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HSBC Large & Mid Cap Fund - Regular Growth

Fund House: HSBC Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 03-03-2019
Asset Class: Equity
Benchmark: NIFTY Large Midcap 250 TRI
TER: 1.91% As on (30-12-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4,309.67 Cr As on 31-12-2024(Source:AMFI)
Turn over: 101% | Exit Load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
NAV as on 13-01-2025

25.3721

-1.13 (-4.4667%)

CAGR Since Inception

17.5%

Benchmark: 16.31%

PERFORMANCE

Returns Type:
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Start :  
End : 
Period:  
This Scheme
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vs
NIFTY Large Midcap 250 TRI
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Gold
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PPF
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Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 9 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

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

Current Asset Allocation (%)

Indicators

Standard Deviation 13.4
Sharpe Ratio 0.94
Alpha 3.28
Beta 0.88
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 21.75 27.78 14.29 18.94 -
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 26.72 35.55 20.95 23.55 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 23.0 29.59 17.0 19.23 14.92
Axis Growth Opportunities Fund - Regular Plan - Growth 10-10-2018 20.23 27.27 12.89 20.94 -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 18.27 26.9 17.07 21.22 13.31
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 18.05 24.61 12.54 17.48 -
Franklin India Equity Advantage Fund - Growth Plan 05-03-2005 17.59 22.34 12.06 17.39 11.62
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 16.91 28.3 18.7 21.21 15.06
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 04-09-2020 16.61 25.2 13.87 - -
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 16.27 26.34 15.88 19.4 11.81

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.

Riskometer

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PORTFOLIO

Market Cap Distribution

Small Cap

18.14%

Others

2.01%

Large Cap

37.78%

Mid Cap

42.07%

Scheme Documents

There are no scheme documents available

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