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NAVs as of 20 Aug 2026

TRUSTMF Large & Midcap 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 30 Jul 2026 – 20 Aug 2026, limited by TRUSTMF Large & 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	TRUSTMF Large & Midcap Fund	Invesco India Large & Mid Cap Fund	Motilal Oswal Large and Midcap Fund	HSBC Large & Mid Cap Fund	Nifty Midcap 150
30 Jul 2026	₹100.00	₹100.00	₹100.00	₹100.00	₹100.00
01 Aug 2026	₹100.30	₹100.16	₹101.24	₹100.80	₹100.47
03 Aug 2026	₹101.10	₹102.28	₹102.00	₹102.34	₹101.68
04 Aug 2026	₹100.90	₹101.83	₹102.69	₹102.51	₹101.37
06 Aug 2026	₹101.20	₹102.04	₹103.77	₹102.65	₹101.21
08 Aug 2026	₹101.10	₹101.47	₹103.95	₹102.83	₹101.44
10 Aug 2026	₹101.79	₹101.96	₹104.62	₹103.52	₹101.91
11 Aug 2026	₹101.99	₹101.82	₹105.29	₹103.58	₹101.86
13 Aug 2026	₹102.19	₹101.89	₹106.19	₹103.58	₹102.21
15 Aug 2026	₹101.79	₹101.32	₹105.59	₹103.29	₹101.69
17 Aug 2026	₹101.99	₹101.01	₹106.11	₹103.25	₹101.84
18 Aug 2026	₹101.89	₹101.10	₹105.88	₹103.09	₹101.45
20 Aug 2026	₹102.39	₹101.27	₹105.98	₹103.56	₹101.55

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	Invesco India Large & Mid Cap Fund	Motilal Oswal Large and Midcap Fund	HSBC Large & 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.

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

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

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

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

No published holdings for TRUSTMF Large & Midcap Fund — left out entirely rather than counted as 0% overlap.

TRUSTMF Large & Midcap 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	TRUSTMF Large & Midcap Fund Trust · Regular NAV ₹10.28 Very High risk Unrated	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

	—	+7.02%	+11.00%	+11.63%Best in row	+5.52%
	—	+23.42%Best in row	+22.78%	+18.94%	+14.91%
	—	+17.62%	+18.61%Best in row	+15.19%	+13.37%
	—	+16.06%	—	—	+14.19%
	+2.39%	+13.54%	+20.77%Best in row	+16.16%	+12.93%
	+450.01%Best in row	+19.70%	+20.39%	+16.50%	—

	—	+15.08%	+25.12%Best in row	+19.33%	+14.91%
	—	+14.67%	+24.35%Best in row	+20.06%	+14.70%
	—	+14.47%	—	—	+13.49%
Risk
	—	16.61%Best in row	19.10%	17.59%	14.80%
	—	1.02Best in row	0.85	0.71	0.54
	—	1.44Best in row	1.18	0.94	0.73
	-0.58%Best in row	-58.90%	-37.53%	-36.20%	-37.25%

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

	5.83%	1.89%	1.88%	2.54%	2.37%
	₹283.97Cr	₹11,746Cr	₹17,050Cr	₹5,479Cr	₹3,576Cr
	1.00%	Up to 1.00%	1.00%	Up to 1.00%	—
	₹1.00K	₹100	₹500	₹500	—
	₹1.00K	₹100	₹500	₹5.00K	—
	—	40%	13%	44%	42%
	Saurabh Kataria · 0.1y	Aditya Khemani · 2.8y	Rakesh Shetty	Cheenu Gupta · 3.7y	—
	30 Jul 2026	13 Aug 2007	22 Oct 2019	04 Apr 2019	—

	—	41	29	80	—
	—	53.4%	43.8%	35.7%	—
	—	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.