HSBC Large Cap Equity Fund - Growth - Direct Plan

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  • 0.32 %Nav, as on 18-09-2019

  • Previous Nav

  • Net Change on 18-09-2019

  • PersonalFN Rating

    HSBC Large Cap Equity Fund - Growth - Direct Plan 1 PersonalFN

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 Direct -2.19 -4.52 -3.60 7.68 7.61 10.64
NIFTY 50 -1.88 -7.28 -3.89 7.27 5.96 13.34
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE SENSEX - TRI -2.08 -5.87 -0.71 9.86 7.56 12.83

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 Direct Jan 01, 2013 -3.60 7.68 7.61 1.54 646.93
ICICI Prudential Bluechip Fund - Direct Plan - Growth Jan 01, 2013 -3.67 8.30 8.85 1.21 21,672.64
SBI BLUE CHIP FUND-DIRECT PLAN -GROWTH Jan 01, 2013 -1.43 6.16 9.63 1.07 21,483.48
Aditya Birla Sun Life Frontline Equity Fund - Growth - Direct Plan Jan 01, 2013 -4.51 5.74 8.33 1.24 20,093.79
HDFC Top 100 Fund -Direct Plan - Growth Option Dec 31, 2012 -1.54 8.33 7.33 1.31 16,842.38
Mirae Asset Large Cap Fund - Direct Plan - Growth Jan 01, 2013 -0.33 10.53 11.37 0.63 13,946.19

Fund Holdings as on 31-August-2019

  • ICICI Bank Ltd.

  • HDFC Bank Ltd.

  • Reliance Industries Ltd.

  • Housing Development Finance Corporation Ltd.

  • Infosys Ltd.

  • Kotak Mahindra Bank Ltd.

  • Tata Consultancy Services Ltd.

  • Larsen & Toubro Ltd.

  • Asian Paints Ltd.

  • Axis Bank Ltd.

  • Ultratech Cement Ltd.

  • Hindustan Unilever Ltd.

  • ITC Ltd.

  • NTPC Ltd.

  • DLF Ltd.

  • SBI Life Insurance Company Ltd.

  • HCL Technologies Ltd.

  • State Bank of India

  • Reverse Repos / Treps

  • MRF Ltd.

  • The Indian Hotels Company Ltd.

  • Petronet LNG Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Lupin Ltd.

  • Net Current Assets (including cash & bank balances)

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  • Bank - Private

  • IT - Software

  • Refineries

  • Finance - Housing

  • Engineering - Construction

  • Paints

  • Cement & Construction Materials

  • Household & Personal Products

  • Cigarettes/Tobacco

  • Power Generation/Distribution

  • Construction - Real Estate

  • Insurance

  • Pharmaceuticals & Drugs

  • Bank - Public

  • Tyres & Allied

  • Hotel, Resort & Restaurants

  • Industrial Gases & Fuels

  • Miscellaneous

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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 01-Jan-2013 and currently has an AUM of ₹646.93 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 ₹0.68(0.32%)yesterday to ₹211.39.

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

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

Fund Manager

  • Education:B.Tech from IT-BHU varanasi, PGDM from IIM Calcutta
  • Experience:18 Years
  • Basic Details:Mr. Neelotpal Sahai has over 18 years of experience in research and Fund Management. He is Senior Fund Maanger in HSBC AMC since April 2013 till date. Previously he has worked with IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg and UTI Securities Ltd.
  • Funds Managed:
  • HSBC Equity Hybrid Fund
  • HSBC Large and Mid Cap Equity Fund
  • HSBC Large Cap Equity Fund
  • HSBC Multi Cap Equity Fund

  • Cash

  • Equity

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