HSBC Large Cap Fund - Direct Growth
(Erstwhile HSBC Equity Fund - Growth Direct)
Fund House: HSBC Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY 100 TRI |
| TER: 1.22% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,685.72 Cr As on 28-02-2025(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. |
489.7542
1.89 (0.3866%)
13.15%
Benchmark: 17.0%
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 0 Months
0 Years 0 Months
0 Years 0 Months
0 Years 0 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 | 14.22 |
| Sharpe Ratio | 0.43 |
| Alpha | 0.99 |
| Beta | 0.99 |
| 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 - Direct Growth | 01-01-2013 | 6.54 | 21.79 | 14.05 | 22.81 | 12.49 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 26.42 | - | - | - | - |
| DSP Top 100 Equity Fund - Regular Plan - Growth | 05-03-2003 | 16.33 | 26.54 | 18.0 | 23.55 | 10.98 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 11.47 | 24.85 | - | - | - |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 10.38 | 21.98 | 14.03 | 22.44 | 12.89 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 9.77 | 18.24 | 11.4 | 21.89 | 12.68 |
| SBI Blue Chip Fund-Regular Plan Growth | 01-02-2006 | 9.48 | 19.69 | 13.67 | 23.86 | 12.06 |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 9.17 | 21.57 | 13.95 | 24.26 | 11.78 |
| Kotak Bluechip Fund - Growth | 29-12-1998 | 9.1 | 20.95 | 13.82 | 23.65 | 12.08 |
| BANDHAN Large Cap Fund - Regular Plan - Growth | 09-06-2006 | 8.75 | 23.78 | 13.87 | 22.51 | 11.29 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
2.3%
Others
1.79%
Large Cap
88.14%
Mid Cap
7.77%
