Edelweiss Large & Mid Cap Fund vs HSBC Large & Mid Cap Fund
Direct Plan, Growth option · Data as on 30-10-2026
Edelweiss Large & Mid Cap Fund and HSBC Large & Mid Cap Fund are both Large & Mid Cap funds. In the 3 years to 30-10-2026, Edelweiss Large & Mid Cap Fund (Direct) returned 13.4% a year and HSBC Large & Mid Cap Fund (Direct) returned 17.1% a year. Edelweiss Large & Mid Cap Fund charges 0.67% a year and HSBC Large & Mid Cap Fund 1.35% (Direct plans). Their portfolios overlap 27.1%: they hold 34 of the same securities.
Edelweiss Large & Mid Cap Fund
Large & Mid Cap
- 3 year return
- 13.4%
- Expense ratio
- 0.67%
- NAV
- ₹101.65
HSBC Large & Mid Cap Fund
Large & Mid Cap
- 3 year return
- 17.1%
- Expense ratio
- 1.35%
- NAV
- ₹31.51
Which is better, Edelweiss Large & Mid Cap or HSBC Large & Mid Cap? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- HSBC Large & Mid Cap returned more over 5 years: 13.4% a year against 11.7%.
- HSBC Large & Mid Cap returned more over 3 years: 17.1% a year against 13.4%.
- Edelweiss Large & Mid Cap costs less: 0.67% a year against 1.35% (Direct plans).
- Edelweiss Large & Mid Cap swung less over 3 years: a standard deviation of 15.1% a year against 17.6%.
- Edelweiss Large & Mid Cap fell less in its worst fall since 04-04-2019: −34.9% against −36.1%.
- Edelweiss Large & Mid Cap holds more in large companies: 45.6% of the fund in large caps against 35.4%.
- HSBC Large & Mid Cap is the larger fund: ₹5,784 Cr against ₹4,615 Cr.
- Their portfolios overlap 27.1%: 34 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Edelweiss Large & Mid Cap Fund | HSBC Large & Mid Cap Fund |
|---|---|---|
| Fund house | Edelweiss Mutual Fund | HSBC Mutual Fund |
| Category | Large & Mid Cap | Large & Mid Cap |
| AUM | ₹4,615 Cr (30-09-2026) | ₹5,784 Cr (30-09-2026) |
| NAV | ₹101.65 (Direct) | ₹31.51 (Direct) |
| Expense ratio (Direct) | 0.67% | 1.35% |
| Expense ratio (Regular) | 2.03% | 2.43% |
| Riskometer | Very High | Very High |
| Benchmark | Nifty LargeMidcap 250 TRI | Nifty LargeMidcap 250 TRI |
| Launch date | 14-06-2007 | 28-03-2019 |
| Minimum investment | ₹100 | Rs. 5,000 per application |
| Lock in | None | None |
| Fund managers | Sumanta Khan, Trideep Bhattacharya, Ashish Sood | Cheenu Gupta, Mayank Chaturvedi, Dipan S. Parikh |
| Exit load | Exit load of 1%, if redeemed within 90 days. | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. |
Edelweiss Large & Mid Cap vs HSBC Large & Mid Cap: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Edelweiss Large & Mid Cap Fund (Direct) | −1.08% | −5.16% | −1.56% | −3.21% | +13.45% | +11.70% | -- |
| HSBC Large & Mid Cap Fund (Direct) | −1.12% | −2.10% | +2.86% | +3.59% | +17.14% | +13.41% | -- |
| Large & Mid Cap average | −1.78% | −5.20% | −0.43% | −3.99% | +13.28% | +11.36% | -- |
Category average: the average of the 36 Large & Mid Cap funds, same plan type.
