HSBC Large Cap Equity Fund (G)

HSBC Large Cap Equity Fund (G)

AMC Name: HSBC Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty 50 TRI
Fund Manager Neelotpal Sahai
Fund Horizon OPEN
Inception Date 10-Dec-2002
Scheme AUM(CR) ` 655.3
Minimum SIP/LUMPSUM ` 500/ `
Increment SIP/LUMPSUM ` 0/ `
SIP Dates ANY
Entry Load Nil
Exit Load Nil
Expense Ratio 2.48

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month -3.81% -4.96%
3 Month 1.51% -1.12%
6 Month 7.16% 4.77%
1 Year -3.15% -1.67%
3 Year 8.64% 9.98%
5 Year 8.26% 8.37%
Since Inception 19.86% 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