HSBC Large & Mid Cap Fund - Regular Growth
Category: Equity: Large and Mid Cap
Launch Date: 03-03-2019
AUM:
₹ 4,310.13 Cr
Expense Ratio
1.9%
Benchmark
NIFTY Large Midcap 250 TRI
ISIN
INF336L01NY9
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
FM 1 -Cheenu Gupta FM 2 - Abhishek Gupta
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HSBC Large & Mid Cap Fund - Regular Growth | -4.12 | 20.66 | 22.0 |
| NIFTY LARGE MIDCAP 250 TRI | -5.81 | 18.86 | 23.61 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
26.9704
Last change
0.24 (0.9021%)
Fund Size (AUM)
₹ 4,310.13 Cr
Performance
16.52% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks long term capital growth through investments in both large cap and mid cap stocks.
Fund Manager
FM 1 -Cheenu Gupta FM 2 - Abhishek Gupta
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ZOMATO LIMITED EQ | 6.22 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 5.65 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 3.31 |
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 3.3 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.26 |
| Coforge Limited | 3.24 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 3.09 |
| NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED EQ | 3.02 |
| Bajaj Finance Limited | 2.88 |
| CG POWER AND INDUSTRIAL SOLUTIONS LIMITED EQ NEW FV RS.2/- | 2.65 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 29.06 |
| Capital Goods | 20.65 |
| Consumer Services | 12.25 |
| Healthcare | 9.07 |
| Information Technology | 7.26 |
| Consumer Durables | 5.1 |
| Automobile and Auto Components | 4.43 |
| Telecommunication | 3.89 |
| Services | 2.28 |
| Fast Moving Consumer Goods | 2.1 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HSBC Large and Mid Cap Gr | 22.0 |
| Invesco India Large and Mid Cap Gr | 23.14 |
| Motilal Oswal Large and MidCap Reg Gr | 28.36 |
| ICICI Pru Large & MidCap Gr | 27.21 |
| Whiteoak Capital Large & Mid Cap Reg Gr | 0.0 |
| PGIM India Large and Mid Cap Reg Gr | 0.0 |
| SBI Large & MidCap Reg Gr | 23.37 |
| Nippon India Vision Gr Gr | 23.63 |
| Axis Large & Mid Cap Fund Reg Gr | 21.24 |
| Union Large & MidCap Reg Gr | 19.35 |