- Mutual Funds
- HSBC Mutual Funds
- HSBC Large and Mid Cap Fund (RIDCW-A)
Formerly HSBC Large & Mid Cap Equity Reg IDCW-R
HSBC Large and Mid Cap Fund (RIDCW-A)
₹ 18.8226
NAV (Apr 18)
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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 18.8226
NAV (Apr 18)
Fund Returns
Last 1Y | 32.4% |
Last 3Y | 13.6% |
Last 5Y | 13.5% |
Last 10Y | NA |
Since Inception | 13.4% |
6 Month CAGR | 9.3% |
Scheme Information
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 | INF336L01OA7 |
Lock-in | No Lock-in |
Benchmark | Nifty LargeMidcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 15.1 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.96 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.464 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Large and Mid Cap Fund (RIDCW-A) | 10,23,538 | 2,90,926 | 13.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
larsen & toubro ltd
4%trent ltd
3.1%bharat heavy electricals ltd
2.4%zomato ltd
2.3%safari industries (india) ltd
2.2%Allocation by Sector
industrials
29.3%consumer cyclical
17.8%financial services
15%technology
10.5%healthcare
6.7%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
32.9% | 22% | ||
5.4% | 5.9% | ||
26.3% | 16.8% | ||
4.7% | 5.2% | ||
20% | 15.5% |
HSBC Large and Mid Cap Fund (RIDCW-A) Review
HSBC Large and Mid Cap Fund (RIDCW-A) is a Large & Mid Cap Equity fund and has delivered an annualised return of 13.4% over a period of 5 years. The fund was previously known as HSBC Large & Mid Cap Equity Reg IDCW-R. 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 (RIDCW-A) as of 4/18/2024 is ₹18.82 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 (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) 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 (RIDCW-A) is rated as a 1 fund in Equity and delivered 32.4% 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 (RIDCW-A).
Frequently Asked Questions
What is HSBC Large and Mid Cap Fund (RIDCW-A)?
How to invest in HSBC Large and Mid Cap Fund (RIDCW-A)?
You can invest in HSBC Large and Mid Cap Fund (RIDCW-A) 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 (RIDCW-A)?
The minimum sip amount for HSBC Large and Mid Cap Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Large and Mid Cap Fund (RIDCW-A) good to invest in?
As per Scripbox experts, HSBC Large and Mid Cap Fund (RIDCW-A) is a Not Recommended fund. You can investHSBC Large and Mid Cap Fund (RIDCW-A) 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 (RIDCW-A)?
The expense ratio of the HSBC Large and Mid Cap Fund (RIDCW-A) is 2.02% for regular plan.