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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

18.17

as on 12 Aug 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,529 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

  • ₹ 15.645

    as on 12 Aug 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 507 Cr.

    as on 31 Dec 2021
  • 2.45%

  • 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 ₹ 15.645 as on 12 Aug 2022.

This fund has 3 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 12.29% 16.60% 12.40% 37.65% 36.30% 25.91% 18.93% 23.57% 14.79% 26.17% 27.70% 19.75% 21.47%
Category Average 9.11% 13.13% 1.80% 8.48% 29.43% 20.22% 12.78% 16.58% 7.46% 18.78% 22.52% 16.41% 15.32%
HSBC Large And Mid Cap Equity Fund 9.06%₹ 10,905 13.14%₹ 11,313 -1.51%₹ 9,848 4.22%₹ 10,422 3.40%₹ 12,219 27.40%₹ 16,230 15.45%₹ 27,961 18.17%₹ 16,529 19.60%₹ 47,999 - - - -
Mirae Asset Emerging Bluechip Fund 8.83%₹ 10,883 12.65%₹ 11,264 0.26%₹ 10,026 5.06%₹ 10,506 4.94%₹ 12,317 30.37%₹ 16,995 17.95%₹ 28,623 23.32%₹ 18,797 24.12%₹ 51,100 16.51%₹ 21,488 19.53%₹ 97,583 23.57%₹ 83,214 21.47%₹ 3,72,908
Canara Robeco Emerging Equities 9.31%₹ 10,930 13.89%₹ 11,388 1.12%₹ 10,111 6.59%₹ 10,659 6.33%₹ 12,406 29.44%₹ 16,754 18.18%₹ 28,684 22.89%₹ 18,601 23.35%₹ 50,564 14.13%₹ 19,374 17.61%₹ 93,111 21.23%₹ 68,721 19.45%₹ 3,34,306
Sundaram Large And Mid Cap Fund 10.21%₹ 11,021 13.95%₹ 11,394 0.66%₹ 10,066 7.57%₹ 10,757 6.69%₹ 12,429 28.99%₹ 16,637 19.16%₹ 28,945 18.77%₹ 16,785 21.60%₹ 49,355 13.68%₹ 18,997 16.12%₹ 89,772 14.99%₹ 40,469 15.36%₹ 2,68,234
DSP Equity Opportunities Fund 8.64%₹ 10,863 13.14%₹ 11,314 1.31%₹ 10,131 2.08%₹ 10,208 6.00%₹ 12,385 27.45%₹ 16,244 16.37%₹ 28,204 19.07%₹ 16,912 20.43%₹ 48,562 12.01%₹ 17,642 15.50%₹ 88,428 16.50%₹ 46,141 15.18%₹ 2,65,659
Edelweiss Large & Mid Cap Fund 10.07%₹ 11,006 14.87%₹ 11,486 2.50%₹ 10,249 7.79%₹ 10,778 9.55%₹ 12,610 29.43%₹ 16,751 19.44%₹ 29,021 20.99%₹ 17,749 23.18%₹ 50,445 14.41%₹ 19,618 17.59%₹ 93,064 - -

Portfolio Holdings

Portfolio holdings pattern of HSBC Large And Mid Cap Equity Fund as on 13 Aug 2022 are listed below:

  • Equity Holdings:

    98.49%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.51%

Top Sector Holdings of HSBC Large And Mid Cap Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 20.26% ₹ 107.10 Cr.
Computers - Software 12.80% ₹ 67.69 Cr.
NBFC 5.54% ₹ 29.26 Cr.
Engineering, designing, construction 5.38% ₹ 28.40 Cr.
Pharmaceuticals 5.08% ₹ 26.84 Cr.
Others 50.94% -

Top Stock Holdings of HSBC Large And Mid Cap Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 7.00% ₹ 37.01 Cr.
Infosys Ltd. 6.07% ₹ 32.09 Cr.
HDFC Bank Ltd. 5.49% ₹ 29.00 Cr.
State Bank Of India 4.05% ₹ 21.41 Cr.
Axis Bank Ltd. 3.72% ₹ 19.68 Cr.
Others 73.67% -

Other Holdings

Holding TypeHolding Percentage
Reverse Repo 1.22%
TREPS 0.60%
Net Receivables -0.31%