HSBC Large Cap Fund Direct Growth

Equity
Large Cap
Very High Risk
17.41%
3Y annualised
+0.10% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 May 2024₹482.05
Min. SIP amount₹500
Rating3
Fund size₹1,813.32Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns35.5%17.4%16.3%14.3%
Category average40.7%18.0%16.3%NA
Rank with in category493124NA
Understand terms

Holdings (38)

NameSectorInstrumentAssets
FinancialEquity8.80%
FinancialEquity7.61%
EnergyEquity7.28%
ConstructionEquity5.95%
ConstructionEquity3.93%
TechnologyEquity3.92%
EnergyEquity3.74%
FinancialEquity3.54%
EnergyEquity2.80%
ConstructionEquity2.75%
See All

Pros and cons

Category: Equity Large Cap

Pros

Cons

Lower expense ratio: 1.18%
Consistently lower annualised returns than category average for the past 1Y and 3Y
5Y and 10Y annualised returns higher than category average

Expense ratio, exit load and tax

Expense ratio: 1.18%

Inclusive of GST

Exit load

For units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Fund house & investment objective

Fund house contact details

Address
9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
Phone
NA
Launch Date
27 May 2002
HSBC Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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