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

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

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tortoise-icon 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 Very High
Asset Size (Cr) ₹8390 Cr ₹3609 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 1.76 1.94
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

Trailing Lumpsum Returns

Scheme Name Tata Large & Mid Cap Fund- Regular Plan - Growth Option HSBC Large & Mid Cap Fund - Regular Growth
1 Month -4.38% -10.59%
6 Month -5.06% -2.5%
1 Year 10.02% 21.5%
3 Year 14% 15.81%
5 Year 17.07% 18.66%

SIP Return Analysis

Scheme Name Tata Large & Mid Cap Fund- Regular Plan - Growth Option HSBC Large & Mid Cap Fund - Regular Growth
6 Month - -
1 Year -1.46% 9.78%
3 Year 15.51% 24.22%
5 Year 18.21% 22.88%

Rolling Lumpsum Returns

Scheme Name Tata Large & Mid Cap Fund- Regular Plan - Growth Option HSBC Large & Mid Cap Fund - Regular Growth
1 Year 16.6% 20.37%
3 Year 15.03% 19.47%
5 Year 14.28% 21.86%

Risk Management

Scheme Name Tata Large & Mid Cap Fund- Regular Plan - Growth Option HSBC Large & Mid Cap Fund - Regular Growth
Standard Deviation 11.3% 13.09%
Sharp 0.76% 1.13%
Beta 0.84% 0.93%
Alpha 0.33% 0.54%

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Fund Managers

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

Market Cap

Scheme Name

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

HSBC Large & Mid Cap Fund - Regular Growth

Others 5.37 2.01
Large Cap 40.47 37.78
Mid Cap 38.5 42.07
Small Cap 15.66 18.14

Sector Allocation

Scheme Name

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

HSBC Large & Mid Cap Fund - Regular Growth

Others 5.37 2.01
Telecom - Services 5.07 0.42
Petroleum Products 3.97 0.02
IT - Software 3.19 7.3
Cement & Cement Products 3.49 0.69
Construction 1.55 0.64
Finance 5.55 2.08
Diversified FMCG 1.69 -
Banks 23.22 6.49
Healthcare Services 2.83 2.03
Pharmaceuticals & Biotechnology 2.82 1.8
Electrical Equipment 1.7 19.47
Capital Markets 2.69 9.56
Consumer Durables 0.95 6.61
Automobiles 2.09 4.04
Beverages 4.83 0.06
Industrial Products 4.2 4.73
Diversified 2.33 -
Gas 0.9 -
Chemicals & Petrochemicals 3.97 -
Auto Components 4.23 0.02
Realty 1.03 3.72
Fertilizers & Agrochemicals 4.01 -
Commercial Services & Supplies 3.09 -
Agricultural Food & other Products 0.63 -
Retailing 2.2 11.03
Leisure Services 1.05 0.65
Power 1.35 4.24
Paper, Forest & Jute Products - 0.91
Aerospace & Defense - 4.8
Industrial Manufacturing - 3.74
Personal Products - 0.36
Financial Technology (Fintech) - 2.58

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