- Mutual Funds
- HSBC Mutual Fund
- HSBC Large and Mid Cap Fund (G)
HSBC Large and Mid Cap Fund (G)
₹ 23.62
NAV (Apr 15)
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).
Scheme Information
The scheme seeks long term capital growth through investments in both large cap and mid cap stocks.
Expense Ratio | 1.94 % |
Launched 6Y ago | 2019-03-28 |
AUM in Crores | 3769.4 |
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 | 17 |
Beta | 1 |
Sharpe Ratio | 0.5 |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
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%
Allocation by Sector
Capital Goods
18.9%Financial
18.07%Services
16.78%Technology
13.05%Healthcare
11.02%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 49,131 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr |
HSBC Large and Mid Cap Fund (G) Review
HSBC Large and Mid Cap Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 14.43% over 6 years. The fund has grown over a period of 6 years. The fund is managed by HSBC Mutual Fund. The fund managers are Abhishek Gupta, Cheenu Gupta, Neelotpal Sahai, Sonal Gupta.
Nav of HSBC Large and Mid Cap Fund (G) as of 4/15/2025 is ₹23.62 with the total AUM as of 4/16/2025 is ₹3769.36. 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 3 stars, indicating it's a neutral fund in the Equity category and delivered -0.06% 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).