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HSBC Large & Mid Cap Fund

Growth
30.620.39% (-0.12)

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HSBC Large & Mid Cap Fund

Growth
EquityLarge & Mid Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 3,978 Cr
Very High RiskPrinciple investment will be at very high risk
30.620.39% (-0.12)

Price Chart

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Returns
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1M
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Max
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1M
6M
1Y
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5Y
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EquityLarge & Mid Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 3,978 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.8866.111.67
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3448.501.24

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil upto 10% of investment and 1% for remaining investment on or before 1Y Nil after 1Y
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
NIFTY LargeMidcap 250 - TRI

About Large & Mid Cap Fund

Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.

Peers & Comparison

Comparing 3 mutual funds from 
EquityLarge & Mid Cap Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
HSBC Large & Mid Cap Fund40.62%22.68%21.49%
Mirae Asset Large & Midcap Fund19.60%15.97%22.69%
SBI Large & Midcap Fund21.55%18.99%17.89%
Kotak Equity Opp Fund27.67%21.87%18.30%

Price Comparison

Compare HSBC Large & Mid Cap Fund with any MF, ETF, stock or index
Compare HSBC Large & Mid Cap Fund with any MF, ETF, stock or index
HSBC Large & Mid Cap Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
RightsCash & EquivalentsEquity0.05%1.97%97.98%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+29 morePrivate BanksRetail - OnlineIT Services & ConsultingIndustrial MachineryElectrical Components & Equipments53.35 %5.87 %6.50 %7.31 %9.50 %17.47 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 248.36%6.98%9.56%12.16%16.61%17.47%
Electrical Components & Equipments as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Zomato Ltd
    ZOMATO
    3M change : 1.67 %

    Holdings

    4.79 %

    1.67 %
  • Trent Ltd
    TRENT
    3M change : -0.06 %

    Holdings

    4.54 %

    -0.06 %
  • Suzlon Energy Ltd
    SUZLON
    3M change : -1.00 %

    Holdings

    3.15 %

    -1.00 %

AMC Profile

HSBC Global Asset Management (India) Private Limited is one of the leading AMCs in the investment market of the country. It serves more than 1 million customers through its 1000 plus offices spread all over India. It operates with a total corpus of Rs. 11553.0387 Crore as of 2019

  • No.of Schemes

    44

  • Total AUM

    ₹ 1,29,980.30 Cr.

Fund Manager Profile

Cheenu Gupta

AUM:  ₹43,462.74 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Abhishek Gupta

AUM:  ₹15,907.77 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 16yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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Opinions and Fund Reviews

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