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NAVs as of 20 Aug 2026

HDFC Large and Mid Cap FundRegularInvesco India Large & Mid Cap FundRegularMotilal Oswal Large and Midcap FundRegularHSBC Large & Mid Cap FundRegular4 of 4 funds

Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Log scaleBenchmark

Common period 22 Oct 2019 – 20 Aug 2026, limited by Motilal Oswal Large and Midcap 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.

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Growth of ₹100, sampled across the common period
Date	HDFC Large and Mid Cap Fund	Invesco India Large & Mid Cap Fund	Motilal Oswal Large and Midcap Fund	HSBC Large & Mid Cap Fund	Nifty Midcap 150
22 Oct 2019	₹100.00	₹100.00	₹100.00	₹100.00	₹100.00
17 May 2020	₹77.48	₹81.08	₹80.20	₹81.28	₹82.48
11 Dec 2020	₹116.02	₹112.08	₹112.74	₹116.49	₹128.44
07 Jul 2021	₹150.51	₹137.58	₹147.19	₹145.46	₹172.09
30 Jan 2022	₹166.64	₹146.01	₹162.46	₹157.97	₹187.40
26 Aug 2022	₹175.96	₹146.49	₹159.08	₹156.11	₹195.54
22 Mar 2023	₹173.53	₹141.04	₹163.37	₹151.62	₹189.02
16 Oct 2023	₹221.78	₹174.58	₹209.40	₹189.67	₹252.83
11 May 2024	₹267.34	₹219.97	₹258.27	₹230.68	₹307.11
05 Dec 2024	₹307.21	₹275.74	₹337.00	₹286.46	₹359.69
30 Jun 2025	₹313.74	₹288.83	₹337.17	₹269.57	₹366.54
24 Jan 2026	₹301.89	₹264.76	₹299.46	₹260.41	₹350.20
20 Aug 2026	₹319.33	₹313.77	₹362.71	₹301.98	₹389.88

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 →

Percentage of each pair of funds' equity books held in the same stocks. Select a cell to list that pair's shared holdings below.
Overlap	HDFC Large and Mid Cap Fund	Invesco India Large & Mid Cap Fund	Motilal Oswal Large and Midcap Fund	HSBC Large & Mid Cap Fund
HDFC Large and Mid Cap Fund	·
Invesco India Large & Mid Cap Fund	·	·
Motilal Oswal Large and Midcap Fund	·	·	·
HSBC Large & Mid Cap Fund	·	·	·	·

0% → 60%+ sharedSelect a cell to list that pair's shared stocks.

HDFC Large and Mid Cap Fund and HSBC Large & Mid Cap Fund share 23% of their equity book by weight.

Shared holdings — HDFC Large and Mid Cap Fund vs HSBC Large & Mid Cap Fund

Stocks held by both HDFC Large and Mid Cap Fund and HSBC Large & Mid Cap Fund, with each fund's weight and the weight they share.
Stock	HDFC Large and Mid Cap Fund	HSBC Large & Mid Cap Fund
ICICI Bank Ltd	3.75%	7.68%	3.75%
HDFC Bank Ltd	4.05%	2.76%	2.76%
Axis Bank Ltd	1.97%	1.69%	1.69%
Lupin Ltd	1.17%	2.25%	1.17%
Gland Pharma Ltd	1.20%	1.09%	1.09%
State Bank of India	1.50%	0.85%	0.85%
Hindalco Industries Ltd	0.79%	0.97%	0.79%
Sun Pharmaceutical Industries Ltd	0.72%	1.85%	0.72%
Jindal Steel & Power Ltd	0.70%	0.67%	0.67%
The Federal Bank Ltd	0.59%	3.38%	0.59%
FSN E-Commerce Ventures Ltd	0.58%	3.68%	0.58%
Tata Steel Ltd	0.57%	1.27%	0.57%
Avalon Technologies Ltd.	0.56%	1.16%	0.56%
Indian Bank	0.55%	1.41%	0.55%
Aditya Birla Capital Ltd	0.51%	1.05%	0.51%

36 more stocks in common. 51 shared of 237 / 80 positions. Weights are shown as a share of each fund's equity book.

HDFC Large and Mid Cap Fund, Invesco India Large & Mid Cap Fund, Motilal Oswal Large and Midcap Fund, HSBC Large & Mid Cap Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Large & Mid Cap Fund median.
Metric	HDFC Large and Mid Cap Fund HDFC · Regular NAV ₹352.20 Very High risk ★★★☆☆	Invesco India Large & Mid Cap Fund Invesco · Regular NAV ₹110.95 Very High risk ★★★★☆	Motilal Oswal Large and Midcap Fund Motilal Oswal · Regular NAV ₹37.08 Very High risk ★★★★★	HSBC Large & Mid Cap Fund HSBC · Regular NAV ₹30.16 Very High risk ★★★☆☆	Category median Large & Mid Cap Fund · 36 funds

	+3.35%	+7.02%	+11.00%	+11.63%Best in row	+5.52%
	+14.66%	+23.42%Best in row	+22.78%	+18.94%	+14.91%
	+15.87%	+17.62%	+18.61%Best in row	+15.19%	+13.37%
	+14.42%	+16.06%Best in row	—	—	+14.19%
	+12.78%	+13.54%	+20.77%Best in row	+16.16%	+12.93%
	+13.82%	+19.70%	+20.39%Best in row	+16.50%	—

	+15.29%	+15.08%	+25.12%Best in row	+19.33%	+14.91%
	+15.16%	+14.67%	+24.35%Best in row	+20.06%	+14.70%
	+14.49%	+14.47%	—	—	+13.49%
Risk
	14.93%Best in row	16.61%	19.10%	17.59%	14.80%
	0.55	1.02Best in row	0.85	0.71	0.54
	0.73	1.44Best in row	1.18	0.94	0.73
	-39.53%	-58.90%	-37.53%	-36.20%Best in row	-37.25%

	-1.61%	+5.60%Best in row	+3.97%	+1.46%	-0.76%
	0.88	0.95	1.07	0.95	0.83
	84.3%	109.2%	115.0%Best in row	98.0%	81.1%
	86.2%Best in row	88.6%	104.0%	91.3%	81.1%

	1.60%Best in row	1.89%	1.88%	2.54%	2.37%
	₹28,339Cr	₹11,746Cr	₹17,050Cr	₹5,479Cr	₹3,576Cr
	1.00%	Up to 1.00%	1.00%	Up to 1.00%	—
	₹100	₹100	₹500	₹500	—
	₹100	₹100	₹500	₹5.00K	—
	7%	40%	13%	44%	42%
	Dhruv Muchhal	Aditya Khemani · 2.8y	Rakesh Shetty	Cheenu Gupta · 3.7y	—
	30 Jun 2014	13 Aug 2007	22 Oct 2019	04 Apr 2019	—

	237	41	29	80	—
	20.2%	53.4%	43.8%	35.7%	—
	0.7%	0.8%	1.3%	4.4%	—

2 rows carry the same value for every fund — show

Benchmark: Nifty Midcap 150
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.