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

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

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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
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 -4.34 18.36 13.40 1.75 24,054.79
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 -3.29 16.81 11.11 1.76 15,499.66
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 2.93 16.04 11.91 1.79 11,555.33
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 3.73 18.23 12.14 1.80 9,077.27
HDFC Large and Mid Cap Fund - Regular Growth Plan Feb 18, 1994 Unrated 4.41 20.59 11.69 1.84 7,865.66

Fund Holdings as on 31-December-2022

  • ICICI Bank Limited

  • State Bank of India

  • The Indian Hotels Company Limited

  • HDFC Bank Limited

  • Infosys Limited

  • Persistent Systems Limited

  • Larsen & Toubro Limited

  • Cholamandalam Investment and Finance Company Ltd

  • TVS Motor Company Limited

  • SRF Limited

  • CG Power and Industrial Solutions Limited

  • Reliance Industries Limited

  • KPIT Technologies Limited

  • Treps

  • Axis Bank Limited

  • Sun Pharmaceutical Industries Limited

  • Hindustan Unilever Limited

  • Shoppers Stop Limited

  • Bajaj Finance Limited

  • Schaeffler India Limited

  • Phoenix Mills Limited

  • Minda Industries Limited

  • Bharat Electronics Limited

  • The Federal Bank Limited

  • Escorts Kubota Limited

  • Navin Fluorine International Limited

  • HDFC ASSET MANAGEMENT COMPANY Limited

  • Prudent Corporate Advisory Services Limited

  • Motherson Sumi Wiring India Limited

  • Page Industries Limited

  • ZF Commercial Vehicle Control Systems India Limited

  • Westlife Development Ltd

  • NTPC Limited

  • IndusInd Bank Limited

  • ABB India Limited

  • Kansai Nerolac Paints Limited

  • Hindustan Aeronautics Limited

  • Eicher Motors Limited

  • Mahindra & Mahindra Limited

  • SBI Life Insurance Company Limited

  • GMM Pfaudler Limited

  • Balkrishna Industries Limited

  • Cipla Limited

  • Thermax Limited

  • Titan Company Limited

  • DLF Limited

  • Britannia Industries Limited

  • Maruti Suzuki India Limited

  • LTIMindtree Limited

  • Trent Limited

  • Canara Bank

  • Tata Elxsi Limited

  • Go Fashion India Limited

  • Housing Development Finance Corporation Limited

  • Sona BLW Precision Forgings Limited

  • PI Industries Litmited

  • Honeywell Automation India Limited

  • MAYUR UNIQUOTERS LTD MUNI

  • Abbott India Limited

  • Gujarat Fluorochemicals Limited

  • Century Plyboards (India) Limited

  • Net Current Assets (including cash & bank balances)

  • Ashok Leyland Limited

  • UltraTech Cement Limited

  • Dixon Technologies (India) Limited

  • Max Healthcare Institute Limited

  • APL Apollo Tubes Limited

  • Bajaj Auto Limited

  • Campus Activewear Limited

  • ACC Limited

  • POLYCAB INDIA Limited

  • Chalet Hotels Limited

  • Aarti Pharmalabs Ltd *

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  • Bank - Private

  • IT - Software

  • Bank - Public

  • Hotel, Resort & Restaurants

  • Finance - NBFC

  • Automobile Two & Three Wheelers

  • Electric Equipment

  • Auto Ancillary

  • Engineering - Industrial Equipments

  • Pharmaceuticals & Drugs

  • Retailing

  • Engineering - Construction

  • Diversified

  • Construction - Real Estate

  • Miscellaneous

  • Refineries

  • Chemicals

  • Household & Personal Products

  • Textile

  • Automobiles - Passenger Cars

  • Steel & Iron Products

  • Bearings

  • Automobiles-Tractors

  • Finance - Asset Management

  • Finance - Others

  • Power Generation/Distribution

  • Paints

  • Airlines

  • Defence

  • Insurance

  • Tyres & Allied

  • Consumer Durables - Electronics

  • Diamond & Jewellery

  • Consumer Food

  • Cement & Construction Materials

  • Finance - Housing

  • Pesticides & Agrochemicals

  • Wood & Wood Products

  • Automobiles-Trucks/Lcv

  • Hospital & Healthcare Services

  • Footwear

  • Cable

  • Unspecified

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Fund Manager

  • Cash

  • Equity

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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 ₹2,075.57 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 ₹0.12(0.76%)yesterday to ₹15.4415.

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

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

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