HSBC Large Cap Fund - Regular Growth
(Erstwhile HSBC Equity Fund - Growth)
Fund House: HSBC Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 10-12-2002 |
| Asset Class: Equity |
| Benchmark: NIFTY 100 TRI |
| TER: 2.13% As on (30-11-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,946.43 Cr As on 29-11-2024(Source:AMFI) |
| Turn over: 49% | Exit Load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. |
473.7621
0.36 (0.0757%)
19.11%
Benchmark: 17.3%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
0 Years 10 Months
2 Years 7 Months
3 Years 0 Months
4 Years 10 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate long-term capital growth from a diversified portfolio of equity and equity related securities of companies across a range of market capitalisations, with a preference for medium and large companies.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.3 |
| Sharpe Ratio | 0.67 |
| Alpha | 1.34 |
| Beta | 0.97 |
| 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 Cap Fund - Regular Growth | 10-12-2002 | 20.02 | 21.41 | 14.73 | 16.0 | 12.5 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 22.59 | 22.7 | - | - | - |
| DSP Top 100 Equity Fund - Regular Plan - Growth | 05-03-2003 | 22.46 | 23.76 | 16.58 | 14.83 | 11.3 |
| BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option | 01-01-2013 | 22.35 | 22.82 | 16.84 | 17.47 | 13.29 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 21.4 | 24.08 | 14.94 | 17.65 | 13.2 |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 20.79 | 25.82 | 21.19 | 19.68 | 14.21 |
| BANDHAN Large Cap Fund - Regular Plan - Growth | 09-06-2006 | 20.15 | 23.16 | 14.52 | 17.05 | 12.04 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 20.0 | 20.46 | 14.09 | 17.5 | 13.68 |
| Taurus Large Cap Fund - Regular Plan - Growth | 28-02-1995 | 19.66 | 21.23 | 16.01 | 14.81 | 10.16 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 19.2 | 22.7 | 17.74 | 18.68 | 13.94 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
3.97%
Others
3.47%
Large Cap
85.69%
Mid Cap
6.87%
