- Mutual Funds
- HSBC Mutual Funds
- HSBC Large and Mid Cap Equity Fund (Growth)
HSBC Large and Mid Cap Equity Fund (Growth)
₹ 13.9863
NAV (Jun 28)
Click here to see our recommendations.
Large & mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Track Record
3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.
Relative Size
494 Cr. Medium within the category
Category View
Superior. The category has a superior investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
Scripbox Recommended Large & Mid Cap Funds
Want the large and mid cap funds that are right for your long term equity investment needs?
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.9863
NAV (Jun 28)
Fund Returns
Last 1Y | -2.3% |
Last 3Y | 12% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | NA |
6 Month CAGR | -13.1% |
Scheme Information
To seek long term capital growth through investments in both large cap and mid cap stocks.
Expense Ratio | 2.45 |
Launched (3y ago) | Mar 28, 2019 |
AUM in Crores | 493.365 |
ISIN | INF336L01NY9 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty LargeMidcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
6.8%hdfc bank ltd
5.6%infosys ltd
5.2%reliance industries ltd
5.1%state bank of india
4%Allocation by Sector
financial services
26.6%technology
14.5%industrials
13.3%basic materials
12.6%consumer cyclical
11.7%Comparison with Equity Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 4,202 cr | |||
₹ 13,023 cr | |||
₹ 13,023 cr | |||
₹ 4,202 cr | |||
₹ 4,202 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
HSBC Asset Management(India)Private Ltd manages assets worth 14,163 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 20 equity,66 debt and 17 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
3.6% | 3.6% | ||
- | 2.8% | ||
12% | % | ||
- | -15% | ||
- | 19.4% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHSBC Large and Mid Cap Equity Fund (G) Review
HSBC Large and Mid Cap Equity Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of null% over a period of 3 years. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund manager’s name is Neelotpal Sahai.
Nav of HSBC Large and Mid Cap Equity Fund (G) as of 6/28/2022 is ₹13.99 with the total AUM as of 6/29/2022 is ₹493.365. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Large and Mid Cap Equity Fund (G) was launched on Mar 28, 2019. The category risk of the fund is Very High Risk.
The minimum SIP amount for HSBC Large and Mid Cap Equity Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
HSBC Large and Mid Cap Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty LargeMidcap 250 TR INR.
HSBC Large and Mid Cap Equity Fund (G) is rated as a 3 fund in Equity and delivered -2.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Large and Mid Cap Equity Fund (G).
Frequently Asked Questions
What is HSBC Large and Mid Cap Equity Fund (G)?
How to invest in HSBC Large and Mid Cap Equity Fund (G)?
You can invest in HSBC Large and Mid Cap Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HSBC Large and Mid Cap Equity Fund (G)?
The minimum sip amount for HSBC Large and Mid Cap Equity Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Large and Mid Cap Equity Fund (G) good to invest in?
As per Scripbox experts, HSBC Large and Mid Cap Equity Fund (G) is a Neutral fund. You can investHSBC Large and Mid Cap Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HSBC Large and Mid Cap Equity Fund (G)?
The expense ratio of the HSBC Large and Mid Cap Equity Fund (G) is 2.45% for regular plan.