swaraj_finpro

HSBC Large & Mid Cap Fund - Regular Growth

Fund House:
HSBC Mutual Fund
Category:
Equity: Large and Mid Cap
Status:
Open Ended Schemes
Launch Date:
03-03-2019
ISIN Number:
INF336L01NY9
Minimum Investment:
5000
Minimum SIP:
1000
Total Assets: (29-11-2024):
3947.02
Nav (20-12-2024)
28.3463
CAGR Since Inception:
20.02
Benchmark:
NIFTY Large Midcap 250 TRI
Expense Ratio (30-11-2024)::
1.92 %
Risko-Meter:
Very High
Exit Load:
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
HSBC Large & Mid Cap Fund - Regular Growth 42.41 33.75 22.78 22.18 0
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 49.54 41.14 29.36 26.87 0
Invesco India Large & Mid Cap Fund - Growth 42.2 33.71 24.1 21.58 16.11
BANDHAN Core Equity Fund - Regular Plan - Growth 33.06 31.13 25.24 23.25 15.84
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 31.59 29.66 22.87 23.38 14.18
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 31.32 27.35 19.77 0 0
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 30.71 25.62 18.15 19.11 0
Nippon India Vision Fund-Growth Plan-Growth Option 30.17 28.7 22 21.22 12.83
Canara Robeco Emerging Equities - Regular Plan - Growth Option 29.89 23.76 17.36 21.28 16.67
Axis Growth Opportunities Fund - Regular Plan - Growth 28.63 26.93 16.01 21.76 0
Fund Manager
Cheenu Gupta, Abhishek Gupta:
Scheme Objective
The scheme seeks long term capital growth through investments in both large cap and mid cap stocks.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On HSBC Large & Mid Cap Fund - Regular Growth NIFTY 50 TRI Equity: Large and Mid Cap
CAGR since inception 20.02% 13.95% 15.92%
1 Year 42.41% 12.84% 27.50%
3 Year 22.78% 13.73% 19.64%
5 Year 22.18% 15.28% 21.12%
10 Year 0.00% 12.46% 14.91%
Nav / Index Value as on2024-12-22 3,947.02% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others -0.26
Cash & Cash Equivalents 2.27
Equity 97.99
Company Holding
ZOMATO LIMITED 4.79
TRENT LIMITED 4.54
SUZLON ENERGY LIMITED 3.15
CG POWER AND INDUSTRIAL SOLUTIONS LIMITED 3.04
TRANSFORMERS AND RECTIFIERS (INDIA) LTD 3.03
GE T&D INDIA LIMITED 2.86
HDFC ASSET MANAGEMENT COMPANY LTD 2.66
PB FINTECH LIMITED 2.58
BSE LIMITED 2.47
JSW ENERGY LIMITED 2.43
FAQ's of HSBC Large & Mid Cap Fund - Regular Growth
How do I use the SIP Calculator to calculate HSBC Mutual Fund ?

To calculate the HSBC Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
You can also search for.
HSBC Large & Mid Cap Fund - Regular Growth plan
HSBC Large & Mid Cap Fund - Regular Growth nav
HSBC Large & Mid Cap Fund - Regular Growth equity fund
HSBC Large & Mid Cap Fund - Regular Growth schemes
HSBC Large & Mid Cap Fund - Regular Growth returns
HSBC Large & Mid Cap Fund - Regular Growth statement
HSBC Large & Mid Cap Fund - Regular Growth