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  • HSBC Large and Mid Cap Fund (Growth)

Formerly HSBC Large & Mid Cap Equity Reg Gr

HSBC Mutual Funds

HSBC Large and Mid Cap Fund (Growth)

EquityLarge & Mid Cap

22.6162

NAV (Apr 18)

17.7%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in large & mid cap mutual funds.

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 ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

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

22.6162

NAV (Apr 18)

Fund Returns

Last 1Y
45.3%
Last 3Y
20.8%
Last 5Y
17.7%
Last 10Y
NA
Since Inception
17.6%
6 Month CAGR
19.9%

Scheme Information

Investment Objective

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

Expense Ratio
2.02
Launched (5y ago)
Apr 04, 2019
AUM in Crores
2760.497
ISIN
INF336L01NY9
Lock-in
No Lock-in
Benchmark
Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.8
Standard Deviation (5yr)
0
Beta (3yr)
0.91
Beta (5yr)
0
Sharpe Ratio (3yr)
1.008
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Cheenu Gupta

Fund Manager

Abhishek Gupta

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Large and Mid Cap Fund (Growth)70%11,43,526 4,10,91417.7%
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.

Asset allocation and Holdings

Last updated on 2024-04-18

Top Stock Holdings

larsen & toubro ltd

4%
4%

trent ltd

3.1%
3.1%

bharat heavy electricals ltd

2.4%
2.4%

zomato ltd

2.3%
2.3%

safari industries (india) ltd

2.2%
2.2%
See all holdings

Allocation by Sector

industrials

29.3%
29.3%

consumer cyclical

17.8%
17.8%

financial services

15%
15%

technology

10.5%
10.5%

healthcare

6.7%
6.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 17,313 cr

₹ 14,075 cr

₹ 21,475 cr

₹ 53,505 cr

₹ 41,281 cr

amc-img

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 115,209 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 50 equity,130 debt and 31 hybrid funds.amc-img
phone-img022-66145000
Fund NameScripbox Opinion
Till Date CAGR

32.9%

22%

5.4%

5.9%

26.3%

16.8%

20%

15.5%

4.7%

5.2%

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 17.6% over a period of 5 years. The fund was previously known as HSBC Large & Mid Cap Equity Reg Gr. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Abhishek Gupta, Cheenu Gupta.

Nav of HSBC Large and Mid Cap Fund (G) as of 4/18/2024 is ₹22.62 with the total AUM as of 4/19/2024 is ₹2760.497. 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 Apr 04, 2019. The category risk of the fund is Very High Risk.

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 LargeMidcap 250 TR INR.

HSBC Large and Mid Cap Fund (G) is rated as a 1 fund in Equity and delivered 45.3% 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 Fund (G).

Frequently Asked Questions

What is HSBC Large and Mid Cap Fund (G)?

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

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?

As per Scripbox experts, HSBC Large and Mid Cap Fund (G) is a Not Recommended fund. You can investHSBC Large and Mid Cap 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 Fund (G)?

The expense ratio of the HSBC Large and Mid Cap Fund (G) is 2.02% for regular plan.