39953
22962
HSBC Large & Mid Cap Fund - Direct (G)
21.47
7.10
21.92
1.72
0.61
4.92
9.81
18.18
7
2.69
21.92
HSBC Large & Mid Cap Fund - Direct (G)
2.52
20.33
1.19
3.5
5 Years

SIP TrendupStart investing with ₹100

Start SIP
  • NAV

    30.31

    14 Nov 2025

  • 0.39%

     1 Day

  • 21.47%

    3Y CAGR returns

One click to compare funds with our smart tool—analyze returns & more! Compare
  • ₹ 500

    Min SIP
  • ₹ 5000

    Min Lumpsum
  • 0.81%

    Expense Ratio
  • 3

    Rating
  • 4,613 Cr

    Fund Size
  • 6 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
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  • ₹ 00

Fund Comparison

Investment Period : 5 Years


Note : For comparison, we’ve assumed ₹1,00,000 invested. Savings account is shown at 3.5% annual return

Returns and Ranks ( as on 14 Nov 2025 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 7.10%
  • 21.47%
  • 21.92%
  • 18.18
  • 2.76Alpha
  • 4.54SD
  • 1.02Beta
  • 0.97Sharpe
  • 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.
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
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.
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  • Address :
  • 9-11 Floors, NESCO IT Park, Building no 3, Western Express Highway, Goregaon(East) Mumbai-400063
    • Contact :
    • +91022 66145000
    • Email ID :
    • investor.line@mutualfunds.hsbc.co.in
Mutual Fund by Category

Large Cap

  • Fund Name

Mid Cap

Multi Cap

ELSS

Focused

Sectoral / Thematic

Small Cap

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Gilt Mutual

Long Duration

Overnight Mutual

Floater Mutual

Arbitrage Mutual

Equity Savings Mutual

Aggressive Hybrid Mutual

FAQs

You can invest in HSBC Large & Mid Cap Fund - Direct (G) in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for HSBC Large & Mid Cap Fund - Direct (G) in the search box.
  3. 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"

HSBC Large & Mid Cap Fund - Direct (G) has delivered 22.34% since inception

The NAV of HSBC Large & Mid Cap Fund - Direct (G) is ₹29.0631 as of 14 Nov 2025

The expense ratio of HSBC Large & Mid Cap Fund - Direct (G) is % as of 14 Nov 2025

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

The AUM of HSBC Large & Mid Cap Fund - Direct (G) 3118.58 CR as of 14 Nov 2025

The minimum SIP amount of HSBC Large & Mid Cap Fund - Direct (G) is 500

The top stock holdings of HSBC Large & Mid Cap Fund - Direct (G) are

  1. Eternal Ltd - 5.89%
  2. HDFC Bank - 5.48%
  3. TREPS - 3.73%
  4. GE Vernova T&D - 3.38%
  5. Bharti Airtel - 3.32%

The top sectors HSBC Large & Mid Cap Fund - Direct (G) has invested in are

  1. Electrical Equipments - 15.02%
  2. Industrial Products - 6.57%
  3. IT-Software - 5.96%
  4. Aerospace & Defense - 5.93%
  5. Banks - 5.7%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select HSBC Large & Mid Cap Fund - Direct (G) in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of HSBC Large & Mid Cap Fund - Direct (G) based on your investment objective and risk tolerance

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