Hsbc Large N Mid Cap Fund Growth Direct Plan

Risk: Very High
₹ 29.26
NAV (Sep 6,2024)

The HSBC Large & Mid Cap Fund - Growth - Direct Plan is a mutual fund that focuses on investing in large and mid-sized companies in India. It aims to provide long-term growth opportunities for investors. With a minimum investment of INR 5000 and an expense ratio of 0.97, this fund has an established track record since its inception on March 28, 2019. The fund has a price-to-earnings ratio (PE) of 54.85 and a price-to-book ratio (PB) of 9.77. The total assets under management (AUM) for this fund are INR 2589.84 crores.

Hsbc Large N Mid Cap Fund Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Hsbc Large N Mid Cap Fund Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    59.68
  • P/B Ratio
    UM_URBAN_MONEY

    10.81
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    1.13
  • Sharpe
    UM_URBAN_MONEY

    0.15
  • Sortino
    UM_URBAN_MONEY

    0.20

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.93%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 3118.58 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Sep 08, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,627.96 (16.28%)₹ 12,488.53 (24.89%)₹ 14,738.14 (47.38%)₹ 18,033.09 (80.33%)₹ 31,613.71 (216.14%)
₹ 30,000₹ 34,883.88 (16.28%)₹ 37,465.59 (24.89%)₹ 44,214.42 (47.38%)₹ 54,099.27 (80.33%)₹ 94,841.13 (216.14%)
₹ 50,000₹ 58,139.8 (16.28%)₹ 62,442.65 (24.89%)₹ 73,690.7 (47.38%)₹ 90,165.45 (80.33%)₹ 1,58,068.55 (216.14%)
₹ 80,000₹ 93,023.68 (16.28%)₹ 99,908.24 (24.89%)₹ 1,17,905.12 (47.38%)₹ 1,44,264.72 (80.33%)₹ 2,52,909.68 (216.14%)
₹ 1,00,000₹ 1,16,279.6 (16.28%)₹ 1,24,885.3 (24.89%)₹ 1,47,381.4 (47.38%)₹ 1,80,330.9 (80.33%)₹ 3,16,137.1 (216.14%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Larsen & Toubro Limited3.74%
  • Trent Limited3.21%
  • Bharat Electronics Limited2.87%
  • Bharat Heavy Electricals Limited2.76%
  • CG Power and Industrial Solutions Limited2.67%
  • Suzlon Energy Limited2.56%
  • Power Finance Corporation Limited2.44%
  • Zomato Limited2.18%
  • Transformers And Rectifiers India Limited1.96%
  • JSW Energy Limited1.89%
  • Cummins India Limited1.89%
  • Zensar Technologies Limited1.85%
  • Polycab India Limited1.82%
  • Safari Industries India Limited1.77%
  • Blue Star Limited1.75%
  • Godrej Properties Limited1.72%
  • KPIT Technologies Limited1.70%
  • GE TandD India Limited1.67%
  • Hindustan Petroleum Corporation Limited1.66%
  • Max Healthcare Institute Limited1.65%
  • Varun Beverages Limited1.60%
  • Exide Industries Limited1.57%
  • Persistent Systems Limited1.54%
  • Siemens Limited1.53%
  • Treps1.51%
  • Data Patterns India Limited1.49%
  • ICICI Bank Limited1.49%
  • NTPC Limited1.47%
  • KEI Industries Limited1.45%
  • The Indian Hotels Company Limited1.36%
  • Timken India Limited1.36%
  • Phoenix Mills Limited1.36%
  • Eicher Motors Limited1.28%
  • Sobha Limited1.18%
  • Cholamandalam Investment & Finance Company Limited1.14%
  • Mahindra Holidays and Resorts India Limited1.14%
  • DLF Limited1.10%
  • Tata Motors Limited1.07%
  • Jupiter Wagons Limited1.02%
  • Bharti Airtel Limited1.01%
  • BSE Limited0.98%
  • ABB India Limited0.96%
  • Prudent Corporate Advisory Services Limited0.96%
  • HDFC Asset Management Company Limited0.96%
  • Nippon Life India Asset Management Limited0.94%
  • Lupin Limited0.93%
  • Triveni Turbine Limited0.91%
  • Indian Bank0.89%
  • Bank of Baroda0.89%
  • Mahindra & Mahindra Limited0.87%
  • Reliance Industries Limited0.86%
  • REC Limited0.84%
  • EIH Limited0.84%
  • Engineers India Limited0.81%
  • Kaynes Technology India Ltd0.79%
  • Sonata Software Limited0.77%
  • State Bank of India0.77%
  • Container Corporation of India Limited0.75%
  • ZF Commercial Vehicle Control Systems India Ltd0.75%
  • Hindustan Aeronautics Limited0.74%
  • HDFC Bank Limited0.72%
  • Oil & Natural Gas Corporation Limited0.70%
  • Dr Reddy s Laboratories Limited0.65%
  • Mankind Pharma Limited0.65%
  • Bajaj Auto Limited0.64%
  • NHPC Limited0.63%
  • Lemon Tree Hotels Limited0.62%
  • Hindalco Industries Limited0.61%
  • Sundaram Finance Limited0.60%
  • Gland Pharma Limited0.57%
  • Global Health Limited0.54%
  • PNC Infratech Limited0.50%
  • Ahluwalia Contracts India Limited0.49%
  • Shriram Finance Limited0.48%
  • ideaForge Technology Limited0.47%
  • Bank of India0.44%
  • Canara Bank0.39%
  • Mtar Technologies Limited0.36%
  • BEML Limited0.36%
  • Dixon Technologies India Limited0.36%
  • Cello World Limited0.29%
  • Tata Power Company Limited0.25%
  • PB Fintech Limited0.24%
  • Schaeffler India Limited0.21%
  • Sun Pharmaceutical Industries Limited0.08%
  • Union Bank of India0.07%
  • Infosys Limited0.07%
  • Gujarat Fluorochemicals Limited0.05%
  • TVS Motor Company Limited0.05%
  • APL Apollo Tubes Limited0.05%
  • Cipla Limited0.04%
  • IndusInd Bank Limited0.04%
  • LTIMindtree Limited0.03%
  • Bikaji Foods International Limited0.03%
  • Net Current Assets including cash & bank balances0.02%

