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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

37.41

as on 18 Jan 2022

1 Year

Investment of ₹ 10,000 in this fund 1 Year back would be ₹ 13,741 today.

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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

  • ₹ 16.866

    as on 18 Jan 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 507 Cr.

    as on 18 Jan 2022
  • 2.45%

    since 31 Oct 2021
  • 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 ₹ 16.866 as on 18 Jan 2022.

This fund has 2 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.45%. 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 7.05% 2.52% 18.03% 46.33% 33.19% 28.23% 22.11% 25.86% 41.02% 47.87% 36.22% 24.92% 24.73%
Category Average 5.54% -1.08% 13.19% 37.96% 26.06% 21.45% 16.68% 17.96% 34.29% 42.62% 31.26% 20.23% 17.49%
HSBC Large And Mid Cap Equity Fund 7.01%₹ 10,700 -0.56%₹ 9,943 14.55%₹ 11,455 37.41%₹ 13,741 35.53%₹ 14,205 24.47%₹ 15,511 42.20%₹ 35,361 - - - - - -
Mirae Asset Emerging Bluechip Fund 5.45%₹ 10,545 -1.87%₹ 9,812 13.04%₹ 11,304 38.97%₹ 13,897 33.27%₹ 14,070 30.40%₹ 17,028 45.86%₹ 36,421 26.80%₹ 20,400 35.55%₹ 59,597 22.11%₹ 27,160 24.92%₹ 1,11,220 25.86%₹ 99,952 24.73%₹ 4,45,116
Canara Robeco Emerging Equities 5.74%₹ 10,574 -1.50%₹ 9,850 13.92%₹ 11,391 38.78%₹ 13,877 35.33%₹ 14,193 29.93%₹ 16,905 43.99%₹ 35,880 24.11%₹ 19,127 33.80%₹ 58,242 19.68%₹ 24,562 22.48%₹ 1,04,881 23.95%₹ 85,746 22.48%₹ 3,94,156
Kotak Equity Opportunities Fund 6.87%₹ 10,687 0.42%₹ 10,041 11.16%₹ 11,116 32.94%₹ 13,293 29.41%₹ 13,838 23.43%₹ 15,252 37.98%₹ 34,154 21.63%₹ 18,001 29.21%₹ 54,801 16.94%₹ 21,875 20.10%₹ 99,001 17.52%₹ 50,319 17.50%₹ 3,01,101
Edelweiss Large & Mid Cap Fund 5.60%₹ 10,560 -1.20%₹ 9,880 11.22%₹ 11,122 37.20%₹ 13,720 31.48%₹ 13,963 26.53%₹ 16,029 41.38%₹ 35,126 22.10%₹ 18,212 31.23%₹ 56,297 18.68%₹ 23,556 21.39%₹ 1,02,154 - -
Principal Emerging Bluechip Fund 1.75%₹ 10,175 1.76%₹ 10,175 12.40%₹ 11,239 - - - - - - - - - -

Portfolio Holdings

Portfolio holdings pattern of HSBC Large And Mid Cap Equity Fund as on 19 Jan 2022 are listed below:

  • Equity Holdings:

    98.63%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.36%

Top Sector Holdings of HSBC Large And Mid Cap Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 22.24% ₹ 116.22 Cr.
Computers - Software 10.76% ₹ 66.47 Cr.
NBFC 5.75% ₹ 30.10 Cr.
Engineering, designing, construction 5.18% ₹ 27.10 Cr.
Pharmaceuticals 4.96% ₹ 25.93 Cr.
Others 51.11% -

Top Stock Holdings of HSBC Large And Mid Cap Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 7.44% ₹ 38.90 Cr.
HDFC Bank Ltd. 6.21% ₹ 32.45 Cr.
Infosys Ltd. 5.42% ₹ 28.35 Cr.
State Bank Of India 4.47% ₹ 23.35 Cr.
Axis Bank Ltd. 4.12% ₹ 21.52 Cr.
Others 72.34% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 0.75%
Reverse Repo 0.44%
TREPS 0.17%