Hsbc Large N Mid Cap Fund Regular Plan Growth

26.39
NAV (Jul 25,2024)

The HSBC Large & Mid Cap Fund - Regular Plan - Growth is a mutual fund that focuses on investing in a mix of large and mid-cap stocks. With an expense ratio of 2.01%, it aims to provide growth opportunities to investors. The fund has a PE ratio of 54.89 and a PB ratio of 9.77, indicating potential value and growth potential. The scheme has an AUM (Assets Under Management) of INR 2589.84 crore, with a minimum investment requirement of INR 5000. The fund does not have a lock-in period and was established on March 28, 2019.

Hsbc Large N Mid Cap Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Hsbc Large N Mid Cap Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    68.07
  • P/B Ratio
    UM_URBAN_MONEY

    13.27
  • Alpha
    UM_URBAN_MONEY

    -0.00
  • Beta
    UM_URBAN_MONEY

    1.15
  • Sharpe
    UM_URBAN_MONEY

    0.13
  • Sortino
    UM_URBAN_MONEY

    0.18

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.95%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

3382.74 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 Jul 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 %)

11,340.79 (13.41%)12,729.88 (27.30%)14,661.25 (46.61%)17,789.32 (77.89%)27,751.79 (177.52%)
34,022.37 (13.41%)38,189.64 (27.30%)43,983.75 (46.61%)53,367.96 (77.89%)83,255.37 (177.52%)
56,703.95 (13.41%)63,649.4 (27.30%)73,306.25 (46.61%)88,946.6 (77.89%)1,38,758.95 (177.52%)
90,726.32 (13.41%)1,01,839.04 (27.30%)1,17,290 (46.61%)1,42,314.56 (77.89%)2,22,014.32 (177.52%)
1,13,407.9 (13.41%)1,27,298.8 (27.30%)1,46,612.5 (46.61%)1,77,893.2 (77.89%)2,77,517.9 (177.52%)

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

  • Trent Limited3.56%
  • Bharat Electronics Limited2.74%
  • CG Power and Industrial Solutions Limited2.70%
  • Suzlon Energy Limited2.62%
  • Bharat Heavy Electricals Limited2.56%
  • Cummins India Limited2.56%
  • ICICI Bank Limited2.50%
  • Larsen & Toubro Limited2.42%
  • JSW Energy Limited2.41%
  • Zomato Limited2.25%
  • Treps2.06%
  • Max Healthcare Institute Limited1.90%
  • HDFC Asset Management Company Limited1.88%
  • Transformers And Rectifiers India Limited1.86%
  • Mahindra & Mahindra Limited1.83%
  • Godrej Properties Limited1.83%
  • Persistent Systems Limited1.77%
  • KPIT Technologies Limited1.76%
  • Zensar Technologies Limited1.75%
  • GE TandD India Limited1.69%
  • Power Finance Corporation Limited1.69%
  • Varun Beverages Limited1.68%
  • Safari Industries India Limited1.68%
  • Blue Star Limited1.68%
  • Polycab India Limited1.68%
  • Timken India Limited1.59%
  • Siemens Limited1.56%
  • Dixon Technologies India Limited1.55%
  • Phoenix Mills Limited1.45%
  • KEI Industries Limited1.44%
  • NTPC Limited1.43%
  • Data Patterns India Limited1.39%
  • Exide Industries Limited1.37%
  • Cholamandalam Investment & Finance Company Limited1.21%
  • Bank of Baroda1.20%
  • Nippon Life India Asset Management Limited1.18%
  • Sobha Limited1.14%
  • The Indian Hotels Company Limited1.08%
  • Tata Motors Limited1.06%
  • REC Limited1.04%
  • Home First Finance Company India Limited1.03%
  • DLF Limited1.03%
  • Prudent Corporate Advisory Services Limited1.02%
  • Federal Bank Limited0.98%
  • Bharti Airtel Limited0.98%
  • Hindustan Aeronautics Limited0.96%
  • ABB India Limited0.91%
  • Bajaj Auto Limited0.90%
  • Triveni Turbine Limited0.89%
  • Lupin Limited0.88%
  • BSE Limited0.87%
  • Reliance Industries Limited0.87%
  • Kaynes Technology India Ltd0.83%
  • Indian Bank0.79%
  • EIH Limited0.77%
  • Engineers India Limited0.75%
  • State Bank of India0.73%
  • HDFC Bank Limited0.73%
  • Dr Reddy s Laboratories Limited0.66%
  • Jio Financial Services Limited0.65%
  • BEML Limited0.65%
  • Mahindra Holidays and Resorts India Limited0.65%
  • Sonata Software Limited0.62%
  • Sundaram Finance Limited0.61%
  • Mankind Pharma Limited0.60%
  • Hindalco Industries Limited0.56%
  • Global Health Limited0.55%
  • NHPC Limited0.55%
  • Shriram Finance Limited0.55%
  • Gland Pharma Limited0.52%
  • Ahluwalia Contracts India Limited0.48%
  • Jupiter Wagons Limited0.48%
  • Eicher Motors Limited0.43%
  • PNC Infratech Limited0.43%
  • Wipro Limited0.35%
  • ZF Commercial Vehicle Control Systems India Ltd0.35%
  • PB Fintech Limited0.24%
  • Tata Power Company Limited0.23%
  • Schaeffler India Limited0.22%
  • ideaForge Technology Limited0.09%
  • Hindustan Petroleum Corporation Limited0.08%
  • Oil & Natural Gas Corporation Limited0.08%
  • Sun Pharmaceutical Industries Limited0.08%
  • Cello World Limited0.07%
  • Infosys Limited0.07%
  • Canara Bank0.06%
  • Container Corporation of India Limited0.06%
  • Union Bank of India0.06%
  • TVS Motor Company Limited0.05%
  • APL Apollo Tubes Limited0.04%
  • Gujarat Fluorochemicals Limited0.04%
  • Cipla Limited0.04%
  • LTIMindtree Limited0.04%
  • IndusInd Bank Limited0.03%
  • Net Current Assets including cash & bank balances0.03%
  • Bikaji Foods International Limited0.02%

