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NAVs as of 20 Aug 2026

Abakkus Large & 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)

Common period 06 Aug 202620 Aug 2026, limited by Abakkus 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
Growth of ₹100, sampled across the common period
DateAbakkus Large & Mid Cap FundInvesco India Large & Mid Cap FundMotilal Oswal Large and Midcap FundHSBC Large & Mid Cap FundNifty Midcap 150
06 Aug 2026₹100.00₹100.00₹100.00₹100.00₹100.00
07 Aug 2026₹99.91₹99.44₹100.17₹100.17₹100.22
08 Aug 2026₹99.91₹99.44₹100.17₹100.17₹100.22
10 Aug 2026₹100.25₹99.92₹100.81₹100.84₹100.69
11 Aug 2026₹100.18₹99.78₹101.46₹100.90₹100.64
12 Aug 2026₹100.20₹99.73₹102.01₹101.38₹100.90
13 Aug 2026₹100.29₹99.85₹102.33₹100.90₹100.98
14 Aug 2026₹100.02₹99.29₹101.76₹100.62₹100.47
15 Aug 2026₹100.02₹99.29₹101.76₹100.62₹100.47
17 Aug 2026₹99.99₹98.99₹102.25₹100.59₹100.62
18 Aug 2026₹99.88₹99.08₹102.03₹100.43₹100.23
19 Aug 2026₹99.75₹98.47₹100.90₹100.20₹99.98
20 Aug 2026₹100.33₹99.24₹102.13₹100.89₹100.34

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.
OverlapInvesco India Large & Mid Cap FundMotilal Oswal Large and Midcap FundHSBC 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.
StockInvesco India Large & Mid Cap FundHSBC Large & Mid Cap Fund
ICICI Bank Ltd6.52%7.68%6.52%
The Federal Bank Ltd3.28%3.38%3.28%
Aditya Infotech Ltd.3.39%3.05%3.05%
Cholamandalam Investment & Finance Company Ltd2.64%1.78%1.78%
BSE Ltd3.34%1.15%1.15%
Meesho Ltd.1.79%1.08%1.08%
ABB India Ltd3.86%0.50%0.50%
FSN E-Commerce Ventures Ltd0.18%3.68%0.18%
Bharti Airtel Ltd1.59%0.16%0.16%
Safari Industries (India) Ltd0.31%0.06%0.06%
Sai Life Sciences Ltd.4.78%0.03%0.03%
Zomato Ltd7.44%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 Abakkus Large & Mid Cap Fund — left out entirely rather than counted as 0% overlap.

Abakkus Large & 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
Abakkus · Regular
NAV ₹10.06
Very High risk
Unrated
Invesco · Regular
NAV ₹110.95
Very High risk
★★★★☆
Motilal Oswal · Regular
NAV ₹37.08
Very High risk
★★★★★
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%
+0.33%+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 row19.10%17.59%14.80%
1.02Best in row0.850.710.54
1.44Best in row1.180.940.73
-0.54%Best in row-58.90%-37.53%-36.20%-37.25%
+5.60%Best in row+3.97%+1.46%-0.76%
0.951.070.950.83
109.2%115.0%Best in row98.0%81.1%
88.6%Best in row104.0%91.3%81.1%
2.44%1.89%1.88%2.54%2.37%
₹11,746Cr₹17,050Cr₹5,479Cr₹3,576Cr
1.00%Up to 1.00%1.00%Up to 1.00%
₹500₹100₹500₹500
₹500₹100₹500₹5.00K
40%13%44%42%
Abhishek Krishnaswami Srinivas · 0.1yAditya Khemani · 2.8yRakesh ShettyCheenu Gupta · 3.7y
06 Aug 202613 Aug 200722 Oct 201904 Apr 2019
412980
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.