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

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  • Net Change on 01-04-2020

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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

  • 52 Week High Nav (₹)

  • 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 LargeMidcap 250 Index - 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 -23.15 -1.15 6.65 1.84 9,613.59
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 -23.15 -2.47 4.13 1.93 5,597.35
DSP Equity Opportunities Fund-Regular Plan - Growth May 16, 2000 -26.59 -4.94 1.71 1.96 5,279.30
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Feb 24, 1995 -28.20 -7.60 -0.59 1.93 4,793.47
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 -23.35 -3.18 2.06 2.10 3,167.85

Fund Holdings as on 29-February-2020

  • HDFC Bank Ltd.

  • ICICI Bank Ltd.

  • Reliance Industries Ltd.

  • Infosys Ltd.

  • Reverse Repos / Treps

  • Kotak Mahindra Bank Ltd.

  • City Union Bank Ltd.

  • Larsen & Toubro Ltd.

  • Axis Bank Ltd.

  • Hindustan Unilever Ltd.

  • Bharti Airtel Ltd.

  • State Bank of India

  • IPCA Laboratories Ltd.

  • Voltas Ltd.

  • Bajaj Finance Ltd.

  • MRF Ltd.

  • Tata Consumer Products Ltd.

  • Torrent Pharmaceuticals Ltd.

  • Asian Paints Ltd.

  • P I Industries Ltd.

  • Crompton Greaves Cons Electrical Ltd.

  • SBI Life Insurance Company Ltd.

  • Balkrishna Industries Ltd.

  • Housing Development Finance Corporation Ltd.

  • Cholamandalam Investment & Finance Company Ltd.

  • HCL Technologies Ltd.

  • Maruti Suzuki India Ltd.

  • Supreme Industries Ltd.

  • Ultratech Cement Ltd.

  • Orient Electric Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • The Phoenix Mills Ltd.

  • Page Industries Ltd.

  • The Indian Hotels Company Ltd.

  • Nippon Life India Asset Management Ltd.

  • Aarti Industries Ltd.

  • Polycab India Ltd.

  • Oberoi Realty Ltd.

  • V-Mart Retail Ltd.

  • Aditya Birla Fashion and Retail Ltd.

  • Jubilant Foodworks Ltd.

  • Whirlpool of India Ltd.

  • VIP Industries Ltd.

  • DLF Ltd.

  • Kajaria Ceramics Ltd.

  • United Breweries Ltd.

  • Thermax Ltd.

  • Exide Industries Ltd.

  • Natco Pharma Ltd.

  • Tata Consultancy Services Ltd.

  • SKF India Ltd.

  • Aarti Surfactants Ltd.#

  • Net Current Assets (including cash & bank balances)

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  • Bank - Private

  • IT - Software

  • Household & Personal Products

  • Pharmaceuticals & Drugs

  • Construction - Real Estate

  • Refineries

  • Tyres & Allied

  • Finance - NBFC

  • Consumer Durables - Domestic Appliances

  • Engineering - Construction

  • Retailing

  • Telecommunication - Service Provider

  • Bank - Public

  • Air Conditioners

  • Tea/Coffee

  • Paints

  • Miscellaneous

  • Pesticides & Agrochemicals

  • Insurance

  • Finance - Housing

  • Automobiles - Passenger Cars

  • Cement & Construction Materials

  • Plastic Products

  • Hospital & Healthcare Services

  • Textile

  • Hotel, Resort & Restaurants

  • Chemicals

  • Finance - Asset Management

  • Cable

  • Consumer Food

  • Ceramics/Marble/Granite/Sanitaryware

  • Breweries & Distilleries

  • Engineering - Industrial Equipments

  • Batteries

  • Bearings

  • Unspecified

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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 ₹673.61 crore. HSBC Large and Mid Cap Equity Fund is benchmarked against Nifty LargeMidcap 250 Index - TRI as primary index.

The NAV of HSBC Large and Mid Cap Equity Fund ended down ₹-0.25(-3.23%)yesterday to ₹7.4607.

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

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

Fund House Contact

16, V N Road, Fort, Mumbai - 400 001

+91 (22) 66145000
hsbcmf@hsbc.co.in
+91 (22) 40029600

Fund Manager

  • Education:Post Graduate Diploma in Business Manager Management , Bachelor of Engineering(Chemical)
  • Experience:8 Years
  • Basic Details:Mr. Amaresh Mishra has over 8 years of experience in Equities & Sales. He is with HSBC AMC since March 2005 till date in various positions. He has also worked with Centre for Science and Environment as Trainee Researcher.
  • Funds Managed:
  • HSBC Large and Mid Cap Equity Fund
  • HSBC Large and Mid Cap Equity Fund
  • Cash

  • Equity

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