Sandbox
HSBC Large & Mid Cap Fund - Regular Growth
Category: Equity: Large and Mid Cap
Launch Date: 03-03-2019
AUM:
₹ 4,657.66 Cr
Expense Ratio
1.89%
Benchmark
NIFTY Large Midcap 250 TRI
ISIN
INF336L01NY9
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
FM 1 -Cheenu Gupta FM 2 - Abhishek Gupta
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| HSBC Large & Mid Cap Fund - Regular Growth | 2.53 | 20.15 | 16.59 |
| NIFTY LARGE MIDCAP 250 TRI | 10.35 | 19.2 | 18.21 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
26.8143
Last change
-0.02 (-0.0589%)
Fund Size (AUM)
₹ 4,657.66 Cr
Performance
15.66% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks long term capital growth through investments in both large cap and mid cap stocks.
Fund Manager
FM 1 -Cheenu Gupta FM 2 - Abhishek Gupta
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| ZOMATO LIMITED EQ | 5.1 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.96 |
| FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/- | 4.25 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 3.69 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.37 |
| Bajaj Finance Limited | 3.0 |
| ASHOK LEYLAND LIMITED EQ NEW FV RE.1/- | 2.95 |
| GE T&D INDIA LIMITED EQ NEW RS. 2/- | 2.95 |
| Billionbrains Garage Ventures Ltd. | 2.89 |
| PB FINTECH LIMITED EQ NEW FV RS. 2/- | 2.86 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 37.52 |
| Capital Goods | 14.9 |
| Consumer Services | 12.09 |
| Automobile and Auto Components | 6.54 |
| Consumer Durables | 5.64 |
| Healthcare | 4.78 |
| Information Technology | 4.14 |
| Telecommunication | 3.97 |
| Construction | 3.69 |
| Services | 1.71 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| HSBC Large and Mid Cap Gr | 16.59 |
| SBI Large & MidCap Reg Gr | 18.59 |
| ICICI Pru Large & MidCap Gr | 21.52 |
| Helios Large & Mid Cap Fund Reg Gr | 0.0 |
| Mirae Asset Large & Midcap Fund Reg Plan Gr | 15.95 |
| Whiteoak Capital Large & Mid Cap Reg Gr | 0.0 |
| Bandhan Large & Mid Cap Reg Gr | 20.42 |
| Kotak Large & Midcap Fund Gr Reg | 17.82 |
| UTI Large & Mid Cap Fund Reg Gr | 20.31 |
| DSP Large & Mid Cap Reg Gr | 17.88 |