HSBC Large and Mid Cap Fund Direct Growth

Equity
Large & MidCap
Moderately High Risk
24.41%
3Y annualised
+0.13% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 May 2024₹26.59
Min. SIP amount₹500
Rating3
Fund size₹3,009.60Cr

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 & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns51.6%24.4%20.2%19.6%
Category average45.5%21.5%19.8%NA
Rank with in category7917NA
Understand terms

Holdings (89)

NameSectorInstrumentAssets
ConstructionEquity4.32%
ServicesEquity3.14%
Capital GoodsEquity2.57%
Capital GoodsEquity2.53%
TechnologyEquity2.51%
ServicesEquity2.50%
Capital GoodsEquity2.20%
FinancialEquity2.18%
Consumer StaplesEquity2.04%
HealthcareEquity2.03%
See All

Expense ratio, exit load and tax

Expense ratio: 0.95%

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

Abhishek Gupta
Apr 2024 - Present
View details

Education
Mr. Gupta is a B. Com., PGDM (Finance) CFA (Investments)
Experience
Prior to joining HSBC Mutual Fund, he has worked with Edelweiss Asset Management Limited, Goldman Sachs, Baer Capital and Deutsche Asset Management.
Also manages these schemes

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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