HSBC Large & Mid Cap Fund

Equity | Large & Mid Cap Funds
 | 2
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹5,000 0.81 % 2★ ₹2,075 4 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹5,000 0.81 %
Min SIP Min Lumpsum Expense Ratio
2★ ₹2,075 Cr 4 Years
Rating Fund Size Fund Age

Scheme Objective

To seek long term capital growth through investments in both large cap and mid cap stocks. However, there is no assurance that the investment objective of the Scheme will be achieved.

Scheme Performance

Returns and Ranks ( as on 30 January 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns -2.6% 13.9% - 13.2%
Category Average 1.3% 17.5% 10.6% -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
5.6%
St Bk of India
5.24%
Indian Hotels Co
3.8%
HDFC Bank
3.47%
Infosys
3.27%
Others
78.62%
Banks
19.92%
Auto Components
7.79%
Automobiles
5.78%
Finance
5.01%
Consumer Durables
3.41%
Others
58.09%
Equity
97.6%
Reverse Repos
2.02%
Net Curr Ass/Net Receivables
0.38%

Fund House Details

HSBC Mutual Fund

HSBC Large & Mid Cap Fund

Fund Manager
Neelotpal Sahai

Exit Load

Exit Load Any redemption / switch-out of units within 1 year from the date of allotment shall be subject to 1% exit load. No Exit Load will be charged, if units are redeemed / switched-out after 1 year from the date of allotment.

Advance Ratio

-0.02 1.16 0.97 0.01
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

HSBC Mutual Fund
AUM:
12,789 Cr
Address:
9-11 Floors, NESCO IT Park, Building no 3, Western Express Highway, Goregaon(East) Mumbai-400063
Contact:
66145000
Email ID:
hsbcmf@camsonline.com

Frequently Asked Questions

You can invest in HSBC Large & Mid Cap Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for HSBC Large & Mid Cap Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The HSBC Large & Mid Cap Fund has delivered 13.2% since inception
The NAV of HSBC Large & Mid Cap Fund is ₹16.1 as of 30 January 2023.
The expense ratio of HSBC Large & Mid Cap Fund is 0.81 % as of 30 January 2023.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
Invest Now