Bandhan Large & Mid Cap Fund vs HSBC Large & Mid Cap Fund
Bandhan Large & Mid Cap Fund (Direct) and HSBC Large & Mid Cap Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Large & Mid Cap Fund schemes — see the best large & mid cap mutual funds for the full ranking.
Head to head
NAVs as of 20 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 04 Apr 2019 – 20 Aug 2026, limited by HSBC Large & Mid Cap Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
View as table
| Date | Bandhan Large & Mid Cap Fund | HSBC Large & Mid Cap Fund | Nifty Midcap 150 |
|---|---|---|---|
| 04 Apr 2019 | ₹100.00 | ₹100.00 | ₹100.00 |
| 15 Nov 2019 | ₹100.43 | ₹103.48 | ₹95.60 |
| 26 Jun 2020 | ₹87.12 | ₹91.94 | ₹88.73 |
| 06 Feb 2021 | ₹127.62 | ₹133.02 | ₹130.91 |
| 18 Sep 2021 | ₹156.44 | ₹167.81 | ₹173.91 |
| 01 May 2022 | ₹156.25 | ₹161.51 | ₹173.58 |
| 12 Dec 2022 | ₹176.28 | ₹170.40 | ₹189.34 |
| 24 Jul 2023 | ₹195.28 | ₹192.27 | ₹213.25 |
| 05 Mar 2024 | ₹260.00 | ₹237.91 | ₹279.92 |
| 15 Oct 2024 | ₹324.39 | ₹311.45 | ₹342.89 |
| 28 May 2025 | ₹310.25 | ₹280.70 | ₹326.09 |
| 07 Jan 2026 | ₹339.34 | ₹301.70 | ₹350.29 |
| 20 Aug 2026 | ₹344.52 | ₹333.94 | ₹362.41 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
Bandhan Large & Mid Cap Fund and HSBC Large & Mid Cap Fund share 19% of their equity book by weight.
Shared holdings — Bandhan Large & Mid Cap Fund vs HSBC Large & Mid Cap Fund
| Stock | Bandhan Large & Mid Cap Fund | HSBC Large & Mid Cap Fund | |
|---|---|---|---|
| ICICI Bank Ltd | 3.51% | 7.68% | 3.51% |
| HDFC Bank Ltd | 4.94% | 2.76% | 2.76% |
| Axis Bank Ltd | 2.89% | 1.69% | 1.69% |
| Lupin Ltd | 1.10% | 2.25% | 1.10% |
| Sun Pharmaceutical Industries Ltd | 1.05% | 1.85% | 1.05% |
| Bharat Heavy Electricals Ltd | 0.94% | 1.08% | 0.94% |
| GE T&D India Ltd | 0.91% | 3.07% | 0.91% |
| Thermax Ltd | 0.91% | 1.25% | 0.91% |
| State Bank of India | 2.84% | 0.85% | 0.85% |
| PB Fintech Ltd | 0.83% | 2.98% | 0.83% |
| Multi Commodity Exchange Of India Ltd | 0.74% | 0.99% | 0.74% |
| Jindal Steel & Power Ltd | 1.43% | 0.67% | 0.67% |
| Meesho Ltd. | 0.65% | 1.08% | 0.65% |
| Mahindra & Mahindra Financial Services Ltd | 0.69% | 0.46% | 0.46% |
| Aditya Birla Capital Ltd | 0.40% | 1.05% | 0.40% |
15 more stocks in common. 30 shared of 128 / 80 positions. Weights are shown as a share of each fund's equity book.
| Metric | Bandhan · Direct NAV ₹167.51 Very High risk ★★★★☆ | HSBC · Direct NAV ₹33.35 Very High risk ★★★☆☆ | Category median Large & Mid Cap Fund · 36 funds |
|---|---|---|---|
| +6.46% | +12.85%Best in row | +6.71% | |
| +20.12% | +20.20% | +16.28% | |
| +18.42%Best in row | +16.60% | +15.15% | |
| +16.55% | — | +15.07% | |
| +15.70% | +17.75%Best in row | +15.33% | |
| +17.99%Best in row | +17.80% | — | |
| +17.46% | +20.96%Best in row | +17.48% | |
| +16.53% | +21.70%Best in row | +16.77% | |
| +16.96% | — | +16.31% | |
| Risk | |||
| 14.29%Best in row | 17.60% | 14.81% | |
| 0.95Best in row | 0.78 | 0.61 | |
| 1.29Best in row | 1.04 | 0.82 | |
| -38.54% | -36.10%Best in row | -35.67% | |
| +3.57%Best in row | +2.51% | +0.30% | |
| 0.86 | 0.95 | 0.83 | |
| 92.5% | 100.3%Best in row | 84.1% | |
| 72.3%Best in row | 89.5% | 78.7% | |
| 1.24%Best in row | 1.45% | 1.07% | |
| ₹19,777Cr | ₹5,479Cr | ₹3,576Cr | |
| ₹100 | ₹500 | — | |
| ₹1.00K | ₹5.00K | — | |
| 18% | 44% | 42% | |
| Manish Gunwani · 3.6y | Cheenu Gupta · 3.7y | — | |
| 02 Jan 2013 | 04 Apr 2019 | — | |
| 128 | 80 | — | |
| 26.7% | 35.7% | — | |
| 4.1% | 4.4% | — | |
3 rows carry the same value for every fund — show
- Benchmark
- Nifty Midcap 150
- Exit load
- Up to 1.00%
- Lock-in
- None
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Bandhan Large & Mid Cap Fund or HSBC Large & Mid Cap Fund?
Over the last 3 years, HSBC Large & Mid Cap Fund returned +20.20% CAGR against Bandhan Large & Mid Cap Fund's +20.12%, computed from AMFI NAV history. Over 5 years: Bandhan Large & Mid Cap Fund +18.42% vs HSBC Large & Mid Cap Fund +16.60% CAGR. Past returns don't guarantee future performance.
Which fund is cheaper — Bandhan Large & Mid Cap Fund or HSBC Large & Mid Cap Fund?
Bandhan Large & Mid Cap Fund has the lower expense ratio: Bandhan Large & Mid Cap Fund charges 1.24% a year against HSBC Large & Mid Cap Fund's 1.45%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Bandhan Large & Mid Cap Fund or HSBC Large & Mid Cap Fund?
HSBC Large & Mid Cap Fund has shown higher volatility (+17.60% annualized vs Bandhan Large & Mid Cap Fund's +14.29%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Bandhan Large & Mid Cap Fund -17.95% vs HSBC Large & Mid Cap Fund -25.08%.
Which fund manages more money — Bandhan Large & Mid Cap Fund or HSBC Large & Mid Cap Fund?
Bandhan Large & Mid Cap Fund is the larger fund: Bandhan Large & Mid Cap Fund manages ₹19,777Cr against HSBC Large & Mid Cap Fund's ₹5,479Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are Bandhan Large & Mid Cap Fund and HSBC Large & Mid Cap Fund in the same category?
Yes — both are Large & Mid Cap Fund schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.