HSBC Large Cap Equity Fund - Direct (D)

HSBC Large Cap Equity Fund - Direct (D)

AMC Name: HSBC Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty 50 TRI
Fund Manager Neelotpal Sahai
Fund Horizon OPEN
Inception Date 04-Jan-2013
Scheme AUM(CR) ` 646.93
Minimum SIP/LUMPSUM ` 500/ `
Increment SIP/LUMPSUM ` 0/ `
SIP Dates ANY
Entry Load Nil
Exit Load Nil
Expense Ratio 1.54

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month -2.19% -1.88%
3 Month -4.52% -6.75%
6 Month -1.73% -4.60%
1 Year -4.43% -2.63%
3 Year 7.39% 8.57%
5 Year 7.43% 7.31%
Since Inception 10.13% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others