Edelweiss Large & Mid Cap vs HSBC Large & Mid Cap: Year-wise Returns
| Year | EdelweissEdelweiss Large & Mid Cap | HSBCHSBC Large & Mid Cap | NIFTY LargeMidcap 250 TRI |
|---|---|---|---|
| 2026to date | −4.86% | +5.15% | −7.09% |
| 2025 | +5.62% | −2.47% | +8.19% |
| 2024 | +26.30% | +39.99% | +18.68% |
| 2023 | +31.66% | +31.69% | +32.66% |
| 2022 | +3.10% | −2.19% | +4.48% |
| 2021 | +39.11% | +37.39% | +37.04% |
Edelweiss Large & Mid Cap vs HSBC Large & Mid Cap: Rolling Returns
Every holding period of both funds, against NIFTY LargeMidcap 250 TRI, the benchmark of both
Rolling returns
Every 3-year holding period, 1,127 of them, one for each trading day from 04-04-2022 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Edelweiss Large & Mid Cap Fund (Direct)
HSBC Large & Mid Cap Fund (Direct)
NIFTY LargeMidcap 250 TRI
to
Aug 2022May 2020
to
May 2023Mar 2021
to
Mar 2024Dec 2021
to
Dec 2024Sept 2022
to
Sept 2025Jun 2023
to
Jun 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Edelweiss Large & Mid Cap | 0.0 | 0.0 | 0.0 | 3.9 | 39.8 | 42.3 | 14.0 | 20.8% | 20.6% | 12.2% | 33.4% | 61% |
| HSBC Large & Mid Cap | 0.0 | 0.0 | 0.0 | 6.0 | 30.9 | 50.5 | 12.6 | 20.8% | 20.9% | 12.4% | 31.3% | 52% |
| NIFTY LargeMidcap 250 TRI | 0.0 | 0.0 | 0.0 | 8.3 | 41.1 | 36.8 | 13.8 | 20.6% | 20.1% | 10.1% | 36.1% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is NIFTY LargeMidcap 250 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 04-04-2019. Past returns do not promise future returns.
Edelweiss Large & Mid Cap vs HSBC Large & Mid Cap: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 01-04-2019 to 30-10-2026: 91 instalments, ₹9,10,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Edelweiss Large & Mid CapEdelweiss Large & Mid Cap Fund (Direct) | ₹9,10,000 | ₹16,30,149 | ₹7,20,149 | 15.0% |
| HSBC Large & Mid CapHSBC Large & Mid Cap Fund (Direct) | ₹9,10,000 | ₹17,55,709 | ₹8,45,709 | 16.9% |
Edelweiss Large & Mid CapEdelweiss Large & Mid Cap Fund (Direct)
HSBC Large & Mid CapHSBC Large & Mid Cap Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Edelweiss Large & Mid Cap vs HSBC Large & Mid Cap: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Edelweiss Large & Mid Cap Fund (Direct) | HSBC Large & Mid Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | −3.21% | +3.59% |
| Standard deviation | 15.07% | 15.71% |
| Sharpe ratio | -0.56 | -0.11 |
| Sortino ratio | -0.75 | -0.14 |
| Maximum drawdown | −13.2% (31-03-2026) | −12.2% (23-03-2026) |
| Beta | 1.00 | 0.97 |
| Alpha | +3.26% | +9.71% |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss Large & Mid Cap Fund (Direct) | HSBC Large & Mid Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +13.45% | +17.14% |
| Standard deviation | 15.09% | 17.58% |
| Sharpe ratio | 0.49 | 0.63 |
| Sortino ratio | 0.67 | 0.84 |
| Maximum drawdown | −18.2% (28-02-2025) | −25.1% (28-02-2025) |
| Beta | 1.00 | 1.10 |
| Alpha | +1.93% | +5.04% |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss Large & Mid Cap Fund (Direct) | HSBC Large & Mid Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.70% | +13.41% |
| Standard deviation | 14.73% | 16.63% |
| Sharpe ratio | 0.40 | 0.46 |
| Sortino ratio | 0.54 | 0.61 |
| Maximum drawdown | −18.2% (28-02-2025) | −25.1% (28-02-2025) |
| Beta | 0.98 | 1.06 |
| Alpha | +1.21% | +2.53% |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Edelweiss Large & Mid Cap Fund (Direct) | HSBC Large & Mid Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +15.97% | +16.38% |
| Standard deviation | 15.55% | 18.18% |
| Sharpe ratio | 0.68 | 0.62 |
| Sortino ratio | 0.92 | 0.82 |
| Maximum drawdown | −34.9% (23-03-2020) | −36.1% (23-03-2020) |
| Beta | -- | 1.02 |
