Mirae Asset Large & Midcap 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 Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

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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 Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
Fund HSBC Large & Mid Cap Fund - Regular Growth Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3382 Cr ₹37853 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 03 Mar 2019 02 Jul 2010
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% 52%
Expense Ratio 1.98 1.53
Manager Cheenu Gupta Neelesh Surana
ISIN Code INF336L01NY9 INF769K01101
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 d/365

Trailing Lumpsum Returns

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
1 Month -5.07% -6.33%
6 Month 9.15% 3.83%
1 Year 36.9% 23.98%
3 Year 17.61% 12.26%
5 Year 20.87% 19.99%

SIP Return Analysis

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
6 Month - -
1 Year 29.94% 16.02%
3 Year 28.45% 20.79%
5 Year 25.28% 21.76%

Rolling Lumpsum Returns

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
1 Year 20.37% 16.12%
3 Year 19.47% 20.81%
5 Year 21.86% 21.51%

Risk Management

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
Standard Deviation 13.09% 12.08%
Sharp 1.13% 0.95%
Beta 0.93% 0.91%
Alpha 0.54% -2.47%

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Fund Managers

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option
Name Cheenu Gupta Neelesh Surana
Total AUM ₹0 Cr ₹49127 Cr
Fund Manage 9 2
HSBC Large & Mid Cap Fund - Regular Growth Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

HSBC Large & Mid Cap Fund - Regular Growth

Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

Others 3.52 0.78
Large Cap 38.96 51.68
Small Cap 23.55 11.62
Mid Cap 33.97 35.92

Sector Allocation

Scheme Name

HSBC Large & Mid Cap Fund - Regular Growth

Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

Others 2.06 0.78
Energy 5.57 -
Capital Goods 31.27 -
Technology 5.96 -
Consumer Staples 1.63 -
Financial 14.06 -
Construction 11.81 2.89
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 - 2.71
IT - Software - 7.45
Auto Components - 4.47
Pharmaceuticals & Biotechnology - 6.66
Cement & Cement Products - 1.62
Consumer Durables - 5.56
Diversified FMCG - 0.96
Non - Ferrous Metals - 0.78
Insurance - 3.2
Banks - 19.29
Healthcare Services - 1.95
Transport Services - 4.75
Ferrous Metals - 2.41
Automobiles - 4.15
Finance - 3.85
Telecom - Services - 4.51
Capital Markets - 1.07
Gas - 2.06
IT - Services - 0.51
Electrical Equipment - 0.11
Diversified Metals - 1.81
Oil - 0.88
Power - 1.87
Aerospace & Defense - 1.06
Chemicals & Petrochemicals - 1.72
Retailing - 2.51
Industrial Products - 3.21
Financial Technology (Fintech) - 1.78
Consumable Fuels - 0.92
Textiles & Apparels - 1.08
Realty - 1.4
Beverages - 0.02

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