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: 1.93% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,769 Cr As on 31-03-2025(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.

24.808

16.21%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

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 17.23
Sharpe Ratio 0.47
Alpha -1.47
Beta 1.02
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 7.65 26.49 17.06 24.48 -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 19.86 34.26 22.0 26.09 14.89
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 15.56 29.72 20.61 26.65 15.19
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 14.78 25.19 16.0 25.22 15.47
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 14.48 29.97 21.34 29.6 13.34
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 14.37 29.99 20.24 28.0 12.29
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 14.28 33.74 24.85 29.65 -
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 14.09 29.5 21.45 30.56 14.93
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 13.6 27.33 18.64 26.82 15.28
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 13.25 26.35 15.29 23.74 14.12

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

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

10.87%

Others

1.22%

Large Cap

51.22%

Mid Cap

36.69%

Feedback
Notification