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: 1.94% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 3,608.53 Cr As on 31-10-2024(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. |
26.5093
0.38 (1.4497%)
18.93%
Benchmark: 16.39%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Large Midcap 250 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
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 | 13.79 |
| Sharpe Ratio | 0.85 |
| Alpha | 1.36 |
| Beta | 0.91 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
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
PORTFOLIO
Market Cap Distribution
Small Cap
18.25%
Others
1.68%
Large Cap
40.37%
Mid Cap
39.7%
