Hsbc Large And Mid Cap Equity Fund Growth Direct | Pros & Cons NAV(14.93)

Hsbc Large And Mid Cap Equity Fund Growth Direct

Equity: Large and Mid Cap

Fund Information

Objective

To seek long term capital growth through investments in both large cap and mid cap stocks.

Very High Risk

Nifty Largemidcap 250

Benchmark

2019-03-28

Launched On

Type

Min SIP

5000

Min Investment

523

AUM in Crores

0.79

Expense Ratio

1.00

Exit Load

HSBC Asset Management (India) Private Ltd.

Fund House

Neelotpal Sahai, Amaresh Mishra

Fund Managers

Hsbc Large And Mid Cap Equity Fund Direct Pros & Cons

Pros

    Cons

    • Higher Expense Ratio
    • Hsbc Large And Mid Cap Equity Fund Growth Direct is ranking 49th in last 5 years

    Average Returns

    Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
    Hsbc Large And Mid Cap Equity Fund Growth Direct 
    20.34
    Nifty Largemidcap 250
    20.1921.9315.8813.3715.8412.89

    Hsbc Large And Mid Cap Equity Fund Direct Rolling Returns

    Fund Name3 Year (%)5 Year (%)
    AverageMaxMinAverageMaxMin
    Hsbc Large And Mid Cap Equity Fund Growth Direct 
    Nifty Largemidcap 250
    12.4437.59-12.3113.2824.76-1.5

    Risk Parameters

    Fund NameMeanStdSharpeBetaAlpha
    Hsbc Large And Mid Cap Equity Fund Growth Direct 
    -----
    Nifty Largemidcap 250
    -----
    Risk Parameters are calculated for the last 3 years data.

    Calender Year Returns

    Performance

    Best PerformanceWorst Performance
    PeriodReturnsPeriodReturns
    Week2020-04-03 - 2020-04-10
    12.08
    2020-03-16 - 2020-03-23
    -18.3
    Month2020-03-23 - 2020-04-23
    18.84
    2020-02-24 - 2020-03-24
    -33.85
    Quarter2020-03-23 - 2020-07-23
    36.3
    2019-12-04 - 2020-04-04
    -29.32
    Year2020-03-23 - 2021-03-23
    89.1
    2019-04-05 - 2020-04-05
    -25.82

