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Business News/Market/Market Stats/    HSBC Large and Mid Cap Fund Regular Growth

HSBC Large and Mid Cap Fund Regular Growth

+
  • Equity
  • Large & Mid-Cap
  • Rating 3
  • Plan
22.62 -0.04 (-0.16%) NAV as on 18 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)2692.75
  • CAGR 45.57%
  • Exit Load1.00%
  • Expense ratio2.02%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date2019-04-04

Morning Star Rating 3

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 19 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • Persistent Systems Ltd
  • 60.94
  • 2.21%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio1.01
  • Std Deviation 12.83%
  • Tracking Error 0.00%

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 2692.75 crores & has delivered CAGR of 17.65% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.02%. 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 Moderate & Exceptional respectively.

 

The top holdings of the fund include Larsen & Toubro, Trent, Bharat Heavy Electricals & Zomato.

 

The major sectors where the fund is invested are Construction Services, Electronic Instr. & Controls, Software & Programming & Regional Banks.

 

Some of the similar funds are UTI Large & Mid Cap Fund Regular Plan Growth, Edelweiss Large & Mid Fund Growth, HSBC Large and Mid Cap Fund Regular Growth, LIC MF Large & Mid Cap Regular Growth, Franklin India Equity Advantage Fund Growth. HSBC Large and Mid Cap Fund Regular Growth has a sharpe ratio of 1.01 & a standard deviation of 12.83%.

FAQs about HSBC Large and Mid Cap Fund Regular Growth

According to the morning star rating HSBC Large and Mid Cap Fund Regular Growth has a Moderate risk & Exceptional return.
HSBC Large and Mid Cap Fund Regular Growth is managed by Cheenu Gupta,Abhishek Gupta.
The expense ratio of HSBC Large and Mid Cap Fund Regular Growth is 2.02%.
The 5 year annualized return on HSBC Large and Mid Cap Fund Regular Growth is 17.65% & it has generated 45.57% 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 2692.75 crores.
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