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HSBC Large Cap Equity Fund - Dividend

(Erstwhile HSBC Equity Fund - Dividend)

Category: Equity: Large Cap
Launch Date: 10-12-2002
Asset Class: Equity
Benchmark: Nifty 50 TRI
Expense Ratio: 2.21% As on (31-07-2018)
Status: Open Ended Schemes(Equity Scheme - Large Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 729.82 Cr As on (31-07-2018)
Turn over: 81%
NAV as on 17-08-2018

31.6004

0.31 (0.9747%)

CAGR Since Inception

20.05%

Nifty 50 TRI 14.16%

PERFORMANCE of HSBC Large Cap Equity Fund - Dividend

Scheme Performance (%)

Data as on - 17-08-2018

Yearly Performance (%)

Fund Managers

Mr. Neelotpal Sahai

Mr. Sahai is a B.Tech from IT BHU and PGDM from IIM Prior to joining HSBC AMC he has worked with IDFC Investment Advisors.

Investment Objective

The scheme seeks to generate long-term capital growth from a diversified portfolio of equity and equity related securities of companies across a range of market capitalisations, with a preference for medium and large companies.

RETURNS CALCULATOR for HSBC Large Cap Equity Fund - Dividend

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of HSBC Large Cap Equity Fund - Dividend

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HSBC Large Cap Equity Fund - Dividend 14.33 0.62 1.74 1.09 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of HSBC Large Cap Equity Fund - Dividend

Period
Data as on - 17-08-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HSBC Large Cap Equity Fund - Dividend 10-12-2002 10.29 14.4 10.47 16.7 9.14
Axis Bluechip Fund - Growth 05-01-2010 21.99 19.53 12.63 18.97 0.0
Edelweiss Large Cap Fund - Regular Plan - Growth option 20-05-2009 19.51 16.19 11.39 18.78 0.0
Edelweiss Large Cap Fund -Plan C - Growth option 20-05-2009 19.5 16.18 11.39 18.77 0.0
Edelweiss Large Cap Fund -Plan B - Growth option 20-05-2009 19.47 16.17 11.39 18.77 0.0
UTI - Master Share-Growth Option 01-08-2005 15.43 14.72 9.58 18.49 12.32
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth 20-08-2010 14.33 15.68 10.64 16.89 0.0
Invesco India Largecap Fund - Growth 21-08-2009 14.31 13.93 10.77 18.99 0.0
Reliance Large Cap Fund- Growth Plan -Growth Option 08-08-2007 12.43 16.54 10.72 21.99 13.34
ICICI Prudential Bluechip Fund - Growth 23-05-2008 12.35 15.5 11.89 19.15 15.78

PORTFOLIO ANALYSIS of HSBC Large Cap Equity Fund - Dividend

Asset Allocation (%)

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