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 7.98 25.43 51.24 23.03 21.84 20.24
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 Unrated 51.24 23.03 21.84 1.98 3,118.58
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Jul 09, 2010 40.54 18.55 21.98 1.55 35,272.60
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 34.76 21.23 21.28 1.64 23,443.39
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 47.62 23.99 22.71 1.61 22,329.12
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 41.19 19.75 21.17 1.62 21,796.83
HDFC Large and Mid Cap Fund - Regular Growth Plan Feb 18, 1994 49.32 26.29 23.67 1.69 19,454.33

Fund Holdings as on 31-May-2024

  • Larsen & Toubro Limited

  • Trent Limited

  • Bharat Electronics Limited

  • Bharat Heavy Electricals Limited

  • CG Power and Industrial Solutions Limited

  • Suzlon Energy Limited

  • Power Finance Corporation Limited

  • Zomato Limited

  • Transformers And Rectifiers (India) Limited

  • JSW Energy Limited

  • Cummins India Limited

  • Zensar Technologies Limited

  • Polycab India Limited

  • Safari Industries India Limited

  • Blue Star Limited

  • Godrej Properties Limited

  • KPIT Technologies Limited

  • GE TandD India Limited

  • Hindustan Petroleum Corporation Limited

  • Max Healthcare Institute Limited

  • Varun Beverages Limited

  • Exide Industries Limited

  • Persistent Systems Limited

  • Siemens Limited

  • Treps

  • Data Patterns India Limited

  • ICICI Bank Limited

  • NTPC Limited

  • KEI Industries Limited

  • The Indian Hotels Company Limited

  • Timken India Limited

  • Phoenix Mills Limited

  • Eicher Motors Limited

  • Sobha Limited

  • Cholamandalam Investment & Finance Company Limited

  • Mahindra Holidays and Resorts India Limited

  • DLF Limited

  • Tata Motors Limited

  • Jupiter Wagons Limited

  • Bharti Airtel Limited

  • BSE Limited

  • ABB India Limited

  • Prudent Corporate Advisory Services Limited

  • HDFC Asset Management Company Limited

  • Nippon Life India Asset Management Limited

  • Lupin Limited

  • Triveni Turbine Limited

  • Indian Bank

  • Bank of Baroda

  • Mahindra & Mahindra Limited

  • Reliance Industries Limited

  • REC Limited

  • EIH Limited

  • Engineers India Limited

  • Kaynes Technology India Ltd

  • Sonata Software Limited

  • State Bank of India

  • Container Corporation of India Limited

  • ZF Commercial Vehicle Control Systems India Ltd

  • Hindustan Aeronautics Limited

  • HDFC Bank Limited

  • Oil & Natural Gas Corporation Limited

  • Dr Reddy's Laboratories Limited

  • Mankind Pharma Limited

  • Bajaj Auto Limited

  • NHPC Limited

  • Lemon Tree Hotels Limited

  • Hindalco Industries Limited

  • Sundaram Finance Limited

  • Gland Pharma Limited

  • Global Health Limited

  • PNC Infratech Limited

  • Ahluwalia Contracts (India) Limited

  • Shriram Finance Limited

  • ideaForge Technology Limited

  • Bank of India

  • Canara Bank

  • Mtar Technologies Limited

  • BEML Limited

  • Dixon Technologies (India) Limited

  • Cello World Limited

  • Tata Power Company Limited

  • PB Fintech Limited

  • Schaeffler India Limited

  • Sun Pharmaceutical Industries Limited

  • Union Bank of India

  • Infosys Limited

  • Gujarat Fluorochemicals Limited

  • TVS Motor Company Limited

  • APL Apollo Tubes Limited

  • Cipla Limited

  • IndusInd Bank Limited

  • LTIMindtree Limited

  • Bikaji Foods International Limited

  • Net Current Assets (including cash & bank balances)

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  • Electric Equipment

  • Engineering - Industrial Equipments

  • IT - Software

  • Construction - Real Estate

  • Power Generation/Distribution

  • Engineering - Construction

  • Hotel, Resort & Restaurants

  • Bank - Public

  • Finance Term Lending

  • Cable

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  • Pharmaceuticals & Drugs

  • Refineries

  • Bank - Private

  • Defence

  • Finance - NBFC

  • Hospital & Healthcare Services

  • e-Commerce

  • Household & Personal Products

  • Automobile Two & Three Wheelers

  • Finance - Others

  • Finance - Asset Management

  • Diesel Engines

  • Air Conditioners

  • Consumer Food

  • Bearings

  • Batteries

  • Miscellaneous

  • Engineering

  • Automobiles-Trucks/Lcv

  • Railways Wagons

  • Telecommunication - Service Provider

  • Automobiles - Passenger Cars

  • Electronics - Components

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  • Metal - Non Ferrous

  • Construction Vehicles

  • Consumer Durables - Electronics

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Fund Manager

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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 ₹3,118.58 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 ₹0.17(0.65%)yesterday to ₹26.2254.

Among its top 3 holdings the fund has exposure to Larsen & Toubro 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