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

27.52

as on 26 May 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 20,737 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

  • ₹ 16.690

    as on 26 May 2023
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 2,043 Cr.

    as on 30 Apr 2023
  • 2.15%

  • 03 Apr 2019

  • Equity - Large & Mid Cap Fund

  • Nifty 50

  • HSBC Mutual Fund

    Show All Funds
  • HSBC Large & Midcap Fund - 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 ₹ 16.690 as on 26 May 2023.

This fund has 4 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.15%. 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 Cheenu Gupta

    Picture of Cheenu Gupta
  • 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.

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 9.75% 10.89% 15.61% 37.65% 29.35% 34.87% 18.93% 23.54% 24.90% 13.77% 21.83% 19.06% 18.55%
Category Average 4.66% 6.34% 2.56% 17.43% 12.43% 28.30% 12.14% 16.22% 15.47% 9.01% 16.22% 15.70% 14.11%
HSBC Large And Mid Cap Equity Fund 6.49%₹ 10,648 8.55%₹ 10,854 4.64%₹ 10,463 19.11%₹ 11,911 19.79%₹ 13,240 10.16%₹ 12,135 9.27%₹ 26,346 27.52%₹ 20,737 15.43%₹ 45,233 - - - -
SBI Large & Midcap Fund 3.98%₹ 10,398 6.75%₹ 10,675 1.74%₹ 10,174 20.30%₹ 12,029 17.30%₹ 13,088 14.11%₹ 13,020 12.41%₹ 27,159 32.90%₹ 23,472 20.07%₹ 48,290 14.04%₹ 19,299 18.38%₹ 94,842 16.82%₹ 47,419 15.54%₹ 2,70,749
ICICI Prudential Large & Mid Cap Fund 4.51%₹ 10,451 5.81%₹ 10,580 2.16%₹ 10,215 19.07%₹ 11,907 16.74%₹ 13,054 17.42%₹ 13,787 13.75%₹ 27,508 34.05%₹ 24,090 21.83%₹ 49,482 13.87%₹ 19,157 19.06%₹ 96,427 15.04%₹ 40,657 14.51%₹ 2,56,205
HDFC Growth Opportunities Fund 4.86%₹ 10,486 7.41%₹ 10,740 2.42%₹ 10,241 20.10%₹ 12,010 18.35%₹ 13,152 15.52%₹ 13,344 12.82%₹ 27,264 34.87%₹ 24,532 20.95%₹ 48,884 13.85%₹ 19,143 18.59%₹ 95,333 - -
Kotak Equity Opportunities Fund 4.53%₹ 10,453 6.59%₹ 10,658 3.38%₹ 10,338 19.83%₹ 11,982 18.40%₹ 13,155 13.01%₹ 12,771 11.99%₹ 27,049 28.72%₹ 21,329 17.47%₹ 46,563 14.03%₹ 19,291 17.04%₹ 91,788 16.11%₹ 44,613 15.08%₹ 2,64,077
Mirae Asset Emerging Bluechip Fund 3.52%₹ 10,352 5.18%₹ 10,517 0.03%₹ 10,003 11.49%₹ 11,148 11.07%₹ 12,702 8.22%₹ 11,712 5.46%₹ 25,371 29.82%₹ 21,880 14.03%₹ 44,341 15.06%₹ 20,185 16.47%₹ 90,523 22.21%₹ 74,483 18.55%₹ 3,18,370

Portfolio Holdings

Portfolio holdings pattern of HSBC Large And Mid Cap Equity Fund as on 28 May 2023 are listed below:

  • Equity Holdings:

    98.57%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    1.43%

Top Sector Holdings of HSBC Large And Mid Cap Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 15.56% ₹ 317.86 Cr.
Computers - Software 8.81% ₹ 179.99 Cr.
Hotels/resorts 5.75% ₹ 117.29 Cr.
Power equipment 5.47% ₹ 111.70 Cr.
Pharmaceuticals 4.94% ₹ 101.06 Cr.
Others 59.47% -

Top Stock Holdings of HSBC Large And Mid Cap Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
HDFC Bank Ltd. 5.63% ₹ 114.99 Cr.
Reliance Industries Ltd. 4.25% ₹ 86.73 Cr.
ICICI Bank Ltd. 4.11% ₹ 83.93 Cr.
Indian Hotels Company Limited 4.11% ₹ 83.86 Cr.
Larsen & Toubro Ltd. 3.68% ₹ 75.16 Cr.
Others 78.22% -

Other Holdings

Holding TypeHolding Percentage
TREPS 1.65%
Net Receivables -0.22%