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 05 Oct 2026
Growth of ₹100 (rebased over the selected window)
Common period 04 Apr 2019 – 05 Oct 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 TRI |
|---|---|---|---|
| 04 Apr 2019 | ₹100.00 | ₹100.00 | ₹100.00 |
| 18 Nov 2019 | ₹100.66 | ₹103.72 | ₹96.91 |
| 04 Jul 2020 | ₹87.82 | ₹93.19 | ₹90.20 |
| 17 Feb 2021 | ₹131.06 | ₹137.76 | ₹139.96 |
| 04 Oct 2021 | ₹158.37 | ₹169.00 | ₹184.36 |
| 20 May 2022 | ₹146.69 | ₹150.08 | ₹168.01 |
| 04 Jan 2023 | ₹172.00 | ₹165.86 | ₹192.31 |
| 20 Aug 2023 | ₹198.57 | ₹192.08 | ₹231.30 |
| 04 Apr 2024 | ₹263.35 | ₹244.42 | ₹301.38 |
| 19 Nov 2024 | ₹298.54 | ₹288.04 | ₹333.54 |
| 05 Jul 2025 | ₹320.93 | ₹292.53 | ₹363.59 |
| 19 Feb 2026 | ₹332.12 | ₹300.97 | ₹362.82 |
| 05 Oct 2026 | ₹329.04 | ₹320.35 | ₹363.42 |
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 →
- 100 stocks only in Bandhan Large & Mid Cap Fund
- 28 stocks in both — 20.2% of each portfolio by weight
- 52 stocks only in HSBC Large & Mid Cap Fund
The more the circles overlap, the more the funds hold the same stocks.
Bandhan Large & Mid Cap Fund and HSBC Large & Mid Cap Fund share 20% 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 | |
|---|---|---|---|
| HDFC Bank Limited | 3.96% | 4.71% | 3.96% |
| ICICI Bank Limited | 3.33% | 7.04% | 3.33% |
| One 97 Communications Limited | 3.52% | 1.77% | 1.77% |
| Lupin Limited | 1.26% | 1.81% | 1.26% |
| Sun Pharmaceutical Industries Limited | 1.24% | 1.71% | 1.24% |
| Multi Commodity Exchange of India Limited | 1.97% | 1.02% | 1.02% |
| Mahindra & Mahindra Financial Services Limited | 0.93% | 1.36% | 0.93% |
| PB Fintech Limited | 0.90% | 2.98% | 0.90% |
| InterGlobe Aviation Limited | 0.77% | 2.58% | 0.77% |
| Meesho Ltd | 0.74% | 3.35% | 0.74% |
| Tech Mahindra Limited | 0.79% | 0.68% | 0.68% |
| HDFC Asset Management Company Limited | 0.65% | 0.63% | 0.63% |
| Aditya Birla Capital Limited | 0.61% | 1.41% | 0.61% |
| KFin Technologies Limited | 0.74% | 0.51% | 0.51% |
| TVS Motor Company Limited | 0.46% | 2.83% | 0.46% |
13 more stocks in common. 28 shared of 128 / 80 positions. Weights are shown as a share of each fund's equity book.
| Metric | Bandhan · Direct NAV ₹159.98 Very High risk ★★★★★ | HSBC · Direct NAV ₹31.99 Very High risk ★★★☆☆ | Category median Large & Mid Cap Fund · 36 funds |
|---|---|---|---|
| +1.38% | +7.65%Best in row | +0.70% | |
| +16.67% | +16.77% | +12.40% | |
| +15.58%Best in row | +13.52% | +11.29% | |
| +15.47% | — | +14.11% | |
| +15.16% | +16.78% | +14.21% | |
| +15.10% | +15.27%Best in row | — | |
| +17.46% | +20.80%Best in row | +17.46% | |
| +16.54% | +21.20%Best in row | +16.70% | |
| +16.89% | — | +16.28% | |
| Risk | |||
| 14.32%Best in row | 17.71% | 14.76% | |
| 0.71Best in row | 0.58 | 0.39 | |
| 0.96Best in row | 0.77 | 0.53 | |
| -38.54% | -36.10% | -35.67% | |
| +3.28%Best in row | +2.68% | -0.36% | |
| 0.85 | 0.95 | 0.84 | |
| 90.7% | 101.1%Best in row | 83.2% | |
| 72.5%Best in row | 90.5% | 80.1% | |
| 1.15%Best in row | 1.34% | 1.08% | |
| ₹100 | ₹500 | — | |
| ₹1.00K | ₹5.00K | — | |
| — | 156% | 66% | |
| Manish Gunwani · 2.7y | Cheenu Gupta | — | |
| 02 Jan 2013 | 04 Apr 2019 | — | |
| 128 | 85 | — | |
| 24.7% | 37.0% | — | |
| 4.4% | 0.7% | — | |
4 rows carry the same value for every fund — show
- Benchmark
- Nifty Midcap 150 TRI
- Fund size (AUM)
- —
- 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 +16.77% CAGR against Bandhan Large & Mid Cap Fund's +16.67%, computed from AMFI NAV history. Over 5 years: Bandhan Large & Mid Cap Fund +15.58% vs HSBC Large & Mid Cap Fund +13.52% 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 1.15% a year against HSBC Large & Mid Cap Fund's 1.34%. 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 (+17.71% annualized vs Bandhan Large & Mid Cap Fund's +14.32%), 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%.
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.