    Portfolio

    Stock NameSector% of Total Holdings
    HDFC Bank Ltd.Financials7.4
    ICICI Bank Ltd.Financials7.38
    Infosys Ltd.Technology4.93
    Axis Bank Ltd.Financials4.69
    State Bank Of IndiaFinancials3.15
    Hindustan Unilever Ltd.FMCG2.83
    Cholamandalam Investment and Finance Company Ltd.Financials2.68
    Reliance Industries Ltd.Energy2.43
    Bajaj Finance Ltd.Financials2.36
    Balkrishna Industries Ltd.Automobile and Ancillaries2.26
    Voltas Ltd.Consumer Durables2.26
    Dalmia Bharat Ltd.Construction2.24
    Larsen & Toubro Ltd.Infrastructure2.24
    Supreme Industries Ltd.Consumer Durables2.1
    SRF Ltd.Diversified2.1
    Housing Development Finance Corporation Ltd.Financials1.99
    Mphasis Ltd.Technology1.9
    Dixon Technologies (India) Ltd.Consumer Durables1.85
    Polycab India Ltd.Capital Goods1.77
    HCL Technologies Ltd.Technology1.71
    Sundram Fasteners Ltd.Miscellaneous1.7
    Ashok Leyland Ltd.Automobile and Ancillaries1.69
    Tata Motors Ltd.Automobile and Ancillaries1.65
    Asian Paints Ltd.Chemicals1.63
    JK Cement Ltd.Construction1.61
    Tata Consumer Products Ltd.FMCG1.56
    Page Industries Ltd.Textile1.5
    Honeywell Automation India Ltd.Consumer Durables1.42
    Ipca Laboratories Ltd.Healthcare1.42
    Max Financial Services Ltd.Financials1.37
    Dr. Lal Pathlabs Ltd.Healthcare1.24
    KEI Industries Ltd.Capital Goods1.14
    JB Chemicals & Pharmaceuticals Ltd.Healthcare1.13
    Mahindra & Mahindra Ltd.Automobile and Ancillaries1.12
    Apollo Tyres Ltd.Automobile and Ancillaries1.08
    Gland Pharma Ltd.Healthcare1.05
    Sun Pharmaceutical Industries Ltd.Healthcare1.04
    Dr. Reddy's Laboratories Ltd.Healthcare1.04
    Tata Consultancy Services Ltd.Technology1.02
    Aarti Industries Ltd.Chemicals1
    Phoenix Mills Ltd.Construction1
    AIA Engineering Ltd.Capital Goods0.98
    Kotak Mahindra Bank Ltd.Financials0.94
    Kajaria Ceramics Ltd.Construction0.94
    Birla Corporation Ltd.Diversified0.93
    Whirlpool Of India Ltd.Consumer Durables0.84
    Maruti Suzuki India Ltd.Automobile and Ancillaries0.83
    Alkem Laboratories Ltd.Healthcare0.76
    Max Healthcare Institute Ltd.Healthcare0.76
    Tata Steel Ltd.Metals0.75
    Prestige Estates Projects Ltd.Construction0.75
    Atul Ltd.Chemicals0.67
    Navin Fluorine International Ltd.Chemicals0.66
    Coromandel International Ltd.Chemicals0.59
    DLF Ltd.Construction0.39
    Bharti Airtel Ltd.Media and Communications0.26
    ICICI BankFinancial6.7
    HDFC BankFinancial6.25
    InfosysTechnology5.45
    Axis BankFinancial4.25
    State Bank of IndiaFinancial3.64
    Bajaj FinanceFinancial2.79
    SRFDiversified2.7
    Larsen & ToubroConstruction2.43
    Reliance IndustriesEnergy2.41
    MphasisTechnology2.38
    Hindustan UnileverFMCG2.17
    VoltasConsumer Durable2.17
    Dalmia BharatConstruction2.01
    Polycab IndiaEngineering1.97
    HCL TechnologiesTechnology1.96
    CoforgeTechnology1.91
    Dixon TechnologiesEngineering1.68
    Balkrishna IndustriesAutomobile1.65
    Tata MotorsAutomobile1.63
    Cholamandalam Investment & Finance CompanyFinancial1.62
    Asian PaintsChemicals1.58
    Supreme IndustriesChemicals1.56
    Kei IndustriesEngineering1.42
    Ipca LaboratoriesHealthcare1.38
    Max Financial ServicesFinancial1.36
    ICICI BankFinancial7.44
    HDFC BankFinancial6.21
    InfosysTechnology5.42
    State Bank of IndiaFinancial4.47
    Axis BankFinancial4.12
    Larsen & ToubroConstruction3.04
    Bajaj FinanceFinancial2.69
    MphasisTechnology2.48
    Reliance IndustriesEnergy2.43
    Tata MotorsAutomobile2.36
    SRFDiversified2.23
    VoltasConsumer Durable2.14
    Hindustan UnileverFMCG1.92
    Dalmia BharatConstruction1.92
    CoforgeTechnology1.77
    Cholamandalam Investment & Finance CompanyFinancial1.76
    Polycab IndiaEngineering1.73
    Tech MahindraTechnology1.67
    Balkrishna IndustriesAutomobile1.6
    Dixon TechnologiesEngineering1.53
    Asian PaintsChemicals1.51
    Kei IndustriesEngineering1.4
    Supreme IndustriesChemicals1.38
    Page IndustriesTextiles1.37
    Ashok LeylandAutomobile1.36

    AUM Yearly

    YearScheme Total AumCategory Total Aum
    2021483.910.00
    2020528.410.00
    2019679.0956920.19

    Hsbc Large And Mid Cap Equity Fund Direct Details

    Hsbc Large And Mid Cap Equity Fund Growth Direct is a mutual fund scheme launched by HSBC Asset Management (India) Private Ltd..This fund has been launched on 2019-03-28. Hsbc Large And Mid Cap Equity Fund Growth Direct currently has 523 crores of assets under management (AUM) and has an expense ratio of 0.79 which is higher than what most other Large Cap funds charge.


    Hsbc Large And Mid Cap Equity Fund Growth Direct has given returns of 20.34% in the last 1 year and % in the last 3 years. And since launch the fund has given 17.61% returns.


    This fund invests in companies which are fundamentally strong and having growth potential.


    Min sip to invest in this fund is Rs. and lumpsum investment is Rs.5000.

    The top holdings of the fund are HDFC Bank Ltd. , ICICI Bank Ltd. , Infosys Ltd. , Axis Bank Ltd. , State Bank Of India

    Frquently Asked Questions

    1. What is the NAV of Hsbc Large And Mid Cap Equity Fund Direct?

    The current Net Asset Value (NAV) of the Hsbc Large And Mid Cap Equity Fund Direct is 14.93

    2. Hsbc Large And Mid Cap Equity Fund Direct Rolling Returns

    The 3 year rolling returns of the Hsbc Large And Mid Cap Equity Fund Direct:

    • Mean : %
    • Max : %
    • Min : %

    3. How do I invest in Hsbc Large And Mid Cap Equity Fund Direct?

    1. Click here Invest Now
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    3. Invest and enjoy the returns

    Hsbc Large And Mid Cap Equity Fund Growth Direct



    Investment Duration 3 years

    Disclaimer

    Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.