Tata Large & Mid Cap Fund vs HSBC Large & Mid Cap Fund compare

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Tata Large & Mid Cap Fund- Regular Plan - Growth Option

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HSBC Large & Mid Cap Fund - Regular Growth

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Chart Comparison

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

Overview

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth
Fund	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹7943 Cr	₹3873 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	31 Mar 2003	03 Apr 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	10.69%	68%
Expense Ratio	1.77	1.91
Manager	Chandraprakash Padiyar	Cheenu Gupta
ISIN Code	INF277K01428	INF336L01NY9
Exits Load	Tata Large & Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	HSBC Large & Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth
1 Month	-4.09%	-8.5%
6 Month	-11.69%	-15.11%
1 Year	1.87%	7.68%
3 Year	14.21%	14.4%
5 Year	16.12%	16.14%

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth
6 Month	-	-
1 Year	-11.46%	-14.41%
3 Year	11.58%	15.27%
5 Year	15.95%	17.75%

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth
1 Year	16.65%	21.03%
3 Year	15.07%	19.46%
5 Year	14.35%	21.66%

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation	11.3%	15.618%
Sharp	0.61%	0.613%
Beta	0.86%	0.931%
Alpha	-0.94%	2.312%

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Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth
Name	Chandraprakash Padiyar	Cheenu Gupta
Total AUM	₹15627 Cr	₹0 Cr
Fund Manage	3	9
	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth
Others	5.37	5.47
Large Cap	40.47	38.58
Mid Cap	38.5	41.74
Small Cap	15.66	14.21

Scheme Name	Tata Large & Mid Cap Fund- Regular Plan - Growth Option	HSBC Large & Mid Cap Fund - Regular Growth
Others	5.37	5.47
Telecom - Services	5.07	0.37
Petroleum Products	3.97	0.02
IT - Software	3.19	7.87
Cement & Cement Products	3.49	0.65
Construction	1.55	0.63
Finance	5.55	1.01
Diversified FMCG	1.69	-
Banks	23.22	6.56
Healthcare Services	2.83	2.16
Pharmaceuticals & Biotechnology	2.82	2.87
Electrical Equipment	1.7	17.12
Capital Markets	2.69	9.22
Consumer Durables	0.95	6.97
Automobiles	2.09	3.7
Beverages	4.83	0.06
Industrial Products	4.2	3.01
Diversified	2.33	-
Gas	0.9	-
Chemicals & Petrochemicals	3.97	-
Auto Components	4.23	0.02
Realty	1.03	3.9
Fertilizers & Agrochemicals	4.01	-
Commercial Services & Supplies	3.09	-
Agricultural Food & other Products	0.63	-
Retailing	2.2	10.79
Leisure Services	1.05	0.92
Power	1.35	3.74
Paper, Forest & Jute Products	-	0.77
Aerospace & Defense	-	4.66
Industrial Manufacturing	-	4.04
Personal Products	-	0.31
Financial Technology (Fintech)	-	3.16