HSBC Large & Mid Cap Fund - Regular IDCW
Category: Equity: Large and Mid Cap
Launch Date: 25-03-2019
AUM:
₹ 4,416.95 Cr
Expense Ratio
1.9%
Benchmark
NIFTY Large Midcap 250 TRI
ISIN
INF336L01NZ6
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 IDCW | 2.77 | 16.58 | 19.34 |
| NIFTY LARGE MIDCAP 250 TRI | 5.64 | 19.83 | 23.38 |
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
21.0307
Last change
-0.08 (-0.3861%)
Fund Size (AUM)
₹ 4,416.95 Cr
Performance
14.88% (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 | 6.3 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.51 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.45 |
| Bajaj Finance Limited | 3.2 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.17 |
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 3.11 |
| NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED EQ | 3.03 |
| Coforge Limited | 2.92 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 2.76 |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 2.47 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 30.35 |
| Capital Goods | 21.61 |
| Consumer Services | 11.42 |
| Healthcare | 7.86 |
| Information Technology | 6.63 |
| Automobile and Auto Components | 6.54 |
| Consumer Durables | 4.5 |
| Telecommunication | 3.74 |
| Services | 2.21 |
| Fast Moving Consumer Goods | 1.79 |