| Alpha | -- | +1.70% |
From daily NAVs, 28-11-2016 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Edelweiss Large & Mid Cap Fund (Direct)
HSBC Large & Mid Cap Fund (Direct)
NIFTY LargeMidcap 250 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Edelweiss Large & Mid Cap Fund (Direct) | −34.9% | 20-02-2020 | 23-03-2020 | 05-11-2020 | 7 months | −8.1% |
| HSBC Large & Mid Cap Fund (Direct) | −36.1% | 20-02-2020 | 23-03-2020 | 11-11-2020 | 8 months | −7.3% |
| NIFTY LargeMidcap 250 TRI | −37.8% | 24-01-2020 | 23-03-2020 | 05-11-2020 | 7 months | −8.6% |
From daily values since 04-04-2019, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Large & Mid Cap Fund (Direct)
HSBC Large & Mid Cap Fund (Direct)
NIFTY LargeMidcap 250 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Large & Mid Cap Fund (Direct)
HSBC Large & Mid Cap Fund (Direct)
NIFTY LargeMidcap 250 TRI
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Edelweiss Large & Mid Cap Fund (Direct)
HSBC Large & Mid Cap Fund (Direct)
NIFTY LargeMidcap 250 TRI
Against NIFTY LargeMidcap 250 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Edelweiss Large & Mid Cap Fund (Direct) | 98% | 91% | 4.00% |
| HSBC Large & Mid Cap Fund (Direct) | 103% | 97% | 6.05% |
From month-end values since 04-04-2019. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Edelweiss Large & Mid Cap vs HSBC Large & Mid Cap: Portfolio Overlap
From each fund's latest monthly portfolio: Edelweiss Large & Mid Cap Fund, September 2026; HSBC Large & Mid Cap Fund, September 2026
Holdings in common
- Overlap
- 27.1%
- Held by both
- 34
- Only in Edelweiss Large & Mid Cap
- 57
- Only in HSBC Large & Mid Cap
- 45
| Security | % of Edelweiss Large & Mid Cap | % of HSBC Large & Mid Cap |
|---|---|---|
| HDFC Bank Ltd. | 4.77% | 5.81% |
| Ather Energy Ltd. | 2.49% | 2.72% |
| The Federal Bank Ltd. | 2.07% | 3.34% |
| ICICI Bank Ltd. | 1.74% | 6.52% |
| Coforge Ltd. | 1.48% | 1.46% |
| TVS Motor Company Ltd. | 1.25% | 2.38% |
| Radico Khaitan Ltd. | 1.23% | 2.45% |
| Cholamandalam Investment & Finance Company Ltd. | 1.16% | 1.42% |
| CG Power and Industrial Solutions Ltd. | 1.06% | 2.31% |
| Mankind Pharma Ltd. | 1.13% | 1.05% |
| Multi Commodity Exchange Of India Ltd. | 2.41% | 1.00% |
| JSW Steel Ltd. | 0.89% | 2.20% |
| Cochin Shipyard Ltd. | 0.89% | 0.84% |
| PB Fintech Ltd. | 0.74% | 0.78% |
| Mahindra & Mahindra Financial Services Ltd | 0.73% | 1.21% |
| Tech Mahindra Ltd. | 0.89% | 0.65% |
| Divi's Laboratories Ltd. | 0.64% | 1.33% |
| Triveni Turbine Ltd. | 0.59% | 1.03% |
| City Union Bank Ltd. | 0.58% | 1.73% |
| JSW Energy Ltd. | 1.01% | 0.56% |
| HDFC Asset Management Company Ltd. | 0.81% | 0.56% |
| Billionbrains Garage Ventures Ltd. | 1.30% | 0.32% |
| Prestige Estates Projects Ltd. | 0.96% | 0.20% |
| Larsen & Toubro Ltd. | 1.93% | 0.16% |
| Indian Bank | 0.92% | 0.10% |
| Cummins India Ltd. | 0.82% | 0.08% |
| Bharat Electronics Ltd. | 1.25% | 0.04% |
| Mahindra & Mahindra Ltd. | 1.33% | 0.03% |
| Infosys Ltd. | 1.16% | 0.02% |
| Bharat Heavy Electricals Ltd. | 2.56% | 0.01% |
| Eternal Ltd. | 2.00% | 0.01% |
| Bharti Airtel Ltd. | 1.27% | 0.01% |
| Reliance Industries Ltd. | 0.89% | 0.01% |
| Titan Company Ltd. | 0.87% | 0.01% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 27.1% means 27.1% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Edelweiss Large & Mid Cap Fund
| Security | % of fund |
|---|---|
| The Phoenix Mills Ltd. | 2.11% |
| State Bank of India | 2.03% |
| Ashok Leyland Ltd. | 1.81% |
| EDELWEISS MONEY MARKET FUND - DIRECT PL | 1.63% |
| Solar Industries India Ltd. | 1.51% |
Largest holdings only in HSBC Large & Mid Cap Fund
| Security | % of fund |
|---|---|
| Lenskart Solutions Limited | 4.96% |
