- Mutual Funds
- HSBC Mutual Funds
- HSBC Large Cap Fund (Growth)
Formerly HSBC Large Cap Equity Gr
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).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 426.9623
NAV (Apr 23)
Fund Returns
Last 1Y | 36.4% |
Last 3Y | 17.7% |
Last 5Y | 15.5% |
Last 10Y | 13.4% |
Since Inception | 19.2% |
6 Month CAGR | 21.6% |
Scheme Information
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 | 2.16 |
Launched (22y ago) | Dec 10, 2002 |
AUM in Crores | 1742.833 |
ISIN | INF336L01016 |
Lock-in | No Lock-in |
Benchmark | Nifty 100 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.5 |
Standard Deviation (5yr) | 17.8 |
Beta (3yr) | 0.97 |
Beta (5yr) | 0.95 |
Sharpe Ratio (3yr) | 0.768 |
Sharpe Ratio (5yr) | 0.595 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Large Cap Fund (Growth) | 10,78,590 | 3,45,978 | 15.5% | |
| 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
hdfc bank ltd
8.5%reliance industries ltd
8%icici bank ltd
7.2%larsen & toubro ltd
6%infosys ltd
4.8%Allocation by Sector
financial services
27.8%energy
11.8%technology
10.3%industrials
9.9%healthcare
8.5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 21,475 cr | ||
₹ 14,075 cr | ||
₹ 17,313 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
HSBC Asset Management(India)Private Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
33.5% | 22.2% | ||
5.3% | 5.9% | ||
27.8% | 17% | ||
21.4% | 15.6% | ||
4.5% | 5.1% |
HSBC Large Cap Fund (G) Review
HSBC Large Cap Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 19.2% over a period of 21 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 Gautam Bhupal, Neelotpal Sahai.
Nav of HSBC Large Cap Fund (G) as of 4/23/2024 is ₹426.96 with the total AUM as of 4/24/2024 is ₹1742.833. 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 Nifty 100 TR INR.
HSBC Large Cap Fund (G) is rated as a 1 fund in Equity and delivered 36.4% 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)?
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 2.16% for regular plan.