HSBC Large & Mid Cap Fund - Regular Growth
Category: Equity: Large and Mid Cap
Launch Date: 03-03-2019
AUM:
₹ 4,662.83 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 | -3.33 | 20.86 | 18.08 |
| NIFTY LARGE MIDCAP 250 TRI | 7.65 | 19.78 | 19.79 |
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
27.289
Last change
-0.15 (-0.5508%)
Fund Size (AUM)
₹ 4,662.83 Cr
Performance
16.1% (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 | 5.5 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.03 |
| FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/- | 4.28 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.36 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.34 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.18 |
| Bajaj Finance Limited | 3.15 |
| Billionbrains Garage Ventures Ltd. | 2.94 |
| BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- | 2.92 |
| Coforge Limited | 2.9 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 35.87 |
| Capital Goods | 15.45 |
| Consumer Services | 12.03 |
| Healthcare | 6.97 |
| Consumer Durables | 5.02 |
| Automobile and Auto Components | 4.58 |
| Information Technology | 4.53 |
| Telecommunication | 3.94 |
| Construction | 3.34 |
| Services | 3.33 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HSBC Large and Mid Cap Gr | 18.08 |
| ICICI Pru Large & MidCap Gr | 23.17 |
| SBI Large & MidCap Reg Gr | 19.88 |
| Mirae Asset Large & Midcap Fund Reg Plan Gr | 17.72 |
| Franklin India Large & Mid Cap Fund Gr Plan | 17.39 |
| Helios Large & Mid Cap Fund Reg Gr | 0.0 |
| Bandhan Large & Mid Cap Reg Gr | 22.21 |
| UTI Large & Mid Cap Fund Reg Gr | 22.16 |
| DSP Large & Mid Cap Reg Gr | 19.42 |
| Whiteoak Capital Large & Mid Cap Reg Gr | 0.0 |