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: 2.13% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,905.84 Cr As on 31-12-2024(Source:AMFI) |
| Turn over: 49% | Exit Load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. |
451.2871
2.02 (0.4469%)
18.8%
Benchmark: 17.07%
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 | 13.27 |
| Sharpe Ratio | 0.52 |
| Alpha | 1.12 |
| Beta | 0.96 |
| 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 | 10.79 | 18.88 | 10.37 | 14.37 | 11.88 |
| DSP Top 100 Equity Fund - Regular Plan - Growth | 05-03-2003 | 16.59 | 22.01 | 13.43 | 13.91 | 10.87 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 14.96 | 20.35 | - | - | - |
| BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option | 01-01-2013 | 13.92 | 20.29 | 12.74 | 16.0 | 12.43 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 13.68 | 22.27 | 11.05 | 16.33 | 12.52 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 12.59 | 18.34 | 10.36 | 16.09 | 13.06 |
| Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 12.12 | 23.01 | 16.8 | 18.14 | 13.52 |
| ICICI Prudential Bluechip Fund - Growth | 05-05-2008 | 12.0 | 20.38 | 13.84 | 17.43 | 13.47 |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 11.47 | 17.31 | 8.93 | 14.74 | 10.81 |
| Kotak Bluechip Fund - Growth | 29-12-1998 | 11.15 | 17.44 | 10.45 | 15.5 | 12.29 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
3.97%
Others
3.47%
Large Cap
85.69%
Mid Cap
6.87%
Scheme Documents
There are no scheme documents available
