HSBC Large Cap Equity Fund - Growth

(Erstwhile HSBC Equity Fund - Growth)
Category: Equity: Large Cap
Launch Date: 10-12-2002
Asset Class: Equity
Benchmark: NIFTY 50 TRI
Expense Ratio: 2.47% As on (31-12-2019)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 666.85 Cr As on (31-12-2019)
Turn over: 82% | Exit Load: 1% for redemption within 365 days

227.5471

20.02%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 10 Months
2 Years 7 Months
3 Years 0 Months
4 Years 10 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Volatility 14.34
Sharp Ratio 0.62
Alpha 1.7
Beta 1.09
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
HSBC Large Cap Equity Fund - Growth 10-12-2002 15.08 4.16 12.1 8.01 9.42
Axis Bluechip Fund - Regular Plan - Growth 26-01-2010 19.29 12.09 19.44 9.88 12.42
BNP PARIBAS LARGE CAP Fund-Growth Option 23-09-2004 17.78 5.45 14.24 8.06 12.39
LIC MF Large Cap Fund-Regular Plan-Growth 31-08-1994 17.2 7.1 12.74 7.09 9.44
DSP Top 100 Equity Fund - Regular Plan - Growth 10-03-2003 16.8 4.81 10.98 6.65 9.69
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth 05-08-2010 16.72 9.01 15.22 8.89 -
Kotak Bluechip Fund - Growth 29-12-1998 15.43 4.89 12.3 7.89 10.59
L&T India Large Cap Fund - Regular Plan - Growth 23-10-2007 14.44 4.63 11.74 6.88 10.89
Edelweiss Large Cap Fund - Regular Plan - Growth option 20-05-2009 13.17 5.6 14.27 8.13 11.39
Mirae Asset Large Cap Fund - Growth Plan 15-04-2008 13.17 4.67 14.66 10.81 14.4

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

15.13%

Large Cap

85.15%

Mid Cap

1.74%

Scheme Documents

There are no scheme documents available

Tax Benefits of investing in this fund

Long term capital gains (LTCG) tax @10% (plus surcharge, if applicable and cess) without indexation if units held for more than 12 months#

Short term capital gains (STCG) tax @ 15% (plus surcharge, if applicable and cess) if units are held for less than 12 months.

Investor does not pay any tax on dividends but a Dividend Distribution Tax (DDT) is deducted at source @11.648% (10% + 12% surcharge + 4% Health & education cess) **

# Capital gain accrued up to January 31st 2018 is exempt from LTCG tax in respect of units acquired before January 31, 2018 & redeemed on or after April 1, 2018. ** The DDT is to be paid by the mutual fund

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