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HSBC Large And Mid Cap Equity Fund

HSBC Large And Mid Cap Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

3 Years

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NAV Performance

HSBC Large And Mid Cap Equity Fund performance graph for last 3 years
Performance of HSBC Large And Mid Cap Equity Fund for last 3 Years

Fund Information

  • ₹ 14.075

    as on 18 Jun 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 528 Cr.

    as on 18 Jun 2021
  • 2.46%

    since 31 Dec 2020
  • 03 Apr 2019

  • Equity - Large & Mid Cap Fund

  • Nifty 50

  • HSBC mutual fund

    Show All Funds
  • HSBC Large and Mid Cap Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

HSBC Large And Mid Cap Equity Fund is an Open-ended Equity Fund. The fund belongs to Large & Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 03 Apr 2019. This fund is offered by one of the top AMC (Assets Management Company) HSBC mutual fund. You can also view here all other Equity funds offered by HSBC mutual fund.

Latest NAV of the fund is ₹ 14.075 as on 18 Jun 2021.

This fund has 2 years of track record. Since 31 Dec 2020 expense ratio of this fund is 2.46%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To seek long term capital growth through investments in both large cap and mid cap stocks.

List of Fund Managers of HSBC Large And Mid Cap Equity Fund

  • About Neelotpal Sahai

    Picture of Neelotpal SahaiMr. Sahai is a B.Tech from IT BHU and PGDM from IIM Prior to joining HSBC AMC he has worked with IDFC Investment Advisors.
  • About Amaresh Mishra

    Picture of Amaresh MishraMr. Mishra is a Chemical Engineer and PGDM. Before the post of Asst. Fund Manager, he has held positions like Asst. Vice President- Sales & Distribution, Asst. Vice President- Equities and Asst. Vice President- Investment Management in the past.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 7.44% 13.54% 27.35% 75.15% 28.88% 20.51% 21.23% 22.43% 68.23% 43.36% 31.25% 22.40% 23.97%
Category Average 4.96% 9.64% 20.62% 62.72% 20.67% 13.36% 14.80% 14.66% 56.67% 36.70% 24.75% 16.54% 16.26%
HSBC Large And Mid Cap Equity Fund 4.32%₹ 10,431 8.39%₹ 10,838 18.48%₹ 11,848 60.49%₹ 16,049 53.41%₹ 15,232 20.08%₹ 14,426 34.41%₹ 33,129 - - - - - -
Mirae Asset Emerging Bluechip Fund 4.23%₹ 10,422 9.99%₹ 10,998 23.90%₹ 12,389 71.70%₹ 17,169 62.50%₹ 15,747 27.31%₹ 16,219 43.36%₹ 35,678 20.51%₹ 17,508 31.25%₹ 56,274 21.23%₹ 26,208 22.40%₹ 1,04,624 22.43%₹ 75,829 23.97%₹ 4,27,003
Canara Robeco Emerging Equities 5.41%₹ 10,541 9.60%₹ 10,960 19.98%₹ 11,998 64.86%₹ 16,485 56.02%₹ 15,381 23.34%₹ 15,220 39.31%₹ 34,514 15.11%₹ 15,258 27.15%₹ 53,267 18.11%₹ 23,005 18.97%₹ 96,270 20.01%₹ 62,094 21.32%₹ 3,70,002
Kotak Equity Opportunities Fund 4.06%₹ 10,406 8.63%₹ 10,863 18.34%₹ 11,834 57.36%₹ 15,735 50.27%₹ 15,053 20.82%₹ 14,604 34.77%₹ 33,231 15.43%₹ 15,385 24.94%₹ 51,692 16.07%₹ 21,080 17.39%₹ 92,623 14.81%₹ 39,841 16.34%₹ 2,82,791
Tata Large & Mid Cap Fund 5.95%₹ 10,594 7.30%₹ 10,730 18.70%₹ 11,870 59.43%₹ 15,943 53.36%₹ 15,230 20.64%₹ 14,561 35.46%₹ 33,425 16.32%₹ 15,746 25.64%₹ 52,186 14.57%₹ 19,756 17.52%₹ 92,911 14.53%₹ 38,889 15.73%₹ 2,73,649
Invesco India Growth Opportunities Fund 4.48%₹ 10,447 7.21%₹ 10,721 15.50%₹ 11,549 50.52%₹ 15,051 43.25%₹ 14,647 17.45%₹ 13,800 29.36%₹ 31,722 11.90%₹ 14,016 20.57%₹ 48,664 14.99%₹ 20,120 15.74%₹ 88,953 13.95%₹ 36,973 15.36%₹ 2,68,185

Portfolio Holdings

Portfolio holdings pattern of HSBC Large And Mid Cap Equity Fund as on 19 Jun 2021 are listed below:

  • Equity Holdings:

    99.05%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    0.95%

Top Sector Holdings of HSBC Large And Mid Cap Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 22.69% ₹ 110.53 Cr.
Computers - software 8.77% ₹ 42.73 Cr.
Nbfc 8.50% ₹ 41.48 Cr.
Pharmaceuticals 5.86% ₹ 33.40 Cr.
Cement 4.72% ₹ 23.00 Cr.
Others 49.46% -

Top Stock Holdings of HSBC Large And Mid Cap Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 8.12% ₹ 39.58 Cr.
ICICI Bank Ltd. 7.03% ₹ 34.23 Cr.
Infosys Ltd. 5.08% ₹ 24.76 Cr.
Axis Bank Ltd. 4.58% ₹ 22.32 Cr.
Cholamandalam Investment & Finance Co. Ltd. 3.44% ₹ 16.76 Cr.
Others 71.75% -

Other Holdings

Holding TypeHolding Percentage
Reverse Repo 0.56%
TREPS 0.45%
Net Receivables -0.06%