HSBC Large & Mid Cap Fund - Regular IDCW
Category: Equity: Large and Mid Cap
Launch Date: 25-03-2019
AUM:
₹ 4,365.03 Cr
Expense Ratio
1.9%
Benchmark
NIFTY Large Midcap 250 TRI
ISIN
INF336L01NZ6
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 IDCW | -1.18 | 14.89 | 19.83 |
| NIFTY LARGE MIDCAP 250 TRI | 1.4 | 17.9 | 23.69 |
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
20.1344
Last change
0.04 (0.1872%)
Fund Size (AUM)
₹ 4,365.03 Cr
Performance
14.58% (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 (%) |
|---|---|
| ZOMATO LIMITED EQ | 6.1 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.99 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.75 |
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 3.56 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 3.28 |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 3.26 |
| NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED EQ | 3.12 |
| Bajaj Finance Limited | 2.89 |
| TRANSFORMERS AND RECTIFIERS (INDIA) LTD EQ NEW FV RE. 1/- | 2.62 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.6 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 28.59 |
| Capital Goods | 20.71 |
| Consumer Services | 12.55 |
| Healthcare | 9.78 |
| Consumer Durables | 6.27 |
| Information Technology | 5.47 |
| Automobile and Auto Components | 4.82 |
| Telecommunication | 3.25 |
| Services | 2.39 |
| Power | 1.95 |