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HSBC Large Cap Equity Fund

HSBC Large Cap Equity Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

20.56

as on 20 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,542 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

  • ₹ 330.407

    as on 20 Oct 2021
  • Regular - Growth

  • 6 / 29

  • ₹ 5,000

  • ₹ 742 Cr.

    as on 20 Oct 2021
  • 2.43%

    since 31 May 2021
  • 03 Dec 2002

  • Equity - Large Cap Fund

  • Nifty 50 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 ₹ 330.407 as on 20 Oct 2021.

This fund has 18 years of track record. Since 31 May 2021 expense ratio of this fund is 2.43%. Ideally you shoulds compare this fund with the benchmark Nifty 50 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 Moderately 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 7.00% 18.37% 35.21% 69.39% 28.60% 24.99% 18.75% 18.39% 61.53% 45.68% 33.12% 22.84% 18.89%
Category Average 4.49% 14.92% 27.83% 53.55% 24.35% 20.77% 14.48% 14.64% 49.48% 40.61% 28.88% 19.40% 15.67%
HSBC Large Cap Equity Fund 4.57%₹ 10,456 14.28%₹ 11,427 26.02%₹ 12,601 48.58%₹ 14,857 44.02%₹ 14,694 23.64%₹ 15,314 38.30%₹ 34,228 20.56%₹ 17,542 27.87%₹ 53,790 14.49%₹ 19,680 18.94%₹ 96,203 13.50%₹ 35,526 15.07%₹ 2,64,102
Canara Robeco Blue Chip Equity Fund 3.42%₹ 10,342 13.81%₹ 11,380 26.03%₹ 12,602 51.28%₹ 15,127 46.55%₹ 14,841 28.60%₹ 16,573 41.11%₹ 35,032 24.99%₹ 19,551 31.76%₹ 56,662 17.67%₹ 22,565 22.84%₹ 1,05,741 15.82%₹ 43,494 17.34%₹ 2,98,515
Mirae Asset Large Cap Fund 4.53%₹ 10,453 15.21%₹ 11,521 28.93%₹ 12,893 53.67%₹ 15,367 51.62%₹ 15,132 26.15%₹ 15,944 42.66%₹ 35,475 21.78%₹ 18,078 30.30%₹ 55,573 17.03%₹ 21,961 21.14%₹ 1,01,492 18.39%₹ 54,160 18.89%₹ 3,24,414
Kotak Bluechip Fund 3.86%₹ 10,385 14.95%₹ 11,495 28.15%₹ 12,814 54.50%₹ 15,450 51.04%₹ 15,099 27.69%₹ 16,336 43.65%₹ 35,761 23.51%₹ 18,863 31.78%₹ 56,681 15.64%₹ 20,688 21.34%₹ 1,01,985 15.21%₹ 41,236 16.64%₹ 2,87,324
Axis Bluechip Fund 2.77%₹ 10,277 15.04%₹ 11,503 27.72%₹ 12,772 49.75%₹ 14,975 45.83%₹ 14,799 23.76%₹ 15,342 38.06%₹ 34,161 24.52%₹ 19,330 29.43%₹ 54,928 18.75%₹ 23,622 22.52%₹ 1,04,927 16.97%₹ 47,998 17.97%₹ 3,08,721
UTI Mastershare Unit Scheme 4.25%₹ 10,424 16.41%₹ 11,641 28.14%₹ 12,814 56.38%₹ 15,638 52.17%₹ 15,164 28.31%₹ 16,497 43.99%₹ 35,860 22.34%₹ 18,329 31.48%₹ 56,452 15.87%₹ 20,896 21.29%₹ 1,01,868 14.82%₹ 39,870 16.43%₹ 2,84,132

Portfolio Holdings

Portfolio holdings pattern of HSBC Large Cap Equity Fund as on 21 Oct 2021 are listed below:

  • Equity Holdings:

    97.90%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.10%

Top Sector Holdings of HSBC Large Cap Equity Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 30.74% ₹ 227.97 Cr.
Computers - Software 17.56% ₹ 130.29 Cr.
Refineries/Marketing 7.11% ₹ 52.77 Cr.
Cement 4.95% ₹ 36.76 Cr.
Passenger/Utility vehicles 4.31% ₹ 31.92 Cr.
Others 35.33% -

Top Stock Holdings of HSBC Large Cap Equity Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 9.91% ₹ 73.51 Cr.
ICICI Bank Ltd. 9.36% ₹ 69.40 Cr.
HDFC Bank Ltd. 9.09% ₹ 67.41 Cr.
Reliance Industries Ltd. 7.11% ₹ 52.77 Cr.
Tata Consultancy Services Ltd. 6.99% ₹ 51.86 Cr.
Others 57.54% -

Other Holdings

Holding TypeHolding Percentage
Reverse Repo 1.79%
TREPS 0.43%
Net Receivables -0.12%