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 | -1.42 | 20.42 | 22.17 |
| NIFTY LARGE MIDCAP 250 TRI | 0.38 | 18.43 | 23.49 |
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
26.9905
Last change
-0.04 (-0.1593%)
Fund Size (AUM)
₹ 4,365.03 Cr
Performance
16.84% (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 | 6.1 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.99 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.75 |
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 3.56 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 3.28 |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 3.26 |
| NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED EQ | 3.12 |
| Bajaj Finance Limited | 2.89 |
| TRANSFORMERS AND RECTIFIERS (INDIA) LTD EQ NEW FV RE. 1/- | 2.62 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 2.6 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 28.59 |
| Capital Goods | 20.71 |
| Consumer Services | 12.55 |
| Healthcare | 9.78 |
| Consumer Durables | 6.27 |
| Information Technology | 5.47 |
| Automobile and Auto Components | 4.82 |
| Telecommunication | 3.25 |
| Services | 2.39 |
| Power | 1.95 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HSBC Large and Mid Cap Gr | 22.17 |
| Invesco India Large and Mid Cap Gr | 24.27 |
| PGIM India Large and Mid Cap Reg Gr | 0.0 |
| Motilal Oswal Large and MidCap Reg Gr | 27.84 |
| Whiteoak Capital Large & Mid Cap Reg Gr | 0.0 |
| Franklin India Large & Mid Cap Fund Gr Plan | 21.67 |
| ICICI Pru Large & MidCap Gr | 25.68 |
| SBI Large & MidCap Reg Gr | 23.13 |
| Sundaram Large and MidCap Gr | 22.96 |
| Nippon India Vision Gr Gr | 23.46 |