- Mutual Funds
- HSBC Mutual Fund
- HSBC Large and Mid Cap Fund (G)
HSBC Large and Mid Cap Fund (G)
₹ 28.6918
NAV (Oct 15)
Large & Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 28.6918
NAV (Oct 15)
Fund Returns
Last 1Y | 50% |
Last 3Y | 20.5% |
Last 5Y | 23.7% |
Last 10Y | NA |
Since Inception | 20.4% |
6 Month CAGR | 24.7% |
Scheme Information
The scheme seeks long term capital growth through investments in both large cap and mid cap stocks.
Expense Ratio | 1.94 |
Launched (0y ago) | 1.94 |
AUM in Crores | 3718 |
ISIN | INF336L01NY9 |
Lock-in | - |
Benchmark | NIFTY Large Midcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 13.5 |
Beta | 0.9 |
Sharpe Ratio | 1.2 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| HSBC Large and Mid Cap Fund (G) | 13,47,357 | 6,14,745 | 23.7% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Suzlon Energy Ltd.
3.9%Trent Ltd.
3.6%Bharat Electronics Ltd.
2.7%CG Power and Industrial Solutions Ltd.
2.7%Bharat Heavy Electricals Ltd.
2.5%Allocation by Sector
Capital Goods
34.3%Financial
17.8%Services
9.8%Construction
9.4%Technology
7.1%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
HSBC Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
22.5% | 17.7% | ||
25.1% | 22.7% | ||
5.8% | 5.9% | ||
5.6% | 7% | ||
4.4% | 6.6% |
HSBC Large and Mid Cap Fund (G) Review
HSBC Large and Mid Cap Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 20.409% over a period of 5 years. The fund is managed by HSBC Mutual Fund. The fund managers are Abhishek Gupta, Cheenu Gupta, Neelotpal Sahai.
Nav of HSBC Large and Mid Cap Fund (G) as of 10/15/2024 is ₹28.69 with the total AUM as of 10/16/2024 is ₹3718.0377. With Scripbox you can compare and check the latest nav for all mutual funds in India. HSBC Large and Mid Cap Fund (G) was launched on 2019-03-28. The category risk of the fund is Average.
The minimum SIP amount for HSBC Large and Mid Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
HSBC Large and Mid Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Large Midcap 250 Total Return Index.
It is rated as a 1 fund in Equity and delivered 49.996% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HSBC Large and Mid Cap Fund (G).
Frequently Asked Questions
What is HSBC Large and Mid Cap Fund (G)?
How to invest in HSBC Large and Mid Cap Fund (G)?
You can invest in HSBC Large and Mid Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of HSBC Large and Mid Cap Fund (G)?
The minimum sip amount for HSBC Large and Mid Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is HSBC Large and Mid Cap Fund (G) good to invest in?
As per Scripbox experts, it is a 1 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the HSBC Large and Mid Cap Fund (G)?
The expense ratio of the HSBC Large and Mid Cap Fund (G) is 1.94% for regular plan.
What is the NAV of HSBC Large and Mid Cap Fund (G)?
Today's HSBC Large and Mid Cap Fund (G) NAV is ₹28.69.