HSBC Large & Mid Cap Fund - Regular Growth
Category: Equity: Large and Mid Cap
Launch Date: 03-03-2019
AUM:
₹ 4,365.03 Cr
Expense Ratio
1.9%
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 | -3.53 | 19.18 | 22.61 |
| NIFTY LARGE MIDCAP 250 TRI | -2.18 | 18.81 | 24.48 |
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
26.1652
Last change
-0.2 (-0.7774%)
Fund Size (AUM)
₹ 4,365.03 Cr
Performance
16.44% (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 (%) |
|---|---|
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.87 |
| ZOMATO LIMITED EQ | 5.17 |
| TRENT LIMITED EQ NEW FV Re. 1/- | 4.49 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.68 |
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 3.6 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 3.16 |
| BSE LIMITED EQ NEW FV RS. 2/- | 3.13 |
| Bajaj Finance Limited | 3.04 |
| NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED EQ | 3.04 |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 2.86 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 30.18 |
| Capital Goods | 19.79 |
| Consumer Services | 12.64 |
| Healthcare | 9.4 |
| Consumer Durables | 6.08 |
| Information Technology | 5.44 |
| Automobile and Auto Components | 4.22 |
| Telecommunication | 3.38 |
| Power | 1.97 |
| Fast Moving Consumer Goods | 1.71 |