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HSBC Large Cap Equity Fund

HSBC Large Cap Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

14.08

as on 30 Nov 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,856 today.

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NAV Performance

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

Fund Information

  • ₹ 333.554

    as on 30 Nov 2022
  • Regular - Growth

  • 14 / 29

  • ₹ 5,000

  • ₹ 753 Cr.

    as on 31 Dec 2021
  • 2.41%

  • 03 Dec 2002

  • Equity - Large Cap Fund

  • Nifty 100 TRI

  • HSBC Mutual Fund

    Show All Funds
  • HSBC Large Cap Equity 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 Cap Equity Fund is an Open-ended Equity Fund. The fund belongs to Large 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 Dec 2002. 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 ₹ 333.554 as on 30 Nov 2022.

This fund has 20 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.41%. Ideally you shoulds compare this fund with the benchmark Nifty 100 TRI.

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 generate long term capital growth from an actively managed portfolio of equity and equity related securities.

List of Fund Managers of HSBC Large 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.

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 5.26% 6.35% 16.57% 16.83% 28.62% 17.98% 14.42% 16.31% 24.38% 21.59% 25.94% 17.72% 15.57%
Category Average 3.79% 3.68% 10.88% 7.42% 19.74% 14.85% 11.14% 12.94% 15.84% 13.64% 19.13% 14.99% 13.26%
HSBC Large Cap Equity Fund 3.99%₹ 10,398 3.96%₹ 10,395 13.28%₹ 11,328 7.99%₹ 10,798 15.42%₹ 12,982 17.50%₹ 13,825 12.32%₹ 27,151 14.08%₹ 14,856 17.85%₹ 46,851 11.21%₹ 17,013 14.38%₹ 86,041 12.21%₹ 31,666 12.78%₹ 2,33,633
UTI Mastershare Unit Scheme 3.73%₹ 10,372 3.88%₹ 10,387 10.92%₹ 11,092 4.70%₹ 10,470 12.33%₹ 12,788 19.41%₹ 14,278 12.44%₹ 27,181 16.79%₹ 15,943 19.31%₹ 47,819 12.49%₹ 18,015 15.72%₹ 88,936 13.40%₹ 35,205 13.67%₹ 2,45,115
Canara Robeco Blue Chip Equity Fund 3.69%₹ 10,368 4.31%₹ 10,431 11.39%₹ 11,139 6.52%₹ 10,651 14.09%₹ 12,899 18.11%₹ 13,969 12.09%₹ 27,089 17.30%₹ 16,152 18.39%₹ 47,208 14.42%₹ 19,619 16.64%₹ 90,964 13.85%₹ 36,618 14.62%₹ 2,57,909
Kotak Bluechip Fund 4.16%₹ 10,415 4.06%₹ 10,405 11.44%₹ 11,144 7.33%₹ 10,733 15.27%₹ 12,972 19.87%₹ 14,390 13.46%₹ 27,447 16.41%₹ 15,788 19.84%₹ 48,178 12.51%₹ 18,036 16.25%₹ 90,105 13.65%₹ 35,964 13.99%₹ 2,49,265
Mirae Asset Large Cap Fund 4.45%₹ 10,445 5.02%₹ 10,502 11.32%₹ 11,131 7.93%₹ 10,793 15.36%₹ 12,978 19.80%₹ 14,373 13.65%₹ 27,497 15.33%₹ 15,350 19.50%₹ 47,947 12.10%₹ 17,710 15.66%₹ 88,803 16.31%₹ 45,346 15.57%₹ 2,71,424
ICICI Prudential Bluechip Fund 4.25%₹ 10,424 6.26%₹ 10,625 13.69%₹ 11,368 12.46%₹ 11,245 19.91%₹ 13,260 23.85%₹ 15,365 17.76%₹ 28,585 17.64%₹ 16,294 22.94%₹ 50,300 12.60%₹ 18,105 17.25%₹ 92,341 14.61%₹ 39,126 14.80%₹ 2,60,351

Portfolio Holdings

Portfolio holdings pattern of HSBC Large Cap Equity Fund as on 01 Dec 2022 are listed below:

  • Equity Holdings:

    97.29%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.71%

Top Sector Holdings of HSBC Large Cap Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 27.38% ₹ 217.13 Cr.
Computers - Software 15.21% ₹ 120.58 Cr.
Engineering, designing, construction 6.57% ₹ 52.14 Cr.
Passenger/Utility vehicles 5.26% ₹ 41.76 Cr.
Refineries/Marketing 5.23% ₹ 41.44 Cr.
Others 40.35% -

Top Stock Holdings of HSBC Large Cap Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 9.52% ₹ 75.51 Cr.
ICICI Bank Ltd. 9.05% ₹ 71.80 Cr.
HDFC Bank Ltd. 8.39% ₹ 66.57 Cr.
Larsen & Toubro Ltd. 6.57% ₹ 52.14 Cr.
State Bank Of India 5.23% ₹ 41.44 Cr.
Others 61.24% -

Other Holdings

Holding TypeHolding Percentage
Reverse Repo 2.12%
TREPS 1.05%
Net Receivables -0.46%