HSBC Large & Mid Cap Fund - Regular IDCW
Category: Equity: Large and Mid Cap
Launch Date: 25-03-2019
AUM:
₹ 3,009.6 Cr
Expense Ratio
1.98%
Benchmark
NIFTY LARGE MIDCAP 250 TRI
ISIN
INF336L01NZ6
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Cheenu Gupta, Abhishek Gupta
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HSBC Large & Mid Cap Fund - Regular IDCW | 42.74 | 17.74 | 17.61 |
| NIFTY LARGE MIDCAP 250 TRI | 41.15 | 22.43 | 21.65 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
19.4996
Last change
0.29 (1.5036%)
Fund Size (AUM)
₹ 3,009.6 Cr
Performance
15.9% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks long term capital growth through investments in both large cap and mid cap stocks.
Fund Manager
Cheenu Gupta, Abhishek Gupta
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Larsen & Toubro Ltd. | 3.8 |
| Trent Ltd. | 3.22 |
| Bharat Heavy Electricals Ltd. | 2.69 |
| Zomato Ltd. | 2.44 |
| CG Power and Industrial Solutions Ltd. | 2.38 |
| Bharat Electronics Ltd. | 2.35 |
| Zensar Technologies Ltd. | 2.33 |
| Power Finance Corporation Ltd. | 2.27 |
| JSW Energy Ltd. | 2.02 |
| Varun Beverages Ltd. | 1.98 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Capital Goods | 28.45 |
| Financial | 12.76 |
| Services | 12.64 |
| Construction | 11.95 |
| Technology | 7.58 |
| Healthcare | 6.31 |
| Energy | 5.65 |
| Consumer Discretionary | 4.51 |
| Automobile | 3.9 |
| Consumer Staples | 2.15 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HSBC Large and Mid Cap IDCW | 17.61 |
| Quant Large & MidCap Gr | 27.96 |
| Bandhan Core Equity Reg Gr | 21.68 |
| Motilal Oswal Large and MidCap Reg Gr | 0.0 |
| Mahindra Manulife Large & Mid Cap Fund Reg Gr | 0.0 |
| Invesco India Large and Mid Cap Gr | 19.29 |
| HDFC Large and Mid Cap Gr | 22.39 |
| Nippon India Vision Gr Gr | 20.17 |
| UTI Large & Mid Cap Fund Reg Gr | 20.56 |
| HSBC Large and Mid Cap Gr | 19.94 |