LIC MF Large & Mid Cap Fund vs HSBC Large & Mid Cap Fund compare

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tortoise-icon HSBC Large & Mid Cap Fund - Regular Growth

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tortoise-icon LIC MF Large & Mid Cap Fund Regular-Growth

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tortoise-icon LIC MF Large & Mid Cap Fund-Regular Plan-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹3382 Cr ₹3002 Cr ₹3002 Cr
Min Investment ₹5000 ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000 ₹1000
Min Addl Investment ₹1000 ₹500 ₹500
Launch Date 03 Mar 2019 05 Feb 2015 05 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 1.98 1.91 1.91
Manager Cheenu Gupta Yogesh Patil Yogesh Patil
ISIN Code INF336L01NY9 INF767K01NB5 INF767K01NB5
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 12% of the investment,1% will be charged for redemption within 3 months./365 Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months./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 2.89% 3.25% 3.25%
6 Month 27.79% 31.78% 31.78%
1 Year 51.36% 46.2% 46.2%
3 Year 22.25% 18.52% 18.52%
5 Year 23.86% 22.87% 22.87%

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 - - -
1 Year 21.63% 20.85% 20.85%
3 Year 46.22% 40.07% 40.07%
5 Year 83.08% 73.9% 73.9%

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 24.26% 22.45% 22.45%
3 Year 61.89% 56.29% 56.29%
5 Year 94.33% 85.03% 85.03%

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 13.09% 12.59% 12.59%
Sharp 1.13% 0.95% 0.95%
Beta 0.93% 0.93% 0.93%
Alpha 0.54% -0.56% -0.56%

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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
Fund Manage 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 3.52 5.39 5.39
Large Cap 38.96 40.58 40.58
Small Cap 23.55 17.2 17.2
Mid Cap 33.97 36.85 36.85

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 2.06 1.83 1.83
Energy 5.57 3.98 3.98
Capital Goods 31.27 18.23 18.23
Technology 5.96 4.09 4.09
Consumer Staples 1.63 3.81 3.81
Financial 14.06 27.22 27.22
Construction 11.81 0.8 0.8
Healthcare 5.11 2.87 2.87
Metals & Mining 0.66 1.18 1.18
Services 12.34 12.7 12.7
Automobile 4.66 10.06 10.06
Chemicals 0.05 3.69 3.69
Consumer Discretionary 3.81 2.26 2.26
Communication 1.01 0.96 0.96
Materials - 2.95 2.95
Diversified - 1.71 1.71
Insurance - 0.9 0.9
Textiles - 0.78 0.78

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