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HSBC Large Cap Fund - Regular Growth

Category: Equity: Large Cap Launch Date: 10-12-2002
AUM:

₹ 1,813.32 Cr

Expense Ratio

2.13%

Benchmark

NIFTY 100 TRI

ISIN

INF336L01016

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

1000

Fund Manager

Neelotpal Sahai, Gautam Bhupal

Fund Performance 1Y (%) 3Y (%) 5Y (%)
HSBC Large Cap Fund - Regular Growth 30.65 16.74 16.08
NIFTY 100 TRI 28.64 17.11 16.68
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
425.4932
Last change
2.11 (0.4966%)
Fund Size (AUM)
₹ 1,813.32 Cr
Performance
19.12% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The scheme seeks to generate long-term capital growth from a diversified portfolio of equity and equity related securities of companies across a range of market capitalisations, with a preference for medium and large companies.

Fund Manager
Neelotpal Sahai, Gautam Bhupal
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
HDFC Bank Ltd. 8.8
ICICI Bank Ltd. 7.61
Reliance Industries Ltd. 7.28
Larsen & Toubro Ltd. 5.95
DLF Ltd. 3.93
Infosys Ltd. 3.92
Oil & Natural Gas Corporation Ltd. 3.74
Axis Bank Ltd. 3.54
NTPC Ltd. 2.8
Ultratech Cement Ltd. 2.75

Sector Allocation

Sector Holdings (%)
Financial 27.0
Energy 13.82
Construction 12.49
Healthcare 8.16
Services 7.24
Technology 7.19
Materials 5.13
Automobile 4.92
Consumer Staples 4.03
Communication 2.73

Peer Comparison

Scheme Name 5Y (%)
HSBC Large Cap Gr 16.08
quant Large Cap Fund Reg Gr 0.0
JM Large Cap Gr 17.49
BANK OF INDIA Bluechip Fund Reg Gr 0.0
Nippon India Large Cap Fund Gr Gr 18.58
ICICI Pru BlueChip Gr 18.77
BARODA BNP PARIBAS LARGE CAP Fund Gr 18.68
Invesco India Large Cap Gr 17.13
ITI Large Cap Reg Gr 0.0
Taurus Large Cap Reg Gr 15.01