HSBC Large Cap Fund Growth
- Large-Cap
- Equity
- Very High Risk
Explore On
Rating:
2
Key Metrics
Aum
₹1,758.08 Cr
Expense Ratio
1.78%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
10 Dec 2002
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -2.59% | -- |
| 3 Months | -3.53% | -- |
| 6 Months | -8.42% | -- |
| 1 Year | -4.59% | -4.59% |
| 2 Years | -- | +0.39% |
| 3 Years | +33.81% | +10.19% |
| 5 Years | +54.18% | +9.05% |
| Since Launch | +4366.81% | +17.55% |
Holdings as on 12 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 157.93 | 8.85 |
| HDFC Bank | 138.91 | 7.79 |
| Reliance Industries | 107.31 | 6.02 |
| State Bank of India | 96.17 | 5.39 |
| Larsen & Toubro Ltd | 90.32 | 5.06 |
| Shriram Finance | 84.37 | 4.73 |
| Infosys | 70.91 | 3.98 |
| AXIS Bank Ltd | 69.76 | 3.91 |
| Bharti Airtel | 66.04 | 3.70 |
| Eternal | 61.76 | 3.46 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.36
Sharpe Ratio
14.18%
Std. Deviation
3.01%
Tracking Error
-1.29%
Alpha
0.94
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Invesco India largecap Fund Growth | -3.28% | +13.11% | +11.67% |
| Bandhan Large Cap Fund Growth | -3.59% | +12.17% | +10.76% |
| Baroda BNP Paribas Large Cap Fund Regular Plan Growth | -5.14% | +11.92% | +10.73% |
| HSBC Large Cap Fund Growth | -4.15% | +10.32% | +9.2% |
| Bajaj Finserv Large Cap Fund Regular Growth | -3.79% | -- | -- |
Results are calculated on CAGR basis
About Fund
To generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly large cap companies.However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
The HSBC Large Cap Fund Growth has an AUM of 1758.08 crores & has delivered CAGR of 9.05 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.78%. The minimum investment in HSBC Large Cap Fund Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, HDFC Bank, Reliance Industries, State Bank of India.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations, Construction Services.
Some of the similar funds are Invesco India largecap Fund Growth, Bandhan Large Cap Fund Growth, Baroda BNP Paribas Large Cap Fund Regular Plan Growth, HSBC Large Cap Fund Growth, Bajaj Finserv Large Cap Fund Regular Growth. HSBC Large Cap Fund Growth has a sharpe ratio of 0.36 & a standard deviation of 14.18%.
FAQs
According to the morning star rating HSBC Large Cap Fund Growth has a Medium risk & Good return.
HSBC Large Cap Fund Growth is managed by Neelotpal Sahai,Mayank Chaturvedi.
The expense ratio of HSBC Large Cap Fund Growth is 1.78%.
The 5 year annualized return on HSBC Large Cap Fund Growth is 9.05% & it has generated -4.59% in the last 1 year.
The minimum investment in HSBC Large Cap Fund Growth is 5000 Rs.
HSBC Large Cap Fund Growth has an AUM of 1758.08 crores.
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