| Meesho Limited | 3.79% |
| Aditya Infotech Limited | 3.37% |
| Dhoot Transmission Limited | 2.60% |
| GE Vernova T&D India Limited | 2.54% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Edelweiss Large & Mid Cap | HSBC Large & Mid Cap |
|---|---|---|
| Equity | 97.2% | 97.9% |
| Debt | 0.0% | 0.0% |
| Cash and others | 2.8% | 2.1% |
Market cap of stocks
| Market cap | Edelweiss Large & Mid Cap | HSBC Large & Mid Cap |
|---|---|---|
| Large Cap | 45.6% | 35.4% |
| Mid Cap | 36.4% | 40.4% |
| Small Cap | 15.1% | 16.8% |
| Not on AMFI's list | 0.0% | 5.3% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Edelweiss Large & Mid Cap | HSBC Large & Mid Cap |
|---|---|---|
| Banks | 14.7% | 17.5% |
| Electrical Equipment | 4.2% | 13.0% |
| Retailing | 3.5% | 11.2% |
| Pharmaceuticals & Biotechnology | 3.3% | 8.6% |
| Finance | 7.4% | 7.2% |
| IT - Software | 7.2% | 2.1% |
| Automobiles | 5.9% | 5.1% |
| Capital Markets | 5.2% | 4.7% |
| Consumer Durables | 5.2% | 0.1% |
The six largest sectors of each fund's stocks, % of the fund.
Edelweiss Large & Mid Cap vs HSBC Large & Mid Cap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Edelweiss Large & Mid Cap Fund | HSBC Large & Mid Cap Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.67% | 1.35% |
| Base expense ratio (Direct) | 0.44% | 0.66% |
| Total expense ratio (Regular) | 2.03% | 2.43% |
| Base expense ratio (Regular) | 1.60% | 1.58% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Edelweiss Large & Mid Cap with
Edelweiss Large & Mid Cap Fund vs HSBC Large & Mid Cap Fund: Frequently Asked Questions
What is the difference between Edelweiss Large & Mid Cap Fund and HSBC Large & Mid Cap Fund?
Both are Large & Mid Cap funds, run by Edelweiss Mutual Fund and HSBC Mutual Fund. Their portfolios overlap 27.1%. Edelweiss Large & Mid Cap Fund charges 0.67% a year and HSBC Large & Mid Cap Fund 1.35%.
Which has given higher returns, Edelweiss Large & Mid Cap Fund or HSBC Large & Mid Cap Fund?
Over 1 year: Edelweiss Large & Mid Cap Fund −3.21%, HSBC Large & Mid Cap Fund +3.59%. Over 3 years: Edelweiss Large & Mid Cap Fund +13.45% a year, HSBC Large & Mid Cap Fund +17.14% a year. Over 5 years: Edelweiss Large & Mid Cap Fund +11.70% a year, HSBC Large & Mid Cap Fund +13.41% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Edelweiss Large & Mid Cap Fund or HSBC Large & Mid Cap Fund?
Edelweiss Large & Mid Cap Fund charges less: 0.67% a year against 1.35%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Edelweiss Large & Mid Cap Fund and HSBC Large & Mid Cap Fund overlap?
27.1%. They hold 34 of the same securities, the largest shared ones being HDFCBANK, ATHERENERG, FEDERALBNK. From each fund's latest monthly portfolio.
Which is riskier, Edelweiss Large & Mid Cap Fund or HSBC Large & Mid Cap Fund?
On SEBI's riskometer, Edelweiss Large & Mid Cap Fund is rated Very High and HSBC Large & Mid Cap Fund Very High. Over 3 years, the standard deviation of daily returns was 15.09% and 17.58% a year.
Which is better for SIP, Edelweiss Large & Mid Cap Fund or HSBC Large & Mid Cap Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹8,03,027 in Edelweiss Large & Mid Cap Fund (XIRR 10.8% a year) and ₹8,76,104 in HSBC Large & Mid Cap Fund (XIRR 14.2% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Edelweiss Large & Mid Cap Fund and HSBC Large & Mid Cap Fund?
Yes. 27.1% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Edelweiss Large & Mid Cap Fund and HSBC Large & Mid Cap Fund?
Edelweiss Large & Mid Cap Fund: Sumanta Khan, Trideep Bhattacharya, Ashish Sood. HSBC Large & Mid Cap Fund: Cheenu Gupta, Mayank Chaturvedi, Dipan S. Parikh.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.