HSBC Large & Mid Cap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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Fund Objective

To seek long term capital growth through investments in both large cap and mid cap stocks. However, there is no assurance that the investment objective of the Scheme will 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 & Mid Cap Fund - Regular Growth 5.71 8.27 4.42 21.23 25.87 16.33
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY LargeMidcap 250 - TRI N/A N/A N/A N/A N/A N/A

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 & Mid Cap Fund - Regular Growth Mar 28, 2019 4.42 21.23 25.87 1.92 3,905.54
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Jul 09, 2010 Unrated 5.60 17.53 26.16 1.54 37,798.82
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 10.57 20.08 28.07 1.60 30,133.31
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 4.64 21.10 26.58 1.60 25,712.24
HDFC Large and Mid Cap Fund - Regular Growth Plan Feb 18, 1994 7.56 23.12 31.13 1.66 24,326.39
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 11.38 19.29 25.68 1.61 24,040.58

Fund Holdings as on 30-April-2025

  • HDFC Bank Limited

  • ETERNAL Limited

  • Trent Limited

  • BSE Limited

  • Mahindra & Mahindra Limited

  • ICICI Bank Limited

  • Max Healthcare Institute Limited

  • GE Vernova T&D India Limited

  • Transformers And Rectifiers (India) Limited

  • Bharat Electronics Limited

  • Sun Pharmaceutical Industries Limited

  • Persistent Systems Limited

  • Dixon Technologies (India) Limited

  • Hindustan Aeronautics Limited

  • Bajaj Finance Limited

  • Coforge Limited

  • Bharti Airtel Limited

  • CG Power and Industrial Solutions Limited

  • Cholamandalam Investment & Finance Company Limited

  • Nippon Life India Asset Management Limited

  • Lupin Limited

  • The Indian Hotels Company Limited

  • Blue Star Limited

  • Safari Industries India Limited

  • Ashok Leyland Limited

  • Godfrey Phillips India Limited

  • Axis Bank Limited

  • Infosys Limited

  • UltraTech Cement Limited

  • Jubilant Foodworks Limited

  • NTPC Green Energy Limited

  • Divi''s Laboratories Limited

  • Maruti Suzuki India Limited

  • Treps

  • TVS Motor Company Limited

  • Bharti Hexacom Limited

  • KEI Industries Limited

  • Torrent Power Limited

  • Global Health Limited

  • SAI Life Sciences Limited

  • Godrej Consumer Products Limited

  • PB Fintech Limited

  • Federal Bank Limited

  • Kotak Mahindra Bank Limited

  • Kaynes Technology India Ltd

  • Biocon Limited

  • Shriram Finance Limited

  • Jindal Steel & Power Limited

  • Mazagon Dock Shipbuilders Limited

  • Hindalco Industries Limited

  • Voltas Limited

  • Jyoti CNC Automation Limited

  • Bajaj Housing Finance Limited

  • Prudent Corporate Advisory Services Limited

  • JSW Energy Limited

  • Aditya Birla Real Estate Limited

  • Swiggy Limited

  • HDFC Asset Management Company Limited

  • Techno Electric & Engineering Company Limited

  • State Bank of India

  • HCL Technologies Limited

  • PTC Industries Limited

  • NTPC Limited

  • Bharat Heavy Electricals Limited

  • Varun Beverages Limited

  • KPIT Technologies Limited

  • Zensar Technologies Limited

  • Tata Power Company Limited

  • Sonata Software Limited

  • Mankind Pharma Limited

  • Home First Finance Company India Limited

  • Godrej Properties Limited

  • Sobha Limited

  • Larsen & Toubro Limited

  • Sundaram Finance Limited

  • Jio Financial Services Limited

  • Computer Age Management Services Limited

  • Bajaj Auto Limited

  • Data Patterns India Limited

  • Reliance Industries Limited

  • Wipro Limited

  • ZF Commercial Vehicle Control Systems India Ltd

  • Triveni Turbine Limited

  • Siemens Limited

  • LTIMindtree Limited

  • Tata Motors Limited

  • Siemens Energy India Limited

  • Prestige Estates Projects Limited

  • Apar Industries Limited

  • Colgate Palmolive (India) Limited

  • ABB India Limited

  • DLF Limited

  • Cummins India Limited

  • Suzlon Energy Limited

  • Polycab India Limited

  • Motilal Oswal Financial Services Limited

  • IIFL Capital Services Limited

  • Net Current Assets (including cash & bank balances)

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About HSBC Large & Mid Cap Fund

Scheme Analysis

HSBC Large & Mid Cap Fund is a Equity - Large & Mid Cap Fund fund and belongs to HSBC Mutual Fund. It was launched on 28-Mar-2019 and currently has an AUM of ₹3,905.54 crore. HSBC Large & Mid Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY LargeMidcap 250 - TRI as secondary index.

The NAV of HSBC Large & Mid Cap Fund ended up ₹0.13(0.5%)yesterday to ₹25.487.

Among its top 3 holdings the fund has exposure to HDFC Bank Limited, and

The HSBC Large & Mid Cap Fund is managed by Cheenu Gupta and Abhishek Gupta.

Fund House Contact

9-11 Floors, NESCO IT Park, Building No.3, Western Exp Highway, Goregaon (E) Mumbai - 400 063

+91 (22) 66145000
+91 (22) 49146033