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HSBC Large Cap Equity Fund

HSBC Large Cap Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

11.59

as on 18 May 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,905 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

  • ₹ 284.924

    as on 18 May 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 ₹ 284.924 as on 18 May 2022.

This fund has 19 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 -4.91% -3.21% -5.98% 12.71% 40.29% 16.16% 13.22% 16.97% -2.77% 19.65% 17.34% 13.81% 14.66%
Category Average -6.11% -6.68% -10.51% 6.31% 31.98% 12.44% 9.93% 13.45% -9.33% 12.14% 13.81% 11.25% 11.83%
HSBC Large Cap Equity Fund -7.15%₹ 9,284 -9.31%₹ 9,069 -12.28%₹ 8,771 3.02%₹ 10,301 -13.34%₹ 11,121 30.06%₹ 16,915 8.47%₹ 26,143 11.59%₹ 13,905 11.34%₹ 42,655 9.62%₹ 15,829 10.01%₹ 77,172 12.47%₹ 32,403 11.01%₹ 2,12,497
UTI Mastershare Unit Scheme -6.45%₹ 9,355 -7.20%₹ 9,279 -12.02%₹ 8,798 7.18%₹ 10,717 -9.86%₹ 11,354 34.57%₹ 18,107 13.33%₹ 27,399 14.48%₹ 15,015 15.65%₹ 45,383 11.36%₹ 17,133 12.86%₹ 82,837 13.95%₹ 36,923 12.60%₹ 2,31,270
Canara Robeco Blue Chip Equity Fund -5.59%₹ 9,441 -7.68%₹ 9,231 -10.88%₹ 8,911 4.82%₹ 10,481 -10.77%₹ 11,293 30.70%₹ 17,083 10.80%₹ 26,742 15.97%₹ 15,610 14.78%₹ 44,821 12.89%₹ 18,342 13.81%₹ 84,792 14.34%₹ 38,222 13.41%₹ 2,41,525
Kotak Bluechip Fund -5.75%₹ 9,425 -6.33%₹ 9,367 -10.66%₹ 8,933 7.06%₹ 10,706 -9.27%₹ 11,393 35.01%₹ 18,227 13.18%₹ 27,360 14.80%₹ 15,140 15.59%₹ 45,346 11.12%₹ 16,944 12.92%₹ 82,961 14.23%₹ 37,866 12.75%₹ 2,33,185
Mirae Asset Large Cap Fund -6.16%₹ 9,383 -6.44%₹ 9,355 -10.00%₹ 9,000 7.62%₹ 10,762 -8.79%₹ 11,425 35.05%₹ 18,239 12.94%₹ 27,299 13.22%₹ 14,524 14.72%₹ 44,788 11.66%₹ 17,362 12.41%₹ 81,906 16.97%₹ 47,992 14.66%₹ 2,58,251
ICICI Prudential Bluechip Fund -5.90%₹ 9,409 -6.18%₹ 9,382 -7.91%₹ 9,209 10.44%₹ 11,043 -4.14%₹ 11,731 36.57%₹ 18,650 16.66%₹ 28,274 14.06%₹ 14,847 17.14%₹ 46,352 11.66%₹ 17,363 13.27%₹ 83,669 15.02%₹ 40,568 13.34%₹ 2,40,592

Portfolio Holdings

Portfolio holdings pattern of HSBC Large Cap Equity Fund as on 20 May 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%