HSBC Large Cap Fund Growth

• Alpha -1.29%
• Beta 0.94
• Sharpe Ratio0.76
• Std Deviation 14.13%
• Tracking Error 3.01%

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 1502.31 crores & has delivered CAGR of 14.89% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.17%. 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 Moderate & Exceptional respectively.

The top holdings of the fund include HDFC Bank, Reliance Industries, ICICI Bank & Infosys.

The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Software & Programming & Construction Services.

Some of the similar funds are Tata Large Cap Fund Growth, Baroda BNP Paribas Large Cap Fund Regular Plan Growth, HSBC Large Cap Fund Growth, DSP Top 100 Equity Fund Regular Plan Growth, LIC MF Large Cap Fund Growth. HSBC Large Cap Fund Growth has a sharpe ratio of 0.76 & a standard deviation of 14.13%.