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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹4,706 Cr

Lock In Period

N/A

Expense Ratio

1.89

Benchmark

Nifty Large Midcap 250 Total Return

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.

Summary

Latest details for HSBC Large & Mid Cap Fund Growth include a ₹24.9899 NAV as of Apr 02,2026 and returns since inception of 63.16%. Minimum investments start at SIP ₹500. The HSBC Large & Mid Cap Fund Growth AUM is ₹4,706 Cr, with a lock-in of N/A years, expense ratio of 1.89%, and benchmark Nifty Large Midcap 250 Total Return. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded -8.49% returns, against a category average of -2.04% and a category best of 5.46%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-8.49-2.045.46
6M-7.180.5829.78
1Y6.974.4740.44
3Y17.7313.13134.87

Portfolio Analysis

  • Equity: 98.39%
  • Debt: 1.61%
  • Others
As on: 2026-02-28
View allocation % by

1. The Federal Bank Limited3.33%
2. HDFC Bank Limited3.01%
3. City Union Bank Limited1.99%
4. Axis Bank Limited1.54%
5. ICICI Bank Limited1.52%
6. RBL Bank Limited1.06%
7. Kotak Mahindra Bank Limited0.00%

1. FSN E-Commerce Ventures Limited4.21%
2. Eternal Limited1.37%

1. Billionbrains Garage Ventures Ltd.3.00%
2. PERSISTENT SYSTEMS LTD0.96%
3. Coforge Limited0.65%
4. HCL Technologies Limited0.10%
5. Tech Mahindra Limited0.04%
6. Infosys Limited0.03%

1. Ashok Leyland Limited3.44%
2. Tata Motors Commercial Vehicles Limited0.80%

1. ICICI Prudential AMC Ltd3.01%
2. Nippon Life India Asset Management Ltd0.90%
3. HDFC Asset Management Company Limited0.24%

1. Larsen & Toubro Limited3.83%

1. Polycab India Limited2.56%
2. Motherson Sumi Wiring India Limited1.15%
3. KEI Industries Limited0.01%

1. GE Vernova T&D India Limited3.59%

1. Shriram Finance Limited1.88%
2. Piramal Finance Ltd1.57%
3. Cholamandalam Invest & Finance Co Ltd0.04%
4. Bajaj Finance Limited0.01%

1. Max Financial Services Limited2.53%
2. Aditya Birla Capital Limited0.76%
3. Prudent Corporate Advisory Services Ltd0.15%

1. Bharat Electronics Limited3.38%

1. Eicher Motors Limited1.89%
2. TVS Motor Company Limited1.48%

1. BSE Ltd1.93%
2. Multi Commodity Exchange of India Ltd.1.37%

1. Titan Company Limited3.18%

1. Bharti Airtel Limited2.74%
2. Bharti Hexacom Limited0.28%

1. Lenskart Solutions Limited2.92%

1. Aditya Infotech Limited2.54%

1. State Bank of India2.04%
2. Indian Bank0.50%

1. PB Fintech Limited2.29%

1. Hitachi Energy India Limited2.25%

1. Cummins India Limited1.28%
2. Kirloskar Oil Engines Ltd0.84%

1. Anthem Biosciences Limited1.12%
2. Mankind Pharma Limited0.49%
3. Divi''s Laboratories Limited0.28%
4. Sun Pharmaceutical Industries Limited0.09%
5. Lupin Limited0.05%
6. Sai Life Sciences Ltd.0.03%

1. Tata Steel Limited1.31%
2. JSW Steel Limited0.74%

1. Thyrocare Technologies Limited1.45%
2. Max Healthcare Institute Limited0.18%

1. TD Power Systems Limited1.48%
2. Jyoti Cnc Automation Ltd0.01%

1. Reliance Industries Limited1.36%

1. SAFARI INDUSTRIES (INDIA) LIMITED1.32%

1. AVALON TECHNOLOGIES LIMITED0.76%
2. Dixon Technologies (India) Limited0.47%

1. Hindalco Industries Limited1.12%

1. UltraTech Cement Limited1.10%

1. Godfrey Phillips India Limited1.02%

About Fund

HSBC Large & Mid Cap Fund Growth managed by HSBC Mutual Fund,is a Large and Mid Cap Fundsscheme with Assets Under Management of ₹4,706 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.89. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundDSP Large & Mid Cap Fund Growth417652.61 CR1.66
This FundNippon India Vision Large & Mid Cap Fund Growth46962.81 CR1.87
This FundHSBC Large & Mid Cap Fund Growth24706.03 CR1.89
This FundPrincipal Emerging Bluechip Fund Growth43124.32 CR1.99
Fund Name1Y3Y
This FundDSP Large & Mid Cap Fund Growth-1.226361.0169
This FundNippon India Vision Large & Mid Cap Fund Growth0.738163.0419
This FundHSBC Large & Mid Cap Fund Growth6.972763.1628
This FundPrincipal Emerging Bluechip Fund Growth38.886181.3571

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 1.89. 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 : -8.49%
  • 6 Months : -7.18%
  • 1 Year : 6.97%
  • 3 Years : 17.73%
Returns of HSBC Large & Mid Cap Fund Growth are updated daily based on NAV of ₹ 24.9899 as on Apr 02,2026. Since inception, the return has been 63.16%.

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 ₹4,706 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.
Min Inv Amount: ₹500