Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

INVESCO INDIA LARGE & MID CAP FUND vs HSBC Large & Mid Cap Fund compare

Link copied to clipboard!

tortoise-icon INVESCO INDIA LARGE & MID CAP FUND - 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 INVESCO INDIA LARGE & MID CAP FUND - Growth HSBC Large & Mid Cap Fund - Regular Growth
Fund INVESCO INDIA LARGE & MID CAP FUND - Growth HSBC Large & Mid Cap Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Risk Very High Risk
Asset Size (Cr) ₹6250 Cr ₹3873 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Aug 2007 03 Apr 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 73% 68%
Expense Ratio 1.8 1.91
Manager Aditya Khemani Cheenu Gupta
ISIN Code INF205K01247 INF336L01NY9
Exits Load Invesco India Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 HSBC Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth HSBC Large & Mid Cap Fund - Regular Growth
1 Month -4.37% -8.5%
6 Month -7.74% -15.11%
1 Year 13.54% 7.68%
3 Year 18.73% 14.4%
5 Year 17.5% 16.14%

SIP Return Analysis

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth HSBC Large & Mid Cap Fund - Regular Growth
6 Month - -
1 Year -6.1% -15.44%
3 Year 20.29% 14.82%
5 Year 19.92% 17.24%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth HSBC Large & Mid Cap Fund - Regular Growth
1 Year 13.52% 21.03%
3 Year 14.27% 19.46%
5 Year 14.77% 21.66%

Risk Management

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation 12.64% 15.618%
Sharp 0.78% 0.613%
Beta 0.98% 0.931%
Alpha 1.91% 2.312%

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 INVESCO INDIA LARGE & MID CAP FUND - Growth HSBC Large & Mid Cap Fund - Regular Growth
Name Aditya Khemani Cheenu Gupta
Total AUM ₹12070 Cr ₹0 Cr
Fund Manage 3 9
INVESCO INDIA LARGE & MID CAP FUND - Growth HSBC Large & Mid Cap Fund - Regular Growth

Market Cap

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

HSBC Large & Mid Cap Fund - Regular Growth

Others 0.31 5.47
Large Cap 37.45 38.58
Mid Cap 49.15 41.74
Small Cap 13.09 14.21

Sector Allocation

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

HSBC Large & Mid Cap Fund - Regular Growth

Others 0.31 5.47
Telecom - Services 2.01 0.37
Industrial Products 6.68 3.01
Healthcare Services 5.49 2.16
Retailing 8.27 10.79
Realty 7.55 3.9
Insurance 4.26 -
Banks 13.94 6.56
Consumer Durables 6.82 6.97
Leisure Services 3.27 0.92
Cement & Cement Products 3.79 0.65
Electrical Equipment 1.91 17.12
Capital Markets 4.26 9.22
Finance 5.84 1.01
Automobiles 4.18 3.7
Agricultural Food & other Products 1.41 -
Ferrous Metals 1.1 -
IT - Software 6.66 7.87
Auto Components 2.7 0.02
Pharmaceuticals & Biotechnology 5.46 2.87
Transport Services 2.64 -
Industrial Manufacturing 1.45 4.04
Petroleum Products - 0.02
Construction - 0.63
Paper, Forest & Jute Products - 0.77
Aerospace & Defense - 4.66
Power - 3.74
Beverages - 0.06
Personal Products - 0.31
Financial Technology (Fintech) - 3.16

Top Comparisons

ICICI Prudential Commodities Fund - Growth Option ICICI Prudential Commodities Fund - Growth Option

3Y Returns16.46%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns22.59%

Compare Now

HDFC Ultra Short Term Fund - Growth Option HDFC Ultra Short Term Fund - Growth Option

3Y Returns6.44%

VS

Axis Ultra Short Duration Fund - Regular Plan Growth Axis Ultra Short Duration Fund - Regular Plan Growth

3Y Returns6.04%

Compare Now

HDFC MNC Fund - Regular (G) HDFC MNC Fund - Regular (G)

3Y Returns0%

VS

Aditya Birla Sun Life MNC Fund - Growth - Regular Plan Aditya Birla Sun Life MNC Fund - Growth - Regular Plan

3Y Returns9%

Compare Now

ICICI Prudential Money Market Fund Option - Growth ICICI Prudential Money Market Fund Option - Growth

3Y Returns6.77%

VS

Tata Money Market Fund-Regular Plan - Growth Option Tata Money Market Fund-Regular Plan - Growth Option

3Y Returns6.77%

Compare Now
Add to Cart Successfully