HSBC Large Cap Equity Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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Fund Objective

To generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly large cap companies. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
HSBC Large Cap Equity Fund - Growth 4.56 7.40 3.07 3.97 8.51 18.95
NIFTY 50 3.41 7.93 2.01 5.44 7.56 13.18
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI 4.40 8.55 4.34 9.03 9.57 12.75

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
HSBC Large Cap Equity Fund - Growth Dec 10, 2002 3.07 3.97 8.51 2.48 592.56
ICICI Prudential Bluechip Fund - Growth May 23, 2008 -0.77 3.31 7.85 1.78 23,422.81
SBI BLUE CHIP FUND-REGULAR PLAN GROWTH Jan 20, 2006 -0.55 2.58 6.94 1.69 22,057.63
Mirae Asset Large Cap Fund - Growth Plan Apr 04, 2008 3.75 5.21 10.02 1.65 18,449.76
Axis Bluechip Fund - Regular Plan - Growth Jan 05, 2010 2.45 9.49 10.63 1.70 17,270.02
Aditya Birla Sun Life Frontline Equity Fund-Growth Aug 30, 2002 0.30 1.39 6.37 1.73 17,190.51

Fund Holdings as on 30-September-2020

  • Reliance Industries Ltd.

  • HDFC Bank Ltd.

  • Infosys Ltd.

  • ICICI Bank Ltd.

  • Hindustan Unilever Ltd.

  • Kotak Mahindra Bank Ltd.

  • Maruti Suzuki India Ltd.

  • Housing Development Finance Corporation Ltd.

  • Axis Bank Ltd.

  • Bharti Airtel Ltd.

  • Tata Consultancy Services Ltd.

  • HCL Technologies Ltd.

  • Bajaj Finance Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Shree Cement Ltd.

  • Larsen & Toubro Ltd.

  • Asian Paints Ltd.

  • Lupin Ltd.

  • Marico Ltd.

  • Godrej Consumer Products Ltd.

  • Titan Company Ltd.

  • Page Industries Ltd.

  • SBI Life Insurance Company Ltd.

  • Ultratech Cement Ltd.

  • Cipla Ltd.

  • Reverse Repos

  • Eicher Motors Ltd.

  • Treps

  • Net Current Assets (including cash & bank balances)

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  • Bank - Private

  • IT - Software

  • Refineries

  • Household & Personal Products

  • Pharmaceuticals & Drugs

  • Automobiles - Passenger Cars

  • Finance - Housing

  • Cement & Construction Materials

  • Telecommunication - Service Provider

  • Finance - NBFC

  • Engineering - Construction

  • Paints

  • Consumer Food

  • Diamond & Jewellery

  • Textile

  • Insurance

  • Miscellaneous

  • Automobile Two & Three Wheelers

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Fund Manager

  • Cash

  • Equity

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About HSBC Large Cap Equity Fund

Scheme Analysis

HSBC Large Cap Equity Fund is a Equity - Large Cap Fund fund and belongs to HSBC Mutual Fund. It was launched on 10-Dec-2002 and currently has an AUM of ₹592.56 crore. HSBC Large Cap Equity Fund is benchmarked against NIFTY 50 as primary index and NIFTY 50 - TRI as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of HSBC Large Cap Equity Fund ended up ₹0.98(0.44%)yesterday to ₹222.3822.

Among its top 3 holdings the fund has exposure to Reliance Industries Ltd., and

The HSBC Large Cap Equity Fund is managed by Neelotpal Sahai .

Fund House Contact

16, V N Road, Fort, Mumbai - 400 001

+91 (22) 66145000
hsbcmf@hsbc.co.in
+91 (22) 40029600