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NAVs as of 20 Aug 2026

HSBC Large & Mid Cap FundDirect · IDCWInvesco India Large & Mid Cap FundDirect · IDCWUTI Large & Mid Cap FundDirect · IDCWQuant Large & Mid Cap FundDirect · IDCW4 of 4 funds

Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Log scaleBenchmark

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.

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Growth of ₹100, sampled across the common period
Date	HSBC Large & Mid Cap Fund	Invesco India Large & Mid Cap Fund	UTI Large & Mid Cap Fund	Quant Large & Mid Cap Fund	Nifty Midcap 150
04 Apr 2019	₹100.00	₹100.00	₹100.00	₹100.00	₹100.00
15 Nov 2019	₹103.45	₹106.31	₹95.47	₹104.35	₹95.60
26 Jun 2020	₹91.90	₹93.22	₹84.82	₹105.22	₹88.73
06 Feb 2021	₹132.90	₹131.43	₹124.24	₹136.79	₹130.91
18 Sep 2021	₹167.59	₹158.56	₹147.36	₹175.59	₹173.91
01 May 2022	₹161.23	₹151.88	₹142.40	₹193.62	₹173.58
12 Dec 2022	₹170.06	₹166.77	₹157.49	₹218.08	₹189.34
24 Jul 2023	₹176.21	₹180.60	₹176.85	₹227.15	₹213.25
05 Mar 2024	₹218.03	₹233.33	₹221.79	₹326.96	₹279.92
15 Oct 2024	₹260.10	₹307.74	₹279.22	₹366.73	₹342.89
28 May 2025	₹214.75	₹275.15	₹267.73	₹334.86	₹326.09
07 Jan 2026	₹230.82	₹296.24	₹290.83	₹334.80	₹350.29
20 Aug 2026	₹232.49	₹300.11	₹290.45	₹371.96	₹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 →

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	HSBC Large & Mid Cap Fund	Invesco India Large & Mid Cap Fund	UTI Large & Mid Cap Fund	Quant Large & Mid Cap Fund
HSBC Large & Mid Cap Fund	·
Invesco India Large & Mid Cap Fund	·	·
UTI Large & Mid Cap Fund	·	·	·
Quant Large & Mid Cap Fund	·	·	·	·

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

HSBC Large & Mid Cap Fund and Invesco India Large & Mid Cap Fund share 18% of their equity book by weight.

Shared holdings — HSBC Large & Mid Cap Fund vs Invesco India Large & Mid Cap Fund

Stocks held by both HSBC Large & Mid Cap Fund and Invesco India Large & Mid Cap Fund, with each fund's weight and the weight they share.
Stock	HSBC Large & Mid Cap Fund	Invesco India Large & Mid Cap Fund
ICICI Bank Ltd	7.68%	6.52%	6.52%
The Federal Bank Ltd	3.38%	3.28%	3.28%
Aditya Infotech Ltd.	3.05%	3.39%	3.05%
Cholamandalam Investment & Finance Company Ltd	1.78%	2.64%	1.78%
BSE Ltd	1.15%	3.34%	1.15%
Meesho Ltd.	1.08%	1.79%	1.08%
ABB India Ltd	0.50%	3.86%	0.50%
FSN E-Commerce Ventures Ltd	3.68%	0.18%	0.18%
Bharti Airtel Ltd	0.16%	1.59%	0.16%
Safari Industries (India) Ltd	0.06%	0.31%	0.06%
Sai Life Sciences Ltd.	0.03%	4.78%	0.03%
Zomato Ltd	0.01%	7.44%	0.01%

12 shared of 80 / 41 positions. Weights are shown as a share of each fund's equity book.

HSBC Large & Mid Cap Fund, Invesco India Large & Mid Cap Fund, UTI Large & Mid Cap Fund, Quant Large & Mid Cap Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Large & Mid Cap Fund median.
Metric	HSBC Large & Mid Cap Fund HSBC · Direct · IDCW NAV ₹23.22 Very High risk ★★☆☆☆	Invesco India Large & Mid Cap Fund Invesco · Direct · IDCW NAV ₹56.63 Very High risk ★★★☆☆	UTI Large & Mid Cap Fund UTI · Direct · IDCW NAV ₹99.75 Very High risk ★★★★☆	Quant Large & Mid Cap Fund quant · Direct · IDCW NAV ₹64.87 Very High risk ★★★★☆	Category median Large & Mid Cap Fund · 35 funds

	+2.70%	-0.56%	+5.43%	+12.25%Best in row	+4.31%
	+9.70%	+18.15%Best in row	+17.50%	+17.25%	+12.18%
	+8.48%	+15.15%	+15.95%	+18.16%Best in row	+12.13%
	—	+14.59%Best in row	+11.83%	+13.99%	+9.85%
	+12.11%	+11.68%	+10.82%	+13.76%Best in row	+11.44%
	+7.51%	+15.01%	+15.74%Best in row	+15.37%	—

	+15.23%	+12.58%	+11.50%	+15.59%Best in row	+13.24%
	+15.86%Best in row	+12.72%	+10.69%	+14.67%	+12.72%
	—	+12.40%	+10.82%	+14.79%Best in row	+11.19%
Risk
	20.00%	17.46%	13.70%Best in row	16.54%	15.59%
	0.16	0.67	0.80Best in row	0.65	0.20
	0.20	0.90	1.10Best in row	0.89	0.26
	-36.11%Best in row	-50.59%	-45.84%	-36.46%	-38.41%

	-6.87%	+1.14%	+1.79%Best in row	+0.23%	-3.79%
	1.02	0.99	0.80	1.01	0.85
	91.1%	103.1%Best in row	83.4%	94.3%	81.7%
	125.7%	103.0%	68.4%Best in row	88.8%	93.5%

	1.45%	0.80%Best in row	1.08%	1.25%	1.06%
	₹5,479Cr	₹11,746Cr	₹6,407Cr	₹3,496Cr	₹3,576Cr
	Up to 1.00%	Up to 1.00%	1.00%	1.00%	—
	₹500	₹100	₹500	₹1.00K	—
	₹5.00K	₹100	₹5.00K	₹5.00K	—
	44%	40%	60%	0%	40%
	Cheenu Gupta · 3.7y	Aditya Khemani · 2.8y	V Srivatsa · 9.3y	Sanjeev Sharma	—
	04 Apr 2019	02 Jan 2013	02 Jan 2013	07 Jan 2013	—

	80	41	69	20	—
	35.7%	53.4%	32.6%	64.0%	—
	4.4%	0.8%	2.2%	3.7%	—

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.