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  • HSBC Large Cap Fund (PIDCW-M)

Formerly HSBC Large Cap Equity IDCW-P

HSBC Mutual Funds

HSBC Large Cap Fund (PIDCW-M)

EquityLarge Cap

47.2971

NAV (Jun 12)

13.2%
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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

Neutral

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

Invest in this fund
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

47.2971

NAV (Jun 12)

Fund Returns

Last 1Y
33.1%
Last 3Y
15.5%
Last 5Y
15.5%
Last 10Y
12.4%
Since Inception
19.6%
6 Month CAGR
15.7%

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
2.13
Launched (22y ago)
Dec 10, 2002
AUM in Crores
1813.315
ISIN
INF336L01024
Lock-in
No Lock-in
Benchmark
Nifty 100 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
13
Standard Deviation (5yr)
17.9
Beta (3yr)
0.84
Beta (5yr)
0.91
Sharpe Ratio (3yr)
0.442
Sharpe Ratio (5yr)
0.453
YTM
0
Fund Managers

Neelotpal Sahai

Fund Manager

Gautam Bhupal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HSBC Large Cap Fund (PIDCW-M)70%10,15,590 2,82,97813.2%
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 2024-06-12

Top Stock Holdings

hdfc bank ltd

8.8%
8.8%

icici bank ltd

7.6%
7.6%

reliance industries ltd

7.3%
7.3%

larsen & toubro ltd

5.9%
5.9%

dlf ltd

3.9%
3.9%
See all holdings

Allocation by Sector

financial services

29.3%
29.3%

energy

11%
11%

industrials

10.7%
10.7%

consumer cyclical

8.3%
8.3%

healthcare

8.2%
8.2%
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)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

HSBC Asset Management(India)Private Ltd

HSBC Asset Management(India)Private Ltd manages assets worth 120,186 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

30.6%

23.1%

5.5%

5.9%

27.5%

17.7%

21.1%

16.3%

4.9%

5.2%

HSBC Large Cap Fund (PIDCW-M) Review

HSBC Large Cap Fund (PIDCW-M) is a Large Cap Equity fund and has delivered an annualised return of 18.3% over a period of 21 years. The fund was previously known as HSBC Large Cap Equity IDCW-P. 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 (PIDCW-M) as of 6/12/2024 is ₹47.30 with the total AUM as of 6/13/2024 is ₹1813.315. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Large Cap Fund (PIDCW-M) 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 (PIDCW-M) 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 (PIDCW-M) 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 (PIDCW-M) is rated as a 1 fund in Equity and delivered 21.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Large Cap Fund (PIDCW-M).

Frequently Asked Questions

What is HSBC Large Cap Fund (PIDCW-M)?

HSBC Large Cap Fund (PIDCW-M) 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 (PIDCW-M)?

You can invest in HSBC Large Cap Fund (PIDCW-M) 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 (PIDCW-M)?

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

Is HSBC Large Cap Fund (PIDCW-M) good to invest in?

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

The expense ratio of the HSBC Large Cap Fund (PIDCW-M) is 2.13% for regular plan.