MyWealthGrowth.com logo
HomeMutual Funds

HSBC Large And Mid Cap Equity Fund

HSBC Large And Mid Cap Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

12.02

as on 30 Jan 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,059 today.

Invest Now

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

  • ₹ 15.125

    as on 30 Jan 2023
  • 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 ₹ 15.125 as on 30 Jan 2023.

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 1.75% 3.34% 15.61% 37.65% 29.35% 22.14% 18.93% 23.54% 9.53% 14.04% 23.85% 18.75% 18.99%
Category Average -3.04% -2.32% 2.48% 1.87% 17.12% 15.27% 9.76% 15.10% 1.20% 5.57% 16.07% 14.23% 13.85%
HSBC Large And Mid Cap Equity Fund -3.42%₹ 9,658 -3.75%₹ 9,624 -1.14%₹ 9,885 -4.13%₹ 9,586 -3.09%₹ 11,798 12.88%₹ 12,745 1.75%₹ 24,440 12.02%₹ 14,059 12.38%₹ 43,322 - - - -
Mirae Asset Emerging Bluechip Fund -2.84%₹ 9,716 -1.22%₹ 9,877 -0.35%₹ 9,965 -2.66%₹ 9,734 -0.96%₹ 11,937 15.02%₹ 13,235 3.36%₹ 24,845 17.13%₹ 16,075 15.65%₹ 45,409 12.31%₹ 17,877 15.93%₹ 89,403 21.19%₹ 68,395 18.99%₹ 3,26,312
Canara Robeco Emerging Equities -3.94%₹ 9,606 -4.96%₹ 9,504 -1.13%₹ 9,887 -2.51%₹ 9,748 -3.04%₹ 11,801 14.77%₹ 13,176 3.01%₹ 24,756 15.51%₹ 15,419 14.27%₹ 44,522 10.05%₹ 16,145 13.96%₹ 85,162 19.24%₹ 58,158 16.94%₹ 2,92,191
Sundaram Large And Mid Cap Fund -3.56%₹ 9,643 -3.07%₹ 9,693 0.84%₹ 10,083 -1.25%₹ 9,874 -0.86%₹ 11,944 16.59%₹ 13,599 4.63%₹ 25,168 12.54%₹ 14,256 14.94%₹ 44,950 9.66%₹ 15,864 12.90%₹ 82,964 13.85%₹ 36,603 13.67%₹ 2,45,012
DSP Equity Opportunities Fund -2.35%₹ 9,765 -0.84%₹ 9,916 3.26%₹ 10,326 2.22%₹ 10,222 5.47%₹ 12,354 15.35%₹ 13,311 5.91%₹ 25,496 14.17%₹ 14,886 15.82%₹ 45,520 9.24%₹ 15,563 13.96%₹ 85,170 14.64%₹ 39,228 13.93%₹ 2,48,457
Edelweiss Large & Mid Cap Fund -3.40%₹ 9,659 -3.98%₹ 9,602 0.42%₹ 10,041 0.44%₹ 10,043 -0.09%₹ 11,994 16.33%₹ 13,538 4.76%₹ 25,200 15.36%₹ 15,359 15.46%₹ 45,287 10.38%₹ 16,392 14.21%₹ 85,680 - -

Portfolio Holdings

Portfolio holdings pattern of HSBC Large And Mid Cap Equity Fund as on 01 Feb 2023 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%