HSBC Large & Mid Cap Fund - Regular Growth

Fund House: HSBC Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 03-03-2019
Asset Class: Equity
Benchmark: NIFTY LARGE MIDCAP 250 TRI
TER: 1.98% As on (31-05-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,381.69 Cr As on (30-06-2024)
Turn over: 101% | Exit Load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

26.7131

20.44%

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
4 Years 9 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks long term capital growth through investments in both large cap and mid cap stocks.

Current Asset Allocation (%)

Indicators

Standard Deviation 13.49
Sharpe Ratio 1.09
Alpha 1.09
Beta 0.93
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 & Mid Cap Fund - Regular Growth 03-03-2019 49.27 35.48 21.9 22.41 -
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 64.09 41.1 29.23 29.28 21.57
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 56.6 40.99 25.84 24.15 16.96
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 53.42 36.53 21.85 21.86 16.91
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 52.19 36.03 21.27 23.32 17.5
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 50.82 36.84 23.68 23.62 15.65
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 05-10-2019 50.53 40.78 24.89 - -
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 50.14 35.64 23.38 22.23 14.29
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 49.41 29.78 20.96 21.33 -
BANK OF INDIA Large & Mid Cap Equity Fund Eco Plan- Growth 21-10-2008 47.93 33.98 20.62 23.17 14.69

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

19.86%

Others

2.14%

Large Cap

43.34%

Mid Cap

34.68%

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