HSBC Large & Mid Cap Fund vs Quant Large and Mid Cap Fund compare

Overview

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Quant Large and Mid Cap Fund-Growth
Fund	HSBC Large & Mid Cap Fund - Regular Growth	Quant Large and Mid Cap Fund-Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3609 Cr	₹3709 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	03 Apr 2019	09 Jan 2007
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	68%	%
Expense Ratio	1.94	1.88
Manager	Cheenu Gupta	Sanjeev Sharma
ISIN Code	INF336L01NY9	INF966L01341
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	Quant Large and Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Quant Large and Mid Cap Fund-Growth
1 Month	-13.5%	-6.57%
6 Month	-7.56%	-14.26%
1 Year	16.88%	5.1%
3 Year	15.32%	17.44%
5 Year	18.23%	24.08%

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Quant Large and Mid Cap Fund-Growth
6 Month	-	-
1 Year	24.2%	-4.21%
3 Year	30.02%	22.48%
5 Year	26.23%	24.8%

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Quant Large and Mid Cap Fund-Growth
1 Year	20.37%	15.18%
3 Year	19.47%	15.81%
5 Year	21.86%	14.26%

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Quant Large and Mid Cap Fund-Growth
Standard Deviation	13.09%	15.18%
Sharp	1.13%	1.39%
Beta	0.93%	0.97%
Alpha	0.54%	5.83%

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Quant Large and Mid Cap Fund-Growth
Name	Cheenu Gupta	Sanjeev Sharma
Total AUM	₹0 Cr	₹39731 Cr
Fund Manage	9	22
	HSBC Large & Mid Cap Fund - Regular Growth	Quant Large and Mid Cap Fund-Growth

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Quant Large and Mid Cap Fund-Growth
Others	5.47	14.36
Small Cap	14.21	-
Large Cap	38.58	48.99
Mid Cap	41.74	36.64

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Quant Large and Mid Cap Fund-Growth
Others	5.47	14.36
Realty	3.9	-
Petroleum Products	0.02	9.31
Electrical Equipment	17.12	-
IT - Software	7.87	0.45
Capital Markets	9.22	-
Retailing	10.79	-
Construction	0.63	5.87
Healthcare Services	2.16	-
Banks	6.56	-
Pharmaceuticals & Biotechnology	2.87	9.07
Leisure Services	0.92	-
Paper, Forest & Jute Products	0.77	-
Aerospace & Defense	4.66	-
Power	3.74	4.19
Automobiles	3.7	-
Finance	1.01	7.2
Beverages	0.06	1.74
Industrial Manufacturing	4.04	-
Personal Products	0.31	0.6
Industrial Products	3.01	-
Consumer Durables	6.97	-
Auto Components	0.02	7.82
Telecom - Services	0.37	1.27
Financial Technology (Fintech)	3.16	-
Cement & Cement Products	0.65	1.38
Diversified FMCG	-	11.75
Insurance	-	6.51
Transport Services	-	4.4
Ferrous Metals	-	7.1
Agricultural Food & other Products	-	2.91
Food Products	-	2.98
Diversified	-	1.08