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 2.47 3.33 3.03 21.06 22.23 16.79
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 3.03 21.06 22.23 1.90 4,416.95
HDFC Large and Mid Cap Fund - Regular Growth Plan Feb 18, 1994 1.86 20.69 26.11 1.65 26,949.33
Motilal Oswal Large and Midcap Fund - Regular Plan Growth Oct 17, 2019 6.86 28.17 28.37 1.69 13,777.98
UTI Large & Mid Cap Fund - Regular Plan - Growth Option May 20, 2009 -0.18 21.32 25.21 1.91 4,992.97
LIC MF Large & Mid Cap Fund-Regular Plan-Growth Feb 25, 2015 0.45 15.84 19.80 1.91 3,046.84

Fund Holdings as on 30-September-2025

  • ETERNAL Limited

  • HDFC Bank Limited

  • GE Vernova T&D India Limited

  • Bajaj Finance Limited

  • Bharti Airtel Limited

  • Max Healthcare Institute Limited

  • Nippon Life India Asset Management Limited

  • Coforge Limited

  • CG Power and Industrial Solutions Limited

  • Dixon Technologies (India) Limited

  • FSN E-Commerce Ventures Limited

  • Transformers And Rectifiers (India) Limited

  • Bharat Electronics Limited

  • Jubilant Foodworks Limited

  • Max Financial Services Limited

  • Kaynes Technology India Ltd

  • InterGlobe Aviation Limited

  • Ashok Leyland Limited

  • Aditya Birla Capital Limited

  • SBI Cards & Payment Services Limited

  • Maruti Suzuki India Limited

  • Infosys Limited

  • Divi''s Laboratories Limited

  • Godfrey Phillips India Limited

  • Home First Finance Company India Limited

  • Safari Industries India Limited

  • Persistent Systems Limited

  • ICICI Bank Limited

  • Aditya Infotech Limited

  • Polycab India Limited

  • TVS Motor Company Limited

  • Anthem Biosciences Limited

  • Treps

  • Mazagon Dock Shipbuilders Limited

  • HDFC Asset Management Company Limited

  • SAI Life Sciences Limited

  • Mahindra & Mahindra Limited

  • Motherson Sumi Wiring India Limited

  • Larsen & Toubro Limited

  • Multi Commodity Exchange of India Limited

  • State Bank of India

  • Kotak Mahindra Bank Limited

  • BSE Limited

  • PB Fintech Limited

  • Cholamandalam Investment & Finance Company Limited

  • Federal Bank Limited

  • KEI Industries Limited

  • Bharti Hexacom Limited

  • Hindustan Aeronautics Limited

  • IDFC First Bank Limited

  • ZF Commercial Vehicle Control Systems India Ltd

  • Gabriel India Limited

  • NTPC Green Energy Limited

  • Axis Bank Limited

  • Blue Star Limited

  • Prudent Corporate Advisory Services Limited

  • Avalon Technologies Limited

  • Swiggy Limited

  • Jyoti CNC Automation Limited

  • UltraTech Cement Limited

  • Biocon Limited

  • Aditya Birla Real Estate Limited

  • Global Health Limited

  • HCL Technologies Limited

  • Sun Pharmaceutical Industries Limited

  • PTC Industries Limited

  • HDB FINANCIAL SERVICES LIMITED

  • Bajaj Housing Finance Limited

  • Shriram Finance Limited

  • NTPC Limited

  • Bharat Heavy Electricals Limited

  • Lupin Limited

  • Hindalco Industries Limited

  • Zensar Technologies Limited

  • JSW Energy Limited

  • Sobha Limited

  • Varun Beverages Limited

  • Mankind Pharma Limited

  • Net Current Assets (including cash & bank balances)

  • KPIT Technologies Limited

  • Jio Financial Services Limited

  • Trent Limited

  • Bajaj Auto Limited

  • Computer Age Management Services Limited

  • Data Patterns India Limited

  • Sundaram Finance Limited

  • Reliance Industries Limited

  • The Indian Hotels Company Limited

  • TVS Motor Company Limited

  • Siemens Energy India Limited

  • Siemens Limited

  • LTIMindtree Limited

  • Tata Motors Limited

  • Godrej Consumer Products Limited

  • Techno Electric & Engineering Company Limited

  • ABB India Limited

  • Jindal Steel Limited

  • DLF Limited

  • Cummins India Limited

  • Motilal Oswal Financial 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 ₹4,416.95 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 ₹-0.12(-0.42%)yesterday to ₹27.456.

Among its top 3 holdings the fund has exposure to ETERNAL 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