HSBC Large & Mid Cap Fund - Growth - Direct Plan

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Fund Overview Growth | Direct Plan

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  • Minimum 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
HSBC Large & Mid Cap Fund - Direct Growth 10.03 19.89 8.37 24.84 26.42 18.66
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 - Direct Growth Mar 28, 2019 8.37 24.84 26.42 0.85 4,173.38
Mirae Asset Large & Midcap Fund - Direct Plan - Growth Jan 01, 2013 Unrated 8.09 20.40 25.79 0.61 39,459.25
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth Jan 01, 2013 10.45 22.74 27.05 0.75 31,295.56
Kotak Equity Opportunities Fund - Growth - Direct Jan 01, 2013 6.84 24.72 26.55 0.57 27,046.44
HDFC Large and Mid Cap Fund - Direct Growth Plan Jan 01, 2013 8.58 25.60 29.97 0.87 25,412.03
Canara Robeco Emerging Equities-Direct Plan-Growth Option Jan 01, 2013 11.89 22.13 25.97 0.57 25,092.46

Fund Holdings as on 31-May-2025

  • HDFC Bank Limited

  • ETERNAL Limited

  • Trent Limited

  • GE Vernova T&D India Limited

  • BSE Limited

  • Max Healthcare Institute Limited

  • ICICI Bank Limited

  • Mahindra & Mahindra Limited

  • Bharat Electronics Limited

  • Bajaj Finance Limited

  • Transformers And Rectifiers (India) Limited

  • Hindustan Aeronautics Limited

  • Nippon Life India Asset Management Limited

  • Dixon Technologies (India) Limited

  • Max Financial Services Limited

  • CG Power and Industrial Solutions Limited

  • Persistent Systems Limited

  • NTPC Green Energy Limited

  • Bharti Airtel Limited

  • Cholamandalam Investment & Finance Company Limited

  • Jubilant Foodworks Limited

  • Safari Industries India Limited

  • Coforge Limited

  • Divi''s Laboratories Limited

  • Ashok Leyland Limited

  • Godfrey Phillips India Limited

  • Blue Star Limited

  • Sun Pharmaceutical Industries Limited

  • Mazagon Dock Shipbuilders Limited

  • Treps

  • UltraTech Cement Limited

  • Lupin Limited

  • Bharti Hexacom Limited

  • Maruti Suzuki India Limited

  • TVS Motor Company Limited

  • The Indian Hotels Company Limited

  • SAI Life Sciences Limited

  • KEI Industries Limited

  • Kaynes Technology India Ltd

  • PB Fintech Limited

  • Axis Bank Limited

  • Godrej Consumer Products Limited

  • Infosys Limited

  • SBI Cards & Payment Services Limited

  • Kotak Mahindra Bank Limited

  • Biocon Limited

  • Federal Bank Limited

  • Global Health Limited

  • Shriram Finance Limited

  • Jindal Steel & Power Limited

  • Jyoti CNC Automation Limited

  • Prudent Corporate Advisory Services Limited

  • Hindalco Industries Limited

  • Voltas Limited

  • Torrent Power Limited

  • Bajaj Housing Finance Limited

  • Aditya Birla Real Estate Limited

  • Techno Electric & Engineering Company Limited

  • HDFC Asset Management Company Limited

  • Swiggy Limited

  • State Bank of India

  • HCL Technologies Limited

  • PTC Industries Limited

  • NTPC Limited

  • Bharat Heavy Electricals Limited

  • Zensar Technologies Limited

  • KPIT Technologies Limited

  • Tata Power Company Limited

  • Varun Beverages Limited

  • JSW Energy Limited

  • Sonata Software Limited

  • Home First Finance Company India Limited

  • Mankind Pharma Limited

  • Sobha Limited

  • Godrej Properties Limited

  • Larsen & Toubro Limited

  • Jio Financial Services Limited

  • Data Patterns India Limited

  • Sundaram Finance Limited

  • Computer Age Management Services Limited

  • Bajaj Auto Limited

  • Reliance Industries Limited

  • Net Current Assets (including cash & bank balances)

  • ZF Commercial Vehicle Control Systems India Ltd

  • Wipro Limited

  • Triveni Turbine Limited

  • Siemens Limited

  • Apar Industries Limited

  • Tata Motors Limited

  • LTIMindtree Limited

  • Prestige Estates Projects Limited

  • Siemens Energy India Limited

  • ABB India Limited

  • Colgate Palmolive (India) Limited

  • DLF Limited

  • Cummins India Limited

  • Suzlon Energy Limited

  • Polycab India Limited

  • Motilal Oswal Financial Services Limited

  • IIFL Capital Services Limited

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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 ₹4,173.38 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 down ₹-0.09(-0.32%)yesterday to ₹28.8369.

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 .

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