LIC MF Large & Mid Cap Fund vs HSBC Large & Mid Cap Fund compare
HSBC Large & Mid Cap Fund - Regular Growth
LIC MF Large & Mid Cap Fund Regular-Growth
LIC MF Large & Mid Cap Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Fund | HSBC Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth | Growth |
Level of Risk | Very High | Very High | Very High |
Asset Size (Cr) | ₹3873 Cr | ₹2916 Cr | ₹2916 Cr |
Min Investment | ₹5000 | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 | ₹1000 |
Min Addl Investment | ₹1000 | ₹500 | ₹500 |
Launch Date | 03 Apr 2019 | 25 Feb 2015 | 25 Feb 2015 |
Category | Large and Mid Cap | Large and Mid Cap | Large and Mid Cap |
Fund Type | Open Ended | Open Ended | Open Ended |
Benchmark | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI | NIFTY Large Midcap 250 TRI |
Turn Over | 68% | % | 46% |
Expense Ratio | 1.91 | 1.9 | 1.9 |
Manager | Cheenu Gupta | Yogesh Patil | Yogesh Patil |
ISIN Code | INF336L01NY9 | INF767K01NB5 | INF767K01NB5 |
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 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | LIC MF Large & Mid Cap Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Month | 6.4% | 8.22% | 8.22% |
6 Month | -16.81% | -12.34% | -12.34% |
1 Year | 5.51% | 12.45% | 12.45% |
3 Year | 13.86% | 13.46% | 13.46% |
5 Year | 25.67% | 24.82% | 24.82% |
SIP Return Analysis
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
6 Month | -10.78% | -5.06% | -5.06% |
1 Year | -17.04% | -7.71% | -7.71% |
3 Year | 15.78% | 17.01% | 17.01% |
5 Year | 17.46% | 17.77% | 17.77% |
Rolling Lumpsum Returns
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
1 Year | 21.03% | 13.91% | 13.91% |
3 Year | 19.46% | 15.15% | 15.15% |
5 Year | 21.66% | 14.36% | 14.36% |
Risk Management
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Standard Deviation | 16.811% | 15.222% | 15.222% |
Sharp | 0.444% | 0.407% | 0.407% |
Beta | 0.981% | 0.962% | 0.962% |
Alpha | 1.122% | -0.018% | -0.018% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | HSBC Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Name | Cheenu Gupta | Yogesh Patil | Yogesh Patil |
Total AUM | ₹0 Cr | ₹5898 Cr | ₹5898 Cr |
Funds Managed | 9 | 7 | 7 |
HSBC Large & Mid Cap Fund - Regular Growth | LIC MF Large & Mid Cap Fund Regular-Growth | LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 1.85 | 6.28 | 6.28 |
Large Cap | 44.97 | 40.11 | 40.11 |
Small Cap | 12.89 | 17.15 | 17.15 |
Mid Cap | 40.28 | 36.45 | 36.45 |
Sector Allocation
Scheme Name |
HSBC Large & Mid Cap Fund - Regular Growth |
LIC MF Large & Mid Cap Fund Regular-Growth |
LIC MF Large & Mid Cap Fund-Regular Plan-Growth |
---|---|---|---|
Others | 1.85 | 3.86 | 3.86 |
Energy | 0.02 | 3.14 | 3.14 |
Industrials | 25.68 | 22.2 | 22.2 |
Technology | 16.65 | 6.14 | 6.14 |
Financial Services | 22.6 | 24.53 | 24.53 |
Consumer Cyclical | 16.84 | 16.41 | 16.41 |
Healthcare | 7.54 | 6.48 | 6.48 |
Basic Materials | 1.65 | 9.16 | 9.16 |
Utilities | 3.11 | 2.41 | 2.41 |
Consumer Defensive | 0.41 | 2.77 | 2.77 |
Real Estate | 2.12 | 1.16 | 1.16 |
Communication Services | 1.52 | 1.74 | 1.74 |
Top Comparisons
HDFC Overnight Fund - Growth Option
3Y Returns6.15%
Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth
3Y Returns6.19%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns11.29%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns14.99%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.72%
Franklin India Liquid Fund - Super Institutional Plan - Growth
3Y Returns6.72%
Kotak Flexicap Fund - Growth
3Y Returns13.3%
Invesco India Flexi Cap Fund - Growth
3Y Returns16.85%