Holdings Analysis

Fund Managers

CG

Ms. Cheenu GuptaFund Manager

AG

Mr. Abhishek GuptaFund Manager

Abhishek Gupta has joined Edelweiss Asset Management as the Fund Manager (Equities) and has over 16 years of work experience in Indian Equity markets. Prior to joining Edelweiss, he was associated with Goldman Sachs Asset Management for over a decade. His previous stints also include, Deutsche AMC (India), Baer Capital Partners & Nippon Asset Management formerly known as Reliance Mutual Fund

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FAQ's

What is the risk level associated with the HSBC Large & Mid Cap Fund - Growth - Direct Plan?

The HSBC Large & Mid Cap Fund - Growth - Direct Plan carries a high level of risk due to its investment in large and mid-cap stocks. Investors should carefully consider their risk tolerance before investing in this mutual fund.

What is the current NAV (Net Asset Value) of the HSBC Large & Mid Cap Fund - Growth - Direct Plan as of Sep 6,2024?

The current NAV of the HSBC Large & Mid Cap Fund - Growth - Direct Plan as of Sep 6,2024 is INR 29.26.

What are the returns generated by the HSBC Large & Mid Cap Fund - Growth - Direct Plan over the past 1, 3, and 5 years?

The HSBC Large & Mid Cap Fund - Growth - Direct Plan has achieved impressive returns of 49.88% in the past year, 23.20% over the past 3 years, and 21.41% over the past 5 years.

What is the expense ratio associated with the HSBC Large & Mid Cap Fund - Growth - Direct Plan?

The HSBC Large & Mid Cap Fund - Growth - Direct Plan charges an expense ratio of 0.94%, which covers the expenses of managing and operating the fund.

What is the minimum investment amount required for the HSBC Large & Mid Cap Fund - Growth - Direct Plan?

The minimum investment amount for the HSBC Large & Mid Cap Fund - Growth - Direct Plan is INR 5000.

Is there a systematic investment plan (SIP) available for the HSBC Large & Mid Cap Fund - Growth - Direct Plan?

Yes, HSBC offers SIP for their Large & Mid Cap Fund - Growth - Direct Plan with a minimum investment of INR 5000 per month.

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