HSBC Large & Mid Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

HSBC Large & Mid Cap Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹5,784 Cr

Lock In Period

N/A

Expense Ratio

2.48

Exit Load

If the units redeemed or switched out are upto 10% of the units purchased or switched in (the limit) within 1 year from the date of allotment - NilIf units redeemed or switched out are over and above the limit within 1 year from the date of allotment - 1%.If units are redeemed or switched out on or after 1 year from the date of allotment - Nil.

Benchmark

Nifty Large Midcap 250 Total Return

HSBC Large & Mid Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-7.46-1.582.98
6M-0.170.7316.19
1Y-0.392.9140.44
3Y13.8812.0387.68

Portfolio Analysis

  • Equity: 97.92%
  • Debt: 2.08%
  • Others
As on: 2026-09-30
View allocation % by

1. ICICI Bank Limited6.52%
2. HDFC Bank Limited5.81%
3. The Federal Bank Limited3.34%
4. City Union Bank Limited1.73%
5. Axis Bank Limited0.00%

1. Lupin Limited2.04%
2. Gland Pharma Limited1.82%
3. Sun Pharmaceutical Industries Limited1.59%
4. Divi''s Laboratories Limited1.33%
5. Mankind Pharma Limited1.05%
6. Zydus Lifesciences Limited0.70%
7. Sai Life Sciences Ltd.0.04%

1. Meesho Limited3.79%
2. FSN E-Commerce Ventures Limited2.44%
3. Eternal Limited0.01%

1. Piramal Finance Ltd2.36%
2. Cholamandalam Invest & Finance Co Ltd1.42%
3. Mahindra & Mahindra Financial Serv Ltd.1.21%
4. Bajaj Finance Limited0.83%

1. Lenskart Solutions Limited4.96%

1. GE Vernova T&D India Limited2.54%
2. Adani Energy Solutions Limited0.99%

1. Aditya Infotech Limited3.37%

1. Ather Energy Limited2.72%

1. Thyrocare Technologies Limited1.60%
2. VIJAYA DIAGNOSTIC CENTRE LIMITED1.09%

1. Dhoot Transmission Limited2.60%

1. One 97 Communications Limited1.77%
2. PB Fintech Limited0.78%

1. Radico Khaitan Limited2.45%

1. Coforge Limited1.46%
2. Tech Mahindra Limited0.65%
3. Billionbrains Garage Ventures Ltd.0.32%
4. Infosys Limited0.02%
5. PERSISTENT SYSTEMS LTD0.00%

1. TVS Motor Company Limited2.38%

1. CG Power And Industrial Solutions Ltd2.31%
2. ABB India Limited0.01%
3. Siemens Energy India Limited0.01%

1. Nippon Life India Asset Management Ltd1.56%
2. HDFC Asset Management Company Limited0.56%
3. ICICI Prudential AMC Ltd0.17%

1. JSW Steel Limited2.20%

1. Aditya Birla Capital Limited1.34%
2. KFIN Technologies Limited0.68%
3. Prudent Corporate Advisory Services Ltd0.16%

1. TD Power Systems Limited1.13%
2. TRIVENI TURBINE LTD.1.03%
3. Bharat Heavy Electricals Limited0.01%

1. Hitachi Energy India Limited2.13%

1. InterGlobe Aviation Limited2.00%

1. Juniper Green Energy Limited1.40%
2. JSW Energy Limited0.56%
3. The Tata Power Company Limited0.02%

1. AVALON TECHNOLOGIES LIMITED1.68%

1. Polycab India Limited1.51%

1. APAR INDUSTRIES LTD1.46%

1. Multi Commodity Exchange of India Ltd.1.00%
2. National Stock Exchange of India Limited0.17%
3. BSE Ltd0.05%

1. Tata Motors Limited1.16%

1. DLF Limited0.90%
2. Prestige Estates Projects Limited0.20%

1. AIA Engineering Limited1.03%
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About Fund HSBC Large & Mid Cap Fund Growth

HSBC Large & Mid Cap Fund Growth managed by HSBC Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹5,784 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 2.48. Under the expert guidance of Cheenu Gupta ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Cheenu Gupta

Ms. Cheenu Gupta is CFA Charter holder (USA), PGDBM (Finance) & B.E. (I.T), prior to joining Canara Robeco Mutual Fund, she has worked with Tata AIA Life Insurance Company as Fund Manager, ING Investment Management as Senior Research Analyst and UTI AMC Ltd. as Research Analyst and managed Funds Canara Robeco Equity Tax Saver Fund - Regular Plan - since Mar 2018 and Canara Robeco Dual Advantage Fund Series 1 - Regular Plan - since May 2018.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Quant Large & Mid Cap Fund Growth13,384 CR2.45
UTI Large & Mid Cap Fund Growth36,219 CR1.95
HSBC Large & Mid Cap Fund Growth55,783 CR2.48
Principal Emerging Bluechip Fund Growth43,124 CR1.99
Fund Name1Y3Y
This FundQuant Large & Mid Cap Fund Growth1.748340.4713
This FundUTI Large & Mid Cap Fund Growth-4.470941.1736
This FundHSBC Large & Mid Cap Fund Growth-0.387947.675
This FundPrincipal Emerging Bluechip Fund Growth38.886181.3571

HSBC Large & Mid Cap Fund Growth FAQs

HSBC Large & Mid Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of HSBC Large & Mid Cap Fund Growth is 2.48. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Large & Mid Cap Fund Growth’s fund performance is as follows:
  • 1 Month : -7.46%
  • 6 Months : -0.17%
  • 1 Year : -0.39%
  • 3 Years : 13.88%
Returns of HSBC Large & Mid Cap Fund Growth are updated daily based on NAV of ₹ 27.2765 as on Oct 23,2026. Since inception, the return has been 47.67%.

You can invest in HSBC Large & Mid Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of HSBC Large & Mid Cap Fund Growth is ₹5,784 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Large & Mid Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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