431.94
NAV (Apr 26,2024)

The HSBC Large Cap Fund - Growth is a well-established mutual fund with an expense ratio of 2.15%. It has a high P/E ratio of 38.60 and a PB ratio of 6.26, indicating potential growth in the large-cap companies it invests in. The scheme's AUM (assets under management) stands at INR 1678.16 crore. The minimum investment required for this fund is INR 5000, and there is no lock-in period. This fund has been in operation since December 10, 2002.

Hsbc Large Cap Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Hsbc Large Cap Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    39.52
  • P/B Ratio
    UM_URBAN_MONEY

    6.23
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.97
  • Sharpe
    UM_URBAN_MONEY

    0.17
  • Sortino
    UM_URBAN_MONEY

    0.29

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.16%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

1759.39 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,848.01 (8.48%)12,422.41 (24.22%)13,712.66 (37.13%)16,515.66 (65.16%)20,697.66 (106.98%)
32,544.03 (8.48%)37,267.23 (24.22%)41,137.98 (37.13%)49,546.98 (65.16%)62,092.98 (106.98%)
54,240.05 (8.48%)62,112.05 (24.22%)68,563.3 (37.13%)82,578.3 (65.16%)1,03,488.3 (106.98%)
86,784.08 (8.48%)99,379.28 (24.22%)1,09,701.28 (37.13%)1,32,125.28 (65.16%)1,65,581.28 (106.98%)
1,08,480.1 (8.48%)1,24,224.1 (24.22%)1,37,126.6 (37.13%)1,65,156.6 (65.16%)2,06,976.6 (106.98%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Limited8.64%
  • Reliance Industries Limited8.02%
  • ICICI Bank Limited7.46%
  • Larsen & Toubro Limited6.42%
  • Infosys Limited4.26%
  • Oil & Natural Gas Corporation Limited4.11%
  • DLF Limited4.08%
  • Axis Bank Limited3.27%
  • Sun Pharmaceutical Industries Limited2.99%
  • UltraTech Cement Limited2.77%
  • NTPC Limited2.67%
  • Bharti Airtel Limited2.62%
  • ITC Limited2.43%
  • Asian Paints Limited2.43%
  • Phoenix Mills Limited2.37%
  • Sundaram Finance Limited2.35%
  • Shriram Finance Limited2.35%
  • Tata Motors Limited2.26%
  • Zomato Limited2.07%
  • Jindal Steel & Power Limited1.93%
  • Multi Commodity Exchange of India Limited1.90%
  • Lupin Limited1.84%
  • Tech Mahindra Limited1.77%
  • IndusInd Bank Limited1.77%
  • Wipro Limited1.64%
  • Mankind Pharma Limited1.63%
  • Titan Company Limited1.62%
  • Varun Beverages Limited1.59%
  • Escorts Kubota Limited1.58%
  • Treps1.25%
  • Bharat Electronics Limited1.15%
  • Zydus Lifesciences Limited1.13%
  • Trent Limited1.12%
  • Apollo Hospitals Enterprise Limited1.08%
  • Delhivery Limited1.01%
  • TVS Motor Company Limited0.92%
  • Cholamandalam Investment & Finance Company Limited0.66%
  • Avenue Supermarts Limited0.64%
  • Page Industries Limited0.39%
  • Net Current Assets including cash & bank balances-0.20%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Quant Large Cap Fund - Regular Plan - GrowthQuant Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

38.31%

Tata Large Cap Fund - Regular Plan - GrowthTata Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

22.41%

ITI Large Cap Fund - Regular Plan - GrowthITI Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

18.39%

Bandhan Large Cap Fund - Regular Plan - GrowthBandhan Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.55%

Groww Largecap Fund - Regular Plan - GrowthGroww Largecap Fund - Regular Plan - Growth

EQUITY

Very High

17.02%

Invesco India Largecap Fund - GrowthInvesco India Largecap Fund - Growth

EQUITY

Very High

16.16%

Mirae Asset Large Cap Fund - Regular Plan - GrowthMirae Asset Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

14.92%

Kotak Bluechip Fund - IDCWKotak Bluechip Fund - IDCW

EQUITY

Very High

14.12%

Mahindra Manulife Large Cap Fund - Regular Plan - GrowthMahindra Manulife Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.72%

DSP Top 100 Equity Fund - Regular Plan - GrowthDSP Top 100 Equity Fund - Regular Plan - Growth

EQUITY

Very High

13.23%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Baroda BNP Paribas Large Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

41.41%

Taurus Large Cap Fund - Regular Plan - GrowthTaurus Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

38.85%

Nippon India Large Cap Fund - GrowthNippon India Large Cap Fund - Growth

EQUITY

Very High

36.42%

Bandhan Large Cap Fund - Regular Plan - GrowthBandhan Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

33.26%

Union Largecap Fund - Regular Plan - GrowthUnion Largecap Fund - Regular Plan - Growth

EQUITY

Very High

27.63%

Aditya Birla Sun Life Frontline Equity Fund - GrowthAditya Birla Sun Life Frontline Equity Fund - Growth

EQUITY

Very High

27.49%

PGIM India Large Cap Fund - GrowthPGIM India Large Cap Fund - Growth

EQUITY

Very High

26.12%

Mirae Asset Large Cap Fund - Regular Plan - GrowthMirae Asset Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.87%

Kotak Bluechip Fund - IDCWKotak Bluechip Fund - IDCW

EQUITY

Very High

25.84%

Franklin India Bluechip Fund - GrowthFranklin India Bluechip Fund - Growth

EQUITY

Very High

25.45%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

JM Large Cap Fund - Regular Plan - GrowthJM Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

18.82%

Sundaram Large Cap Fund - Regular Plan - GrowthSundaram Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

16.14%

Kotak Bluechip Fund - IDCWKotak Bluechip Fund - IDCW

EQUITY

Very High

15.69%

Taurus Large Cap Fund - Regular Plan - GrowthTaurus Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.38%

Bandhan Large Cap Fund - Regular Plan - GrowthBandhan Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.16%

UTI Large Cap Fund - Regular Plan - IDCWUTI Large Cap Fund - Regular Plan - IDCW

EQUITY

Very High

14.52%

PGIM India Large Cap Fund - GrowthPGIM India Large Cap Fund - Growth

EQUITY

Very High

13.83%

Franklin India Bluechip Fund - GrowthFranklin India Bluechip Fund - Growth

EQUITY

Very High

13.35%

Axis Bluechip Fund - Regular Plan - GrowthAxis Bluechip Fund - Regular Plan - Growth

EQUITY

Very High

13.27%

LIC MF Large Cap Fund - Regular Plan - GrowthLIC MF Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

11.66%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Bluechip Fund - GrowthICICI Prudential Bluechip Fund - Growth

EQUITY

Very High

18.09%

Canara Robeco Bluechip Equity Fund - Regular Plan - GrowthCanara Robeco Bluechip Equity Fund - Regular Plan - Growth

EQUITY

Very High

17.09%

HDFC Top 100 Fund - GrowthHDFC Top 100 Fund - Growth

EQUITY

Very High

16.43%

Edelweiss Large Cap Fund - Regular Plan - GrowthEdelweiss Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

16.31%

Invesco India Largecap Fund - GrowthInvesco India Largecap Fund - Growth

EQUITY

Very High

15.82%

Tata Large Cap Fund - Regular Plan - GrowthTata Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.53%

Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted)Sundaram Large Cap Fund - Regular Plan - Growth (Adjusted)

EQUITY

Very High

15.39%

UTI Large Cap Fund - Regular Plan - IDCWUTI Large Cap Fund - Regular Plan - IDCW

EQUITY

Very High

14.82%

Mirae Asset Large Cap Fund - Regular Plan - GrowthMirae Asset Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.82%

Groww Largecap Fund - Regular Plan - GrowthGroww Largecap Fund - Regular Plan - Growth

EQUITY

Very High

13.24%

Fund Managers

NS

Mr. Neelotpal SahaiSenior Vice President and Senior Fund Manager - Equities

Mr. Neelotpal Sahai has over 18 years of experience in research and Fund Management. He is Senior Fund Maanger in HSBC AMC since April 2013 till date. Previously he has worked with IDFC Asset Management Company Ltd., Motilal Oswal Securities Ltd., Infosys Ltd., Vickers Ballas Securities Ltd., SBC Warburg and UTI Securities Ltd.

GB

Mr. Gautam BhupalVice President - Investment Management

Over 11 years of experiences in areas of Research and Fund Management.

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