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HSBC Large & Mid Cap Fund - Regular Growth

Category: Equity: Large and Mid Cap Launch Date: 03-03-2019
AUM:

₹ 4,613.2 Cr

Expense Ratio

1.89%

Benchmark

NIFTY Large Midcap 250 TRI

ISIN

INF336L01NY9

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

500

Fund Manager

FM 1 -Cheenu Gupta FM 2 - Abhishek Gupta

Fund Performance 1Y (%) 3Y (%) 5Y (%)
HSBC Large & Mid Cap Fund - Regular Growth 5.96 20.19 20.33
NIFTY LARGE MIDCAP 250 TRI 11.08 19.01 22.03
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
27.6358
Last change
0.11 (0.3839%)
Fund Size (AUM)
₹ 4,613.2 Cr
Performance
16.63% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The scheme seeks long term capital growth through investments in both large cap and mid cap stocks.

Fund Manager
FM 1 -Cheenu Gupta FM 2 - Abhishek Gupta
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
ZOMATO LIMITED EQ 5.89
HDFC BANK LIMITED EQ NEW FV RE. 1/- 5.48
Treps 3.73
GE T&D INDIA LIMITED EQ NEW RS. 2/- 3.38
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 3.32
Bajaj Finance Limited 3.2
FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/- 3.17
Coforge Limited 3.12
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 2.84
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- 2.63

Sector Allocation

Sector Holdings (%)
Financial Services 30.24
Capital Goods 19.22
Consumer Services 11.72
Healthcare 8.56
Automobile and Auto Components 6.32
Information Technology 5.5
Telecommunication 3.94
Consumer Durables 3.85
Construction 2.84
Services 2.13