Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
mid capDirect
Helios Large & Mid Cap Fund - Direct Plan - Growth
3Y ago—
5Y ago—
mid capDirect
HSBC Large & Mid Cap Fund - Direct Plan - Growth
3Y ago₹1.67 L
5Y ago₹2.03 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Helios Large & Mid Cap Fund - D… | HSBC Large & Mid Cap Fund - Dir… |
|---|---|---|
| Fund house | Helios Mutual Fund | HSBC Mutual Fund |
| Category | Equity Schemes - Large & Mid Cap Fund | Equity Schemes - Large & Mid Cap Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹11.68 | ₹33.3604 |
| Assets managed (AUM) | — | — |
| 1M return | 0.26% | 1.11% |
| 6M return | 9.47% | 14.79% |
| 1Y return | 8.55% | 13.55% |
| 3Y CAGR | — | 18.60% |
| 5Y CAGR | — | 15.18% |
| Since inception CAGR | 9.57% | 17.65% |
| Bumpiness · 3Y (annualised σ) | 15.85 | 17.70 |
| Worst drop ever | -18.04% | -36.10% |
| Sharpe · 3Y (rf=6%) | 0.21 | 0.65 |