Quant Large and 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 Quant Large and Mid Cap Fund-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 Quant Large and Mid Cap Fund-Growth
Fund HSBC Large & Mid Cap Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3382 Cr ₹3283 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 03 Mar 2019 11 Dec 2006
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% %
Expense Ratio 1.98 1.93
Manager Cheenu Gupta Sanjeev Sharma
ISIN Code INF336L01NY9 INF966L01341
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 of 1%, if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
1 Month -5.14% -10.41%
6 Month 9.08% -6.47%
1 Year 36.81% 27.97%
3 Year 17.55% 18.26%
5 Year 20.83% 23.8%

SIP Return Analysis

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
6 Month - -
1 Year 29.94% 9.51%
3 Year 28.45% 25.99%
5 Year 25.28% 26.91%

Rolling Lumpsum Returns

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
1 Year 20.37% 15.18%
3 Year 19.47% 15.81%
5 Year 21.86% 14.26%

Risk Management

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
Standard Deviation 13.09% 15.18%
Sharp 1.13% 1.39%
Beta 0.93% 0.97%
Alpha 0.54% 5.83%

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Fund Managers

Scheme Name HSBC Large & Mid Cap Fund - Regular Growth Quant Large and Mid Cap Fund-Growth
Name Cheenu Gupta Sanjeev Sharma
Total AUM ₹0 Cr ₹39731 Cr
Fund Manage 9 22
HSBC Large & Mid Cap Fund - Regular Growth Quant Large and Mid Cap Fund-Growth

Market Cap

Scheme Name

HSBC Large & Mid Cap Fund - Regular Growth

Quant Large and Mid Cap Fund-Growth

Others 3.52 14.36
Large Cap 38.96 48.99
Small Cap 23.55 -
Mid Cap 33.97 36.64

Sector Allocation

Scheme Name

HSBC Large & Mid Cap Fund - Regular Growth

Quant Large and Mid Cap Fund-Growth

Others 2.06 14.36
Energy 5.57 -
Capital Goods 31.27 -
Technology 5.96 -
Consumer Staples 1.63 -
Financial 14.06 -
Construction 11.81 5.87
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 - 9.31
Finance - 7.2
Diversified FMCG - 11.75
Cement & Cement Products - 1.38
Insurance - 6.51
Transport Services - 4.4
Ferrous Metals - 7.1
Telecom - Services - 1.27
Pharmaceuticals & Biotechnology - 9.07
Personal Products - 0.6
Agricultural Food & other Products - 2.91
Food Products - 2.98
IT - Software - 0.45
Diversified - 1.08
Auto Components - 7.82
Power - 4.19
Beverages - 1.74

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