HSBC Large and Mid Cap Equity Fund - Growth - Regular Plan

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  • Net Change on 03-10-2022

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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

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  • 52 Week High Nav Date

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
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.)
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option Jul 09, 2010 -4.73 20.96 14.35 1.73 23,509.79
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 -1.81 20.95 12.63 1.79 14,948.82
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 2.14 19.19 12.20 1.81 10,842.43
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 8.04 21.50 14.04 1.84 7,731.80
DSP Equity Opportunities Fund-Regular Plan - Growth May 16, 2000 -3.93 16.60 10.93 1.89 7,091.85

Fund Holdings as on 31-August-2022

  • ICICI Bank Limited

  • HDFC Bank Limited

  • Reliance Industries Limited

  • Infosys Limited

  • Axis Bank Limited

  • State Bank of India

  • Larsen & Toubro Limited

  • ITC Limited

  • SBI Cards & Payment Services Limited

  • SRF Limited

  • Bajaj Finance Limited

  • Dalmia Bharat Limited

  • Ashok Leyland Limited

  • PI Industries Litmited

  • Cholamandalam Investment and Finance Company Limited

  • Mahindra & Mahindra Limited

  • Page Industries Limited

  • Tata Motors Limited

  • Maruti Suzuki India Limited

  • Coforge Limited

  • TVS Motor Company Limited

  • Laurus Labs Limited

  • Phoenix Mills Limited

  • Tech Mahindra Limited

  • Prestige Estates Projects Limited

  • Dr. Lal Path Labs Limited

  • Dixon Technologies (India) Limited

  • PVR Limited

  • Navin Fluorine International Limited

  • Persistent Systems Limited

  • Balkrishna Industries Limited

  • Max Financial Services Limited

  • United Breweries Limited

  • ABB India Limited

  • Sona BLW Precision Forgings Limited

  • Jindal Steel & Power Limited

  • Max Healthcare Institute Limited

  • Sun Pharmaceutical Industries Limited

  • POLYCAB INDIA Limited

  • Motherson Sumi Wiring India Limited

  • Gujarat Gas Limited

  • Sundram Fasteners Limited

  • J.B. Chemicals & Pharmaceuticals Limited

  • Amber Enterprises India Limited

  • Honeywell Automation India Limited

  • IPCA Laboratories Limited

  • TeamLease Services Limited

  • Treps

  • Aarti Industries Limited

  • UltraTech Cement Limited

  • Net Current Assets (including cash & bank balances)

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  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Refineries

  • Automobiles-Trucks/Lcv

  • Automobiles - Passenger Cars

  • Bank - Public

  • Construction - Real Estate

  • Engineering - Construction

  • Cigarettes/Tobacco

  • Cement & Construction Materials

  • Hospital & Healthcare Services

  • Consumer Durables - Electronics

  • Diversified

  • Chemicals

  • Pesticides & Agrochemicals

  • Textile

  • Automobile Two & Three Wheelers

  • Film Production, Distribution & Entertainment

  • Tyres & Allied

  • Finance - Others

  • Breweries & Distilleries

  • Auto Ancillary

  • Electric Equipment

  • Steel/Sponge Iron/Pig Iron

  • Cable

  • Steel & Iron Products

  • Gas Transmission/Marketing

  • Fasteners

  • Air Conditioners

  • Miscellaneous

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Fund Manager

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About HSBC Large and Mid Cap Equity Fund

Scheme Analysis

HSBC Large and Mid Cap Equity 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 ₹509.86 crore. HSBC Large and Mid Cap Equity Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY LargeMidcap 250 - TRI as secondary index.

The NAV of HSBC Large and Mid Cap Equity Fund ended down ₹-0.23(-1.47%)yesterday to ₹15.1111.

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

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

Fund House Contact

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

+91 (22) 66145000
hsbcmf@hsbc.co.in
+91 (22) 49146033