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

Link copied to clipboard!

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

Invest Now

tortoise-icon HSBC Large & Mid Cap Fund - Regular Growth

Invest Now

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 0.92% 8.69%
6 Month 0.42% 8.79%
1 Year 17.51% 39.11%
3 Year 17.18% 21.52%
5 Year 18.54% 22.17%

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 8.95% 34.36%
3 Year 19.3% 31.65%
5 Year 20.59% 27.21%

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 0.71% 0.54%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 3.52
Large Cap 40.47 38.96
Mid Cap 38.5 33.97
Small Cap 15.66 23.55

Sector Allocation

Scheme Name

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

HSBC Large & Mid Cap Fund - Regular Growth

Others 5.37 2.06
Telecom - Services 5.07 -
Petroleum Products 3.97 -
IT - Software 3.19 -
Cement & Cement Products 3.49 -
Construction 1.55 11.81
Finance 5.55 -
Diversified FMCG 1.69 -
Banks 23.22 -
Healthcare Services 2.83 -
Pharmaceuticals & Biotechnology 2.82 -
Electrical Equipment 1.7 -
Capital Markets 2.69 -
Consumer Durables 0.95 -
Automobiles 2.09 -
Beverages 4.83 -
Industrial Products 4.2 -
Diversified 2.33 -
Gas 0.9 -
Chemicals & Petrochemicals 3.97 -
Auto Components 4.23 -
Realty 1.03 -
Fertilizers & Agrochemicals 4.01 -
Commercial Services & Supplies 3.09 -
Agricultural Food & other Products 0.63 -
Retailing 2.2 -
Leisure Services 1.05 -
Power 1.35 -
Energy - 5.57
Capital Goods - 31.27
Technology - 5.96
Consumer Staples - 1.63
Financial - 14.06
Healthcare - 5.11
Metals & Mining - 0.66
Services - 12.34
Automobile - 4.66
Chemicals - 0.05
Consumer Discretionary - 3.81
Communication - 1.01

Top Comparisons

Nippon India Small Cap Fund - Growth Plan - Growth Option Nippon India Small Cap Fund - Growth Plan - Growth Option

3Y Returns27.85%

VS

Nippon India Small Cap Fund - Growth Plan - Bonus Option Nippon India Small Cap Fund - Growth Plan - Bonus Option

3Y Returns27.85%

Compare Now

ICICI Prudential Technology Fund - Growth ICICI Prudential Technology Fund - Growth

3Y Returns9.1%

VS

SBI Technology Opportunities Fund - Regular Plan - Growth SBI Technology Opportunities Fund - Regular Plan - Growth

3Y Returns12.84%

Compare Now

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns12.7%

VS

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns12.7%

Compare Now

HDFC Multi-Asset Fund - Growth Option HDFC Multi-Asset Fund - Growth Option

3Y Returns12%

VS

SBI Multi Asset Allocation Fund - Regular Plan - Growth SBI Multi Asset Allocation Fund - Regular Plan - Growth

3Y Returns14.05%

Compare Now
Request call back
Add to Cart Successfully