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HSBC Large & Mid Cap Fund Direct dividend payout
Equity • Large and Mid Cap • Direct dividend payout
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Large and Mid Cap
Direct dividend payout
Launched On
28 Mar 2019
7 years ago
Lock-in Period
No lock-in
NAV
as of 02 Apr 2026
₹19.16
-0.1746% (0.00)
AUM
₹4,603 Cr
Expense ratio
0.79%
Benchmark
Nifty LargeMidcap 250
Fund Plan
Annually
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 1Y
1%
If units sold after 1Y
0%
Distribution
Asset split
Market capital
Equity98.43%
Cash1.59%
What's in this fund?
Sectors
Holdings
Financial Services
Industrials
Consumer Cyclical
Healthcare
Basic Materials
Fund House
HSBC
Inc: 31 Mar 1997 • Total AUM: ₹1,30,964 Cr • Rank #16HSBC Mutual Fund, started in 2002, has HSBC Securities and Capital Markets (India) Private Limited (HSCI) as its sponsor. The fund house is headed by Kailash Kulkarni as the CEO. As of 31 March 2024, it has an AUM of ₹1,09,766 Cr.
Fund Managers
Cheenu Gupta
Experience: 4.75 yrs • Total AUM: 1,25,727 Cr
Mayank Chaturvedi
Experience: yrs • Total AUM: 5,18,560 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
Invesco India large & mid cap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
24.51%
Expense ratio
0.6%
Returns vs category
Risk vs category
Kotak Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
19.76%
Expense ratio
0.55%
Returns vs category
Risk vs category
HDFC Large and Mid Cap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
19.65%
Expense ratio
0.86%
Returns vs category
Risk vs category
SBI Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
17.94%
Expense ratio
0.72%
Returns vs category
Risk vs category
Mirae Asset Large & Midcap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
17.64%
Expense ratio
0.57%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.