₹ 26.3074
NAV (Oct 28)
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).
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 26.3074
NAV (Oct 28)
Last 1Y | 43.6% |
Last 3Y | 19.3% |
Last 5Y | 21% |
Last 10Y | NA |
Since Inception | 18.5% |
6 Month CAGR | 12.3% |
The scheme seeks long term capital growth through investments in both large cap and mid cap stocks.
Expense Ratio | 1.93% |
Launched 5Y ago | 2019-03-28 |
AUM in Crores | 3718 |
ISIN | INF336L01NY9 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Large Midcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.4 |
Beta | 0.9 |
Sharpe Ratio | 1.1 |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
HSBC Large and Mid Cap Fund (G) | 12,49,909 | 5,17,297 | 21% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 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.
Suzlon Energy Ltd.
3.86%Trent Ltd.
3.6%Bharat Electronics Ltd.
2.68%CG Power and Industrial Solutions Ltd.
2.67%Bharat Heavy Electricals Ltd.
2.54%Capital Goods
34.39%Financial
17.87%Services
15.24%Construction
6.93%Technology
5.77%Fund Name | Fund Size | |
---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 17,770 cr | ||
₹ 51,197 cr |
HSBC Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
21.9% | 17.3% | ||
24.7% | 21.8% | ||
5.9% | 5.9% | ||
5.6% | 7% | ||
4.3% | 6.5% |
HSBC Large and Mid Cap Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 18.53% over 5 years. The fund has grown over a period of 5 years. The fund is managed by HSBC Mutual Fund. The fund managers are Abhishek Gupta, Cheenu Gupta, Neelotpal Sahai.
Nav of HSBC Large and Mid Cap Fund (G) as of 10/28/2024 is ₹26.31 with the total AUM as of 10/29/2024 is ₹3718.04. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Large and Mid Cap Fund (G) was launched on 2019-03-28. The category risk of the fund is Very High.
The minimum SIP amount for HSBC Large and Mid Cap 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 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 NIFTY Large Midcap 250 Total Return Index.
Scripbox has rated it 1 star, indicating it's not a recommended fund in the Equity category and delivered 43.55% 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 Fund (G).
What is HSBC Large and Mid Cap Fund (G)?
How to invest in HSBC Large and Mid Cap Fund (G)?
You can invest in HSBC Large and Mid Cap 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 Fund (G)?
The minimum sip amount for HSBC Large and Mid Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Large and Mid Cap Fund (G) good to invest in?
According to Scripbox opinion, it is a 1-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.
What is the expense ratio of the HSBC Large and Mid Cap Fund (G)?
The expense ratio of the HSBC Large and Mid Cap Fund (G) is 1.93% for regular plan.
What is the NAV of HSBC Large and Mid Cap Fund (G)?
Today's HSBC Large and Mid Cap Fund (G) NAV is ₹26.31.