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Business News/Market/Market Stats/    HSBC Large Cap Fund Growth

HSBC Large Cap Fund Growth

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Invest
Explore On
  • Equity
  • Large-Cap
  • Rating 2
  • Plan
469.18 -3.43 (-0.73%) NAV as on 18 Jul, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1826.09
  • CAGR -0.99%
  • Exit Load1.00%
  • Expense ratio2.14%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date2002-12-10

Morning Star Rating 2

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 21 July 2025

  • Name
  • Value (Cr)
  • Holding %
  • Treps
  • 101.53
  • 5.56%
View More

Risk & Volitility

  • Alpha -1.29%
  • Beta 0.94
  • Sharpe Ratio0.90
  • Std Deviation 13.65%
  • Tracking Error 3.01%

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 1826.09 crores & has delivered CAGR of 17.98% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.14%. 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 & Exceptional respectively.

 

The top holdings of the fund include Icici Bank, Hdfc Bank, Treps & Axis Bank.

 

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

 

Some of the similar funds are Invesco India largecap Fund Growth, Bandhan Large Cap Fund Growth, HSBC Large Cap Fund Growth, Motilal Oswal Large Cap Fund Regular Growth, Bajaj Finserv Large Cap Fund Regular Growth. HSBC Large Cap Fund Growth has a sharpe ratio of 0.90 & a standard deviation of 13.65%.

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FAQs about HSBC Large Cap Fund Growth

According to the morning star rating HSBC Large Cap Fund Growth has a Medium risk & Exceptional return.
HSBC Large Cap Fund Growth is managed by Neelotpal Sahai,Sonal Gupta.
The expense ratio of HSBC Large Cap Fund Growth is 2.14%.
The 5 year annualized return on HSBC Large Cap Fund Growth is 17.98% & it has generated -0.99% 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 1826.09 crores.
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