₹3382 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Dec 2019 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 119% 68%
Expense Ratio 1.95 1.98
Manager Abhinav Khandelwal Cheenu Gupta
ISIN Code INF174V01911 INF336L01NY9
Exits Load Exit load of 1%, if redeemed within 3 months./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 Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HSBC Large & Mid Cap Fund - Regular Growth
1 Month 5.42% 2.89%
6 Month 10.75% 27.79%
1 Year 36.07% 51.36%
3 Year 19.78% 22.25%
5 Year - 23.86%

SIP Return Analysis

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HSBC Large & Mid Cap Fund - Regular Growth
6 Month - -
1 Year 17.12% 21.63%
3 Year 43% 46.22%
5 Year 78.86% 83.08%

Rolling Lumpsum Returns

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HSBC Large & Mid Cap Fund - Regular Growth
1 Year 28.21% 24.26%
3 Year 63.42% 61.89%
5 Year 84.98% 94.33%

Risk Management

Scheme Name Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation 13.32% 13.09%
Sharp 1.09% 1.13%
Beta 0.93% 0.93%
Alpha -0.13% 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 Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HSBC Large & Mid Cap Fund - Regular Growth
Name Abhinav Khandelwal Cheenu Gupta
Total AUM ₹5522 Cr ₹0 Cr
Fund Manage 5 9
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth HSBC Large & Mid Cap Fund - Regular Growth

Market Cap

Scheme Name

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

HSBC Large & Mid Cap Fund - Regular Growth

Large Cap 46.45 38.96
Mid Cap 37.95 33.97
Others 6.24 3.52
Small Cap 9.36 23.55

Sector Allocation

Scheme Name

Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth

HSBC Large & Mid Cap Fund - Regular Growth

Financial 17.64 14.06
Communication 7.34 1.01
Energy 14.6 5.57
Materials 4.93 -
Construction 4.11 11.81
Automobile 9.79 4.66
Metals & Mining 7.49 0.66
Others 3.28 2.06
Technology 6.75 5.96
Capital Goods 6.17 31.27
Healthcare 10.28 5.11
Consumer Staples 2.23 1.63
Consumer Discretionary 1.34 3.81
Services 2.11 12.34
Textiles 0.79 -
Chemicals 0.69 0.05
Diversified 0.46 -

Top Comparisons

Kotak Emerging Equity Scheme - Growth Kotak Emerging Equity Scheme - Growth

3Y Returns25.38%

VS

PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option

3Y Returns17.65%

Compare Now

HSBC Multi Cap Fund - Regular - Growth HSBC Multi Cap Fund - Regular - Growth

3Y Returns0%

VS

Edelweiss Multi Cap Fund - Regular (G) Edelweiss Multi Cap Fund - Regular (G)

3Y Returns0%

Compare Now

ICICI Prudential Savings Fund - Growth ICICI Prudential Savings Fund - Growth

3Y Returns6.12%

VS

Canara Robeco Savings Fund - Regular Plan - Growth Option Canara Robeco Savings Fund - Regular Plan - Growth Option

3Y Returns5.63%

Compare Now

Nippon India Short Term Fund-Growth Plan Nippon India Short Term Fund-Growth Plan

3Y Returns5.46%

VS

Canara Robeco Short Duration Fund - Regular Plan - Growth Option Canara Robeco Short Duration Fund - Regular Plan - Growth Option

3Y Returns4.86%

Compare Now
Request call back
Add to Cart Successfully