HSBC Large & Mid Cap Fund - Regular Growth
Category: Equity: Large and Mid Cap
Launch Date: 03-03-2019
AUM:
₹ 5,343.7 Cr
Expense Ratio
1.88%
Benchmark
Nifty Large Midcap 250 TRI
ISIN
INF336L01NY9
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Cheenu Gupta, Mayank Chaturvedi
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HSBC Large & Mid Cap Fund - Regular Growth | 10.2 | 17.92 | 14.81 |
| NIFTY LARGE MIDCAP 250 TRI | 2.55 | 14.95 | 14.31 |
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
29.2149
Last change
-0.15 (-0.5086%)
Fund Size (AUM)
₹ 5,343.7 Cr
Performance
15.89% (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, Mayank Chaturvedi
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.63 |
| Billionbrains Garage Ventures Ltd. | 3.94 |
| FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/- | 3.83 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 3.66 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.5999999999999996 |
| LENSKART SOLUTIONS PRIVATE LIMITED EQ | 3.55 |
| HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/- | 3.55 |
| Aditya Infotech Limited | 3.49 |
| BSE LIMITED EQ NEW FV RS. 2/- | 3.19 |
| PB FINTECH LIMITED EQ NEW FV RS. 2/- | 3.1199999999999997 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 33.02 |
| Capital Goods | 28.34 |
| Metals & Mining | 7.6 |
| Consumer Services | 7.39 |
| Healthcare | 6.38 |
| Automobile and Auto Components | 5.71 |
| Fast Moving Consumer Goods | 4.34 |
| Oil, Gas & Consumable Fuels | 2.69 |
| Power | 1.69 |
| Consumer Durables | 0.75 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HSBC Large And Mid Cap Gr | 14.81 |
| Quant Large & Midcap Gr | 16.07 |
| Helios Large & Mid Cap Fund Reg Gr | 0.0 |
| Invesco India Large And Mid Cap Gr | 17.17 |
| Sundaram Large And Midcap Gr | 12.69 |
| Axis Large & Mid Cap Fund Reg Gr | 12.44 |
| Whiteoak Capital Large & Mid Cap Reg Gr | 0.0 |
| Bank Of India Large & Mid Cap Fund Eco Plan Gr | 12.79 |
| Bandhan Large & Mid Cap Reg Gr | 16.78 |
| Motilal Oswal Large And Midcap Reg Gr | 18.68 |