HSBC Large Cap Fund - Regular Growth
(Erstwhile HSBC Equity Fund - Growth)
Fund House: HSBC Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 10-12-2002 |
| Asset Class: Equity |
| Benchmark: NIFTY 100 TRI |
| TER: 2.14% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,808.98 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 49% | Exit Load: Exit Load: If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limitâ€) within 1 year from the date of allotment – Nil If units redeemed or switched out are over and above the limit within 1 yearfrom the date of allotment – 1% If units are redeemed or switched out on or after 1 year from the date of allotment – Nil A switch-out or a withdrawal under SWP may also attract an Exit Load like any Redemption. No Exit load will be chargeable in case of switches made between different options of the Scheme. No Exit load will be chargeable in case of Units allotted on account of dividend reinvestments, if any. |
465.1437
-0.58 (-0.1242%)
18.65%
Benchmark: 17.2%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
| Standard Deviation | 14.29 |
| Sharpe Ratio | 0.6 |
| Alpha | 0.75 |
| Beta | 0.97 |
| 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 Fund - Regular Growth | 10-12-2002 | 7.64 | 19.51 | 18.67 | 22.35 | 11.99 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 25.79 | - | - | - | - |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 16.39 | 24.89 | 22.68 | 24.18 | 11.73 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 13.46 | 20.9 | 19.3 | 22.98 | 13.62 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 12.78 | 19.92 | 17.69 | 23.44 | 11.07 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 12.62 | 17.55 | 16.39 | 22.9 | 13.24 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 12.02 | 22.66 | - | - | - |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 11.87 | 21.05 | 19.48 | 24.78 | 12.37 |
| SBI Blue Chip Fund-Regular Plan Growth | 01-02-2006 | 11.6 | 17.96 | 18.37 | 24.5 | 12.59 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 11.49 | 24.54 | 22.14 | 26.82 | 14.11 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
1.69%
Others
1.5%
Large Cap
89.55%
Mid Cap
7.26%
