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  • HSBC Large and Mid Cap Equity Fund (Growth)
HSBC Mutual Funds

HSBC Large and Mid Cap Equity Fund (Growth)

EquityDiversified

16.448

NAV (Oct 21)

NA
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in diversified.

Click here to see our recommendations.

Diversified 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).

Our analysis of this fundLearn how we rate funds ->

Track Record

2 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

565 Cr. Medium within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Consistently poor. The historical performance of the fund has been consistently poor

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  • graph-icon-gray
    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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    Grow Wealth , Retirement , Kid's Education

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Historical NAV

16.448

NAV (Oct 21)

Fund Returns

Last 1Y
61.7%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
NA
6 Month CAGR
30.1%
info-icon-blue

Scheme Information

Investment Objective

To seek long term capital growth through investments in both large cap and mid cap stocks.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.45
Launched (2y ago)
Mar 28, 2019
AUM in Crores
564.096
ISIN
INF336L01NY9
Lock-in
No Lock-in
Benchmark
IISL Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Amaresh Mishra

Fund Manager

user-avatar

Neelotpal Sahai

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 12,915 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.

amc-img

  • tel-amc-about
    022-66145000
  • mail-amc-about
    hsbcmf@camsonline.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    4.6%

    5.5%

    top-ranked-badge

    4.9%

    7.3%

    top-ranked-badge

    4.1%

    6%

    top-ranked-badge

    0%

    0%

    top-ranked-badge

    4.6%

    5.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About HSBC Large and Mid Cap Equity Fund (G)

    About HSBC Large and Mid Cap Equity Fund (G)

    HSBC Large and Mid Cap Equity Fund (G) is a Diversified Equity fund and has delivered an annualised return of null% over a period of 2 years. . The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Amaresh Mishra, Neelotpal Sahai

    HSBC Large and Mid Cap Equity Fund (G) Investment Objective

    To seek long term capital growth through investments in both large cap and mid cap stocks. . However, there is no assurance that the objective of the scheme will be realized.

    HSBC Large and Mid Cap Equity Fund (G) NAV,AUM,Risk

    The HSBC Large and Mid Cap Equity Fund (G) fund was launched on Mar 28, 2019. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-10-21 is ₹16.45. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹564.096. The category risk of the HSBC Large and Mid Cap Equity Fund (G) fund is Very High Risk. The fund charges 2.45 % as expense ratio.

    HSBC Large and Mid Cap Equity Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 99.3% in this asset class. The top three holdings of the fund are , icici bank ltd , hdfc bank ltd , infosys ltd , axis bank ltd , state bank of india , bajaj finance ltd , srf ltd , mphasis ltd , dalmia bharat ltd , hindustan unilever ltd , coforge ltd , reliance industries ltd , larsen & toubro ltd , balkrishna industries ltd , cholamandalam investment and finance co ltd , voltas ltd , dixon technologies (india) ltd , polycab india ltd , jk cement ltd , ipca laboratories ltd , supreme industries ltd , dr. lal pathlabs ltd , asian paints ltd , max financial services ltd , tata motors ltd , sundaram fasteners ltd , ashok leyland ltd , hcl technologies ltd , housing development finance corp ltd , max healthcare institute ltd ordinary shares , pi industries ltd , birlasoft ltd , j.b. chemicals & pharmaceuticals ltd , kei industries ltd , zomato ltd , emami ltd , page industries ltd , gland pharma ltd , jindal steel & power ltd , quess corp ltd , kajaria ceramics ltd , phoenix mills ltd , sun pharmaceuticals industries ltd , uti asset management co ltd , gujarat state petronet ltd , honeywell automation india ltd , aarti industries ltd , amber enterprises india ltd ordinary shares , birla corp ltd , alkem laboratories ltd , prestige estates projects ltd , pnc infratech ltd , maruti suzuki india ltd , navin fluorine international ltd , reverse repos , arvind ltd , atul ltd , abbott india ltd , coromandel international ltd , dlf ltd , kotak mahindra bank ltd , net current assets (including cash & bank balances) , treps

    HSBC Large and Mid Cap Equity Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    HSBC Large and Mid Cap Equity Fund (G) Investment volatility and Horizon

    This fund 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) Review

    HSBC Large and Mid Cap Equity Fund (G) has a score of 3 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, HSBC Large and Mid Cap Equity Fund (G) has a score of 3 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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