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NAVs as of 20 Aug 2026

HDFC Large and Mid Cap FundDirectInvesco India Large & Mid Cap FundDirectMotilal Oswal Large and Midcap FundDirectHSBC Large & Mid Cap FundDirect4 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	₹77.60	₹81.54	₹80.98	₹82.03	₹82.48
11 Dec 2020	₹116.42	₹113.59	₹115.02	₹118.70	₹128.44
07 Jul 2021	₹151.55	₹140.55	₹151.66	₹149.65	₹172.09
30 Jan 2022	₹168.43	₹150.24	₹168.92	₹164.08	₹187.40
26 Aug 2022	₹178.63	₹151.88	₹166.79	₹163.74	₹195.54
22 Mar 2023	₹177.08	₹147.30	₹172.86	₹160.29	₹189.02
16 Oct 2023	₹227.30	₹183.57	₹223.30	₹201.72	₹252.83
11 May 2024	₹275.32	₹232.84	₹277.59	₹246.70	₹307.11
05 Dec 2024	₹317.90	₹293.82	₹364.85	₹308.18	₹359.69
30 Jun 2025	₹326.04	₹309.72	₹367.46	₹291.77	₹366.54
24 Jan 2026	₹315.14	₹285.75	₹328.25	₹283.57	₹350.20
20 Aug 2026	₹334.79	₹340.84	₹399.82	₹330.92	₹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 · Direct NAV ₹373.46 Very High risk ★★☆☆☆	Invesco India Large & Mid Cap Fund Invesco · Direct NAV ₹132.96 Very High risk ★★★★★	Motilal Oswal Large and Midcap Fund Motilal Oswal · Direct NAV ₹40.88 Very High risk ★★★★☆	HSBC Large & Mid Cap Fund HSBC · Direct NAV ₹33.35 Very High risk ★★★☆☆	Category median Large & Mid Cap Fund · 36 funds

	+4.15%	+8.24%	+12.11%	+12.85%Best in row	+6.71%
	+15.58%	+24.84%Best in row	+24.23%	+20.20%	+16.28%
	+16.79%	+19.03%	+20.17%Best in row	+16.60%	+15.15%
	+15.00%	+17.58%Best in row	—	—	+15.07%
	+13.29%	+18.06%	+22.50%Best in row	+17.75%	+15.33%
	+14.76%	+21.11%	+21.89%Best in row	+17.80%	—

	+15.83%	+17.94%	+26.93%Best in row	+20.96%	+17.48%
	+15.68%	+17.13%	+26.15%Best in row	+21.70%	+16.77%
	+15.00%	+17.43%Best in row	—	—	+16.31%
Risk
	14.94%Best in row	16.62%	19.12%	17.60%	14.81%
	0.61	1.10Best in row	0.93	0.78	0.61
	0.82	1.56Best in row	1.28	1.04	0.82
	-39.49%	-35.31%Best in row	-37.44%	-36.10%	-35.67%

	-0.82%	+6.74%Best in row	+5.14%	+2.51%	+0.30%
	0.88	0.95	1.07	0.95	0.83
	86.0%	111.7%	117.6%Best in row	100.3%	84.1%
	84.7%Best in row	86.5%	101.9%	89.5%	78.7%

	0.90%	0.80%Best in row	0.93%	1.45%	1.07%
	₹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	02 Jan 2013	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.