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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹4,238 Cr

Lock In Period

N/A

Expense Ratio

1.9

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 ₹27.8364 NAV as of Apr 22,2026 and returns since inception of 79.64%. Minimum investments start at SIP ₹500. The HSBC Large & Mid Cap Fund Growth AUM is ₹4,238 Cr, with a lock-in of N/A years, expense ratio of 1.9%, 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 9.75% returns, against a category average of 2.13% and a category best of 12.07%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M9.752.1312.07
6M-0.351.8429.78
1Y13.795.9840.44
3Y21.5617.56134.87

Portfolio Analysis

  • Equity: 97.49%
  • Debt: 2.51%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Limited3.37%
2. The Federal Bank Limited3.20%
3. City Union Bank Limited1.88%
4. RBL Bank Limited1.07%
5. HDFC Bank Limited0.87%
6. Axis Bank Limited0.24%
7. Kotak Mahindra Bank Limited0.00%

1. Reliance Industries Limited5.47%

1. FSN E-Commerce Ventures Limited4.14%
2. Eternal Limited0.40%

1. Oil & Natural Gas Corporation Limited3.55%
2. Oil India Limited0.96%

1. The Tata Power Company Limited2.14%
2. NTPC Limited1.53%
3. NTPC Green Energy Limited0.81%

1. Bharat Electronics Limited3.83%

1. GE Vernova T&D India Limited3.77%

1. Bharti Airtel Limited3.37%
2. Bharti Hexacom Limited0.29%

1. Lupin Limited2.30%
2. Anthem Biosciences Limited0.69%
3. Mankind Pharma Limited0.49%
4. Sun Pharmaceutical Industries Limited0.10%
5. Sai Life Sciences Ltd.0.03%

1. Piramal Finance Ltd1.84%
2. Shriram Finance Limited1.69%
3. Cholamandalam Invest & Finance Co Ltd0.04%
4. Bajaj Finance Limited0.01%

1. Billionbrains Garage Ventures Ltd.3.05%
2. PERSISTENT SYSTEMS LTD0.28%
3. HCL Technologies Limited0.11%
4. Tech Mahindra Limited0.04%
5. Infosys Limited0.03%

1. BSE Ltd2.50%
2. Multi Commodity Exchange of India Ltd.1.01%

1. Aditya Infotech Limited3.46%

1. ICICI Prudential AMC Ltd2.50%
2. Aditya Birla Capital Limited0.71%
3. Prudent Corporate Advisory Services Ltd0.15%
4. Max Financial Services Limited0.03%

1. Lenskart Solutions Limited3.01%

1. JSW Steel Limited1.68%
2. Tata Steel Limited1.31%

1. Indian Bank2.26%
2. State Bank of India0.40%

1. Hitachi Energy India Limited2.63%

1. Polycab India Limited2.59%
2. KEI Industries Limