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)	₹3382 Cr	₹3283 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	03 Mar 2019	11 Dec 2006
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	1.98	1.93
Manager	Cheenu Gupta	Sanjeev Sharma
ISIN Code	INF336L01NY9	INF966L01341
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 of 1%, if redeemed within 15 days./365

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Quant Large and Mid Cap Fund-Growth
1 Month	-2.74%	-8.28%
6 Month	9.6%	-6.89%
1 Year	38.75%	29.1%
3 Year	17.98%	18.83%
5 Year	21.16%	24.12%

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Quant Large and Mid Cap Fund-Growth
6 Month	-	-
1 Year	29.94%	9.51%
3 Year	28.45%	25.99%
5 Year	25.28%	26.91%

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	3.52	14.36
Large Cap	38.96	48.99
Small Cap	23.55	-
Mid Cap	33.97	36.64

Scheme Name	HSBC Large & Mid Cap Fund - Regular Growth	Quant Large and Mid Cap Fund-Growth
Others	2.06	14.36
Energy	5.57	-
Capital Goods	31.27	-
Technology	5.96	-
Consumer Staples	1.63	-
Financial	14.06	-
Construction	11.81	5.87
Healthcare	5.11	-
Metals & Mining	0.66	-
Services	12.34	-
Automobile	4.66	-
Chemicals	0.05	-
Consumer Discretionary	3.81	-
Communication	1.01	-
Petroleum Products	-	9.31
Finance	-	7.2
Diversified FMCG	-	11.75
Cement & Cement Products	-	1.38
Insurance	-	6.51
Transport Services	-	4.4
Ferrous Metals	-	7.1
Telecom - Services	-	1.27
Pharmaceuticals & Biotechnology	-	9.07
Personal Products	-	0.6
Agricultural Food & other Products	-	2.91
Food Products	-	2.98
IT - Software	-	0.45
Diversified	-	1.08
Auto Components	-	7.82
Power	-	4.19
Beverages	-	1.74