Holdings Analysis

Fund Managers

CG

Ms. Cheenu GuptaFund Manager

AG

Mr. Abhishek GuptaFund Manager

Abhishek Gupta has joined Edelweiss Asset Management as the Fund Manager (Equities) and has over 16 years of work experience in Indian Equity markets. Prior to joining Edelweiss, he was associated with Goldman Sachs Asset Management for over a decade. His previous stints also include, Deutsche AMC (India), Baer Capital Partners & Nippon Asset Management formerly known as Reliance Mutual Fund

Get your latest Credit Score, FREE

Compare with similar Funds

HSBC Large & Mid Cap Fund - Regular Plan - Growth

vs

HSBC Large & Mid Cap Fund - Regular Plan - Growth

vs

HSBC Large & Mid Cap Fund - Regular Plan - Growth

vs

HSBC Large & Mid Cap Fund - Regular Plan - Growth

vs

HSBC Large & Mid Cap Fund - Regular Plan - Growth

vs

HSBC Large & Mid Cap Fund - Regular Plan - Growth

vs

HSBC Large & Mid Cap Fund - Regular Plan - Growth

vs

HSBC Large & Mid Cap Fund - Regular Plan - Growth

vs

HSBC Large & Mid Cap Fund - Regular Plan - Growth

vs

HSBC Large & Mid Cap Fund - Regular Plan - Growth

vs

FAQ's

What is the risk level associated with the HSBC Large & Mid Cap Fund - Regular Plan - Growth?

The HSBC Large & Mid Cap Fund - Regular Plan - Growth is a mutual fund that carries a Very High level of risk.

What is the current NAV (Net Asset Value) of the HSBC Large & Mid Cap Fund - Regular Plan - Growth as of Jul 25,2024?

The current NAV of the HSBC Large & Mid Cap Fund - Regular Plan - Growth as of Jul 25,2024 is INR 26.39.

What are the returns generated by the HSBC Large & Mid Cap Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The HSBC Large & Mid Cap Fund - Regular Plan - Growth has delivered strong returns of 48.37% in the past year, 21.52% in the past three years, and 19.62% in the past five years.

What is the expense ratio associated with the HSBC Large & Mid Cap Fund - Regular Plan - Growth?

The HSBC Large & Mid Cap Fund - Regular Plan - Growth has a 1.98% expense ratio.

What is the minimum investment amount required for the HSBC Large & Mid Cap Fund - Regular Plan - Growth?

The minimum investment amount for the HSBC Large & Mid Cap Fund - Regular Plan - Growth is INR 5000.

Is there a systematic investment plan (SIP) available for the HSBC Large & Mid Cap Fund - Regular Plan - Growth?

Yes, you can invest in the HSBC Large & Mid Cap Fund - Regular Plan - Growth with a SIP starting from INR 5000 per month.

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actually is

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertainties

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your