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

HSBC Large and Mid Cap Equity Fund (Growth)

EquityLarge & Mid Cap

13.9863

NAV (Jun 28)

NA
Scripbox Opinion
Neutral
Scripbox recommends other funds for investment in large & mid cap.

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).

Our analysis of this fundLearn how we rate funds ->

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?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical 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

Investment Objective

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

Neelotpal Sahai

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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.

Asset allocation and Holdings

Last updated on 2022-06-28

Top Stock Holdings

icici bank ltd

6.8%
6.8%

hdfc bank ltd

5.6%
5.6%

infosys ltd

5.2%
5.2%

reliance industries ltd

5.1%
5.1%

state bank of india

4%
4%
See all holdings

Allocation by Sector

financial services

26.6%
26.6%

technology

14.5%
14.5%

industrials

13.3%
13.3%

basic materials

12.6%
12.6%

consumer cyclical

11.7%
11.7%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

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.

amc-img

  • 022-66145000
  • hsbcmf@camsonline.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    3.6%

    3.6%

    -

    2.8%

    12%

    %

    -

    -15%

    -

    19.4%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    HSBC 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)?

    HSBC Large and Mid Cap Equity Fund (G) is a Large & Mid Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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.