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) ₹7968 Cr ₹3382 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 31 Mar 1993 03 Mar 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 1.78 1.98
Manager Chandraprakash Padiyar Cheenu Gupta
ISIN Code INF277K01428 INF336L01NY9
Exits Load For units more than 12% of the investments, an exit load of 1% if redeemed within 90 days/365 Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365

Trailing Lumpsum Returns

Scheme Name Tata Large & Mid Cap Fund- Regular Plan - Growth Option HSBC Large & Mid Cap Fund - Regular Growth
1 Month -6.71% -5.14%
6 Month 4.67% 9.08%
1 Year 23.59% 36.81%
3 Year 15.03% 17.55%
5 Year 18.49% 20.83%

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 18.96% 29.94%
3 Year 21.93% 28.45%
5 Year 21.97% 25.28%

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 0.88% 1.13%
Beta 0.83% 0.93%
Alpha 1.29% 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 4.82 3.52
Large Cap 42.67 38.96
Mid Cap 40.55 33.97
Small Cap 11.96 23.55

Sector Allocation

Scheme Name

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

HSBC Large & Mid Cap Fund - Regular Growth

Others 4.68 2.06
Communication 5.05 1.01
Energy 5.69 5.57
Technology 3.31 5.96
Materials 4.09 -
Construction 1.81 11.81
Consumer Staples 9.54 1.63
Healthcare 6.49 5.11
Financial 31.45 14.06
Automobile 7.72 4.66
Capital Goods 6.79 31.27
Metals & Mining 1.77 0.66
Chemicals 6.92 0.05
Services 4.69 12.34
Consumer Discretionary - 3.81

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