HSBC Large Cap Equity Fund - Growth - Regular Plan

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular 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 2.20 10.89 7.98 14.39 9.91 20.48
NIFTY 50 1.01 9.75 12.65 15.19 9.96 13.84
NIFTY 50 - TRI 1.98 4.01 3.99 14.97 14.08 13.54
S&P BSE SENSEX - TRI 1.10 10.21 15.33 17.48 11.36 13.36

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

Peer Fund Comparison

Scheme Name Launch Date 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
HSBC Large Cap Equity Fund - Growth Dec 10, 2002 7.98 14.39 9.91 2.43 685.54
Baroda Large cap Fund - Plan A - Growth Option Jun 22, 2010 10.35 13.48 6.78 2.56 32.62
Edelweiss Large Cap Fund - Regular Plan - Growth option May 20, 2009 8.49 14.43 12.19 1.60 159
Essel Large Cap Equity Fund - Growth Option Sep 28, 2011 7.62 12.74 11.48 2.60 121.36
ICICI Prudential Value Fund - Series 4 Cumulative Option May 08, 2014 -7.56 9.25 16.15 1.29 75.57
Taurus Largecap Equity Fund- Regular Plan - Growth Option Feb 28, 1995 7.89 10.06 8.07 2.63 29.29

Fund Holdings as on 30-April-2019

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • Reliance Industries Ltd.

  • Axis Bank Ltd.

  • Infosys Ltd.

  • Housing Development Finance Corporation Ltd.

  • Larsen & Toubro Ltd.

  • State Bank of India

  • ITC Ltd.

  • Kotak Mahindra Bank Ltd.

  • Ultratech Cement Ltd.

  • Asian Paints Ltd.

  • Reverse Repos / Treps

  • NTPC Ltd.

  • Bandhan Bank Ltd.

  • HCL Technologies Ltd.

  • Tata Consultancy Services Ltd.

  • The Indian Hotels Company Ltd.

  • ICICI Prudential Life Insurance Co Ltd.

  • Sun TV Network Ltd.

  • SBI Life Insurance Co. Ltd.

  • MRF Ltd.

  • Sun Pharmaceutical Ind Ltd.

  • Hindustan Unilever Ltd.

  • Lupin Ltd.

  • Tech Mahindra Ltd.

  • Vedanta Ltd.

  • Aurobindo Pharma Ltd.

  • Petronet LNG Ltd.

  • Net Current Assets (including cash & bank balances)

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  • Bank - Private

  • IT - Software

  • Refineries

  • Finance - Housing

  • Engineering - Construction

  • Bank - Public

  • Cigarettes/Tobacco

  • Insurance

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Paints

  • Power Generation/Distribution

  • Hotel, Resort & Restaurants

  • Miscellaneous

  • TV Broadcasting & Software Production

  • Tyres & Allied

  • Household & Personal Products

  • Metal - Non Ferrous

  • Industrial Gases & Fuels

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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 ₹685.54 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 ₹3.96(1.88%)yesterday to ₹214.92.

Among its top 3 holdings the fund has exposure to HDFC Bank Ltd., ICICI 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 Cap Equity Fund
  • HSBC Multi Cap Equity Fund
  • HSBC Small Cap Equity Fund
  • Cash

  • Equity

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