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).
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.
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.
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What Scripbox recommendations mean?
Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
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.
