HSBC Large & Mid Cap Fund - Regular Growth
Category: Equity: Large and Mid Cap
Launch Date: 03-03-2019
AUM:
₹ 3,906 Cr
Expense Ratio
1.92%
Benchmark
NIFTY Large Midcap 250 TRI
ISIN
INF336L01NY9
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
FM 1 -Cheenu Gupta FM 2 - Abhishek Gupta
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HSBC Large & Mid Cap Fund - Regular Growth | 0.56 | 24.99 | 24.81 |
| NIFTY LARGE MIDCAP 250 TRI | 6.28 | 22.75 | 27.17 |
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
26.2018
Last change
0.22 (0.8412%)
Fund Size (AUM)
₹ 3,906 Cr
Performance
16.82% (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
FM 1 -Cheenu Gupta FM 2 - Abhishek Gupta
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.97 |
| ZOMATO LIMITED EQ | 4.88 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 4.26 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.95 |
| BSE LIMITED EQ NEW FV RS. 2/- | 3.36 |
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 3.32 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 3.31 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 3.19 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 2.88 |
| BAJAJ FINANCE LIMITED EQ NEW FV RS. 2/- | 2.86 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 28.18 |
| Capital Goods | 20.22 |
| Consumer Services | 12.46 |
| Healthcare | 9.94 |
| Consumer Durables | 6.16 |
| Automobile and Auto Components | 5.66 |
| Information Technology | 4.99 |
| Telecommunication | 3.15 |
| Fast Moving Consumer Goods | 2.61 |
| Power | 2.48 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HSBC Large and Mid Cap Gr | 24.81 |
| Motilal Oswal Large and MidCap Reg Gr | 30.75 |
| Invesco India Large and Mid Cap Gr | 26.47 |
| Franklin India Equity Advtg Gr | 25.39 |
| ICICI Pru Large & MidCap Gr | 29.83 |
| PGIM India Large and Mid Cap Reg Gr | 0.0 |
| Whiteoak Capital Large & Mid Cap Reg Gr | 0.0 |
| UTI Large & Mid Cap Fund Reg Gr | 28.78 |
| Bandhan Large & Mid Cap Reg Gr | 29.13 |
| SBI Large & MidCap Reg Gr | 25.93 |