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  • HSBC Large Cap Fund (Growth)

Formerly HSBC Large Cap Equity Gr

HSBC Mutual Funds

HSBC Large Cap Fund (Growth)

EquityLarge Cap

309.116

NAV (Jan 27)

7.7%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in large cap mutual funds.

Large 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

Satisfactory

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

Outperformance Consistency

Satisfactory

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

Scripbox Recommended Large Cap Funds
Want the large cap equity 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

309.116

NAV (Jan 27)

Fund Returns

Last 1Y

-1.5%

Last 3Y

10.7%

Last 5Y

7.7%

Last 10Y

11%

Since Inception

18.6%

6 Month CAGR

2.2%

Scheme Information

Investment Objective

To generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly large cap companies.However,there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Expense Ratio

2.22

Launched (21y ago)

Dec 10, 2002

AUM in Crores

1570.373

ISIN

INF336L01016

Lock-in

No Lock-in

Benchmark

IISL Nifty 100 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

21.8

Standard Deviation (5yr)

18.8

Beta (3yr)

0.97

Beta (5yr)

0.97

Sharpe Ratio (3yr)

0.465

Sharpe Ratio (5yr)

0.326

YTM

0

Fund Managers

Neelotpal Sahai

Fund Manager

Ankur Arora

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Large Cap Fund (Growth)70%882,909 150,2977.7%
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 2023-01-27

Top Stock Holdings

icici bank ltd

9.5%
9.5%

hdfc bank ltd

8.4%
8.4%

reliance industries ltd

7.3%
7.3%

infosys ltd

7%
7%

state bank of india

4.7%
4.7%
See all holdings

Allocation by Sector

financial services

35%
35%

consumer cyclical

10.4%
10.4%

technology

10.4%
10.4%

consumer defensive

9.3%
9.3%

basic materials

8.9%
8.9%
See all sectors

Compare HSBC Large Cap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,848 cr

₹ 10,444 cr

₹ 15,500 cr

₹ 10,444 cr

₹ 15,500 cr

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 88,124 crores and was set up on 12 December 2001. It's current offering of mutual fund schemes includes 44 equity,130 debt and 30 hybrid funds.

amc-img

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

    5.9%

    7.3%

    5.9%

    8.4%

    4.6%

    7.2%

    5.2%

    6.1%

    5.9%

    %

    HSBC Large Cap Fund (G) Review

    HSBC Large Cap Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 18.6% over a period of 20 years. The fund was previously known as HSBC Large Cap Equity Gr. The fund is managed by HSBC Asset Management(India)Private Ltd. The fund managers are Ankur Arora, Neelotpal Sahai.

    Nav of HSBC Large Cap Fund (G) as of 1/27/2023 is ₹309.12 with the total AUM as of 1/29/2023 is ₹1570.373. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Large Cap Fund (G) was launched on Dec 10, 2002. The category risk of the fund is Very High Risk.

    The minimum SIP amount for HSBC Large 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 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 IISL Nifty 100 TR INR.

    HSBC Large Cap Fund (G) is rated as a 1 fund in Equity and delivered -1.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Large Cap Fund (G).

    Frequently Asked Questions

    What is HSBC Large Cap Fund (G)?

    HSBC Large Cap Fund (G) is a Large 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 Cap Fund (G)?

    You can invest in HSBC Large 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 Cap Fund (G)?

    The minimum sip amount for HSBC Large Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is HSBC Large Cap Fund (G) good to invest in?

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

    The expense ratio of the HSBC Large Cap Fund (G) is 2.22% for regular plan.