HSBC Large and Mid Cap Fund Regular Growth
- Large & Mid-Cap
- Equity
- Very High Risk
Rating:
3
Key Metrics
Aum
₹5,343.70 Cr
Expense Ratio
1.59%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
4 Apr 2019
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +2.53% | -- |
| 3 Months | +7.66% | -- |
| 6 Months | +9.23% | -- |
| 1 Year | +13.84% | +13.84% |
| 2 Years | -- | +5.42% |
| 3 Years | +67.38% | +18.73% |
| 5 Years | +99.75% | +14.84% |
| Since Launch | +201.18% | +16.14% |
Holdings as on 18 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 409.57 | 7.48 |
| HDFC Bank | 292.63 | 5.34 |
| Lenskart Solutions | 194.49 | 3.55 |
| Federal Bank | 187.69 | 3.43 |
| TVS Motor Company | 165.71 | 3.02 |
| FSN E-Commerce Ventures Ltd | 160.71 | 2.93 |
| InterGlobe Aviation Ltd | 150.23 | 2.74 |
| PB Fintech | 150.00 | 2.74 |
| Ather Energy | 139.04 | 2.54 |
| GE Vernova T&D India | 137.06 | 2.50 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.64
Sharpe Ratio
18.15%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| HSBC Large and Mid Cap Fund Regular Growth | +13.84% | +18.73% | +14.84% |
| UTI Large & Mid Cap Fund Regular Plan Growth | +6.97% | +16.46% | +14.59% |
| Edelweiss Large & Mid Fund Growth | +8.06% | +15.07% | +13.08% |
| Franklin India Large & Mid Cap Fund Growth | +3.24% | +13.21% | +10.87% |
| Aditya Birla Sun Life Large & Mid Cap Fund Growth | +9.96% | +12.89% | +9.03% |
Results are calculated on CAGR basis
About Fund
To seek long term capital growth through investments in both large cap and mid cap stocks.
The HSBC Large and Mid Cap Fund Regular Growth has an AUM of 5343.70 crores & has delivered CAGR of 14.84 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.59%. The minimum investment in HSBC Large and Mid Cap Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, HDFC Bank, Lenskart Solutions, Federal Bank.
The major sectors where the fund is invested are Regional Banks, Electronic Instr. & Controls, Software & Programming, Consumer Financial Services.
Some of the similar funds are HSBC Large and Mid Cap Fund Regular Growth, UTI Large & Mid Cap Fund Regular Plan Growth, Edelweiss Large & Mid Fund Growth, Franklin India Large & Mid Cap Fund Growth, Aditya Birla Sun Life Large & Mid Cap Fund Growth. HSBC Large and Mid Cap Fund Regular Growth has a sharpe ratio of 0.64 & a standard deviation of 18.15%.
FAQs
According to the morning star rating HSBC Large and Mid Cap Fund Regular Growth has a Medium risk & Exceptional return.
HSBC Large and Mid Cap Fund Regular Growth is managed by Cheenu Gupta,Mayank Chaturvedi.
The expense ratio of HSBC Large and Mid Cap Fund Regular Growth is 1.59%.
The 5 year annualized return on HSBC Large and Mid Cap Fund Regular Growth is 14.84% & it has generated 13.84% in the last 1 year.
The minimum investment in HSBC Large and Mid Cap Fund Regular Growth is 5000 Rs.
HSBC Large and Mid Cap Fund Regular Growth has an AUM of 5343.70 crores.
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