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 Very High
Asset Size (Cr) ₹5842 Cr ₹3382 Cr
Min Investment ₹1000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 09 Aug 2007 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 73% 68%
Expense Ratio 1.82 1.98
Manager Aditya Khemani Cheenu Gupta
ISIN Code INF205K01247 INF336L01NY9
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 for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth HSBC Large & Mid Cap Fund - Regular Growth
1 Month -6.02% -5.07%
6 Month 12.07% 9.15%
1 Year 39.02% 36.9%
3 Year 19.27% 17.61%
5 Year 20.19% 20.87%

SIP Return Analysis

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth HSBC Large & Mid Cap Fund - Regular Growth
6 Month - -
1 Year 30.48% 29.94%
3 Year 30.28% 28.45%
5 Year 25.61% 25.28%

Rolling Lumpsum Returns

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth HSBC Large & Mid Cap Fund - Regular Growth
1 Year 13.29% 20.37%
3 Year 14.17% 19.47%
5 Year 14.63% 21.86%

Risk Management

Scheme Name INVESCO INDIA LARGE & MID CAP FUND - Growth HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation 12.64% 13.09%
Sharp 0.92% 1.13%
Beta 0.97% 0.93%
Alpha 2.17% 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 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 5.99 3.52
Mid Cap 39.25 33.97
Large Cap 47.15 38.96
Small Cap 7.61 23.55

Sector Allocation

Scheme Name

INVESCO INDIA LARGE & MID CAP FUND - Growth

HSBC Large & Mid Cap Fund - Regular Growth

Others 1.48 2.06
Communication 3.12 1.01
Materials 5.58 -
Construction 6.83 11.81
Healthcare 10.05 5.11
Insurance 2.81 -
Services 12.88 12.34
Financial 22.74 14.06
Capital Goods 10.53 31.27
Consumer Staples 1.91 1.63
Metals & Mining 3.55 0.66
Technology 4.06 5.96
Consumer Discretionary 5.66 3.81
Automobile 5.83 4.66
Energy 2.97 5.57
Chemicals - 0.05

Top Comparisons

SBI Magnum Medium Duration Fund - Regular Plan - Growth SBI Magnum Medium Duration Fund - Regular Plan - Growth

3Y Returns5.98%

VS

Invesco India Medium Duration Fund - Regular - Growth Invesco India Medium Duration Fund - Regular - Growth

3Y Returns5.02%

Compare Now

Kotak Banking and PSU Debt - Growth Kotak Banking and PSU Debt - Growth

3Y Returns5.95%

VS

Tata Banking & PSU Debt Fund-Regular Plan-Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth

3Y Returns4.97%

Compare Now

BANDHAN Balanced Advantage Fund Regular Plan Growth BANDHAN Balanced Advantage Fund Regular Plan Growth

3Y Returns7.94%

VS

Axis Balanced Advantage Fund - Regular Plan - Growth Axis Balanced Advantage Fund - Regular Plan - Growth

3Y Returns11.23%

Compare Now

SBI Healthcare Opportunities Fund - Regular Plan -Growth SBI Healthcare Opportunities Fund - Regular Plan -Growth

3Y Returns22.9%

VS

Nippon India Pharma Fund-Growth Plan-Growth Option Nippon India Pharma Fund-Growth Plan-Growth Option

3Y Returns18.23%

Compare Now
Request call back
Add to Cart Successfully