Skip to main content
Scripbox Logo
fund-logo

HSBC Large and Mid Cap Equity Fund (Dividend Reinvestment - Annually)

Returns (1yr)
-6.88 %
Latest NAV
9.11

Investment Calculator

  • Tenure
  • Returns %
  • Step Up %
Total Investment
Wealth Gained
Total Corpus Created
fund icon
Long Term Wealth
Inflation Beating Returns

Fund Information

as on 15th of July, 03:50 AM

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

Fund Managers

  • profile-pic
    Amaresh Mishra
    profile-pic
    Neelotpal Sahai
  • expense-ratio
    Expense Ratio
    2.42
    benchmark
    Benchmark
    IISL Nifty LargeMidcap 250 TR INR
  • Aum image
    AUM
    ₹ 580.15 Crores
    ISIN
    ISIN
    INF336L01OA7
  • Category Risk:

    Moderately High risk

Holding Information

as on 15th of July, 03:50 AM

Top Holding

Hdfc Bank Ltd
8%
Reliance Industries Ltd
6%
Icici Bank Ltd
5%
Bharti Airtel Ltd
4%
Infosys Ltd
4%

Top Sectors

Financial Services
26%
Consumer Cyclical
15%
Healthcare
11%
Consumer Defensive
9%
Technology
9%

Allocation

Equity
97%
Others
3%
Debt
0%

Investment Return Calculator

as on 15th of July, 03:50 AM
  • Of
  • For
Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 15th of July, 03:50 AM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

HSBC Large and Mid Cap Equity Fund Regular Dividend Reinvestment is a Diversified Equity fund and has delivered an annualised return of 0.0% over a period of 5 years. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers names are Amaresh Mishra, Neelotpal Sahai. To seek long term capital growth through investments in both large cap and mid cap stocks. The fund charges 2.42000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.