HSBC Large & Mid Cap Fund Growth Return

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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)

₹5,479 Cr

Lock In Period

N/A

Expense Ratio

2.57

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(%)
1M2.720.605.72
6M9.862.8929.78
1Y11.635.5240.44
3Y18.9814.69134.87

Portfolio Analysis

  • Equity: 99.20%
  • Debt: 0.80%
  • Others
As on: 2026-07-31
View allocation % by

1. ICICI Bank Limited7.48%
2. HDFC Bank Limited5.34%
3. The Federal Bank Limited3.43%
4. Axis Bank Limited1.87%
5. City Union Bank Limited1.67%

1. Piramal Finance Ltd2.29%
2. Mahindra & Mahindra Financial Serv Ltd.1.95%
3. Cholamandalam Invest & Finance Co Ltd1.71%
4. Bajaj Finance Limited0.52%
5. Shriram Finance Limited0.01%

1. Sun Pharmaceutical Industries Limited1.84%
2. Lupin Limited1.61%
3. Mankind Pharma Limited1.10%
4. Gland Pharma Limited1.01%
5. Syngene International Limited0.70%
6. Sai Life Sciences Ltd.0.04%

1. FSN E-Commerce Ventures Limited2.93%
2. Meesho Limited2.29%
3. Eternal Limited0.01%

1. ICICI Prudential AMC Ltd2.37%
2. Nippon Life India Asset Management Ltd1.78%
3. HDFC Asset Management Company Limited0.68%

1. GE Vernova T&D India Limited2.50%
2. Adani Energy Solutions Limited1.30%

1. Lenskart Solutions Limited3.55%

1. TVS Motor Company Limited3.02%
2. Eicher Motors Limited0.01%

1. CG Power And Industrial Solutions Ltd2.46%
2. ABB India Limited0.48%
3. Siemens Energy India Limited0.01%

1. InterGlobe Aviation Limited2.74%

1. PB Fintech Limited2.74%

1. Ather Energy Limited2.54%

1. Billionbrains Garage Ventures Ltd.1.12%
2. Tech Mahindra Limited0.75%
3. Coforge Limited0.47%
4. Infosys Limited0.02%
5. PERSISTENT SYSTEMS LTD0.00%

1. JSW Steel Limited2.35%

1. Aditya Infotech Limited2.27%

1. TRIVENI TURBINE LTD.1.21%
2. TD Power Systems Limited1.00%
3. Bharat Heavy Electricals Limited0.01%

1. Hitachi Energy India Limited2.09%

1. Radico Khaitan Limited2.01%

1. Thyrocare Technologies Limited1.84%

1. Polycab India Limited1.80%

1. Aditya Birla Capital Limited1.50%
2. Prudent Corporate Advisory Services Ltd0.18%

1. DLF Limited0.93%
2. Prestige Estates Projects Limited0.63%

1. JSW Energy Limited1.50%
2. The Tata Power Company Limited0.02%
3. NTPC Limited0.02%

1. Mahindra & Mahindra Limited1.23%

1. AIA Engineering Limited1.06%

1. Tata Motors Limited1.02%
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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 ₹5,479 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 2.57. 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
ICICI Prudential Large & Mid Cap Fund Growth532,706 CR1.92
Bandhan Large & Mid Cap Fund Growth419,777 CR2.4
HSBC Large & Mid Cap Fund Growth55,479 CR2.57
Invesco India Large & Mid Cap Fund Growth311,746 CR1.91
Fund Name1Y3Y
This FundICICI Prudential Large & Mid Cap Fund Growth5.822361.2292
This FundBandhan Large & Mid Cap Fund Growth5.242967.5509
This FundHSBC Large & Mid Cap Fund Growth11.625468.4447
This FundInvesco India Large & Mid Cap Fund Growth7.022388.2423

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 2.57. 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 : 2.72%
  • 6 Months : 9.86%
  • 1 Year : 11.63%
  • 3 Years : 18.98%
Returns of HSBC Large & Mid Cap Fund Growth are updated daily based on NAV of ₹ 30.1585 as on Aug 20,2026. Since inception, the return has been 68.44%.

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 ₹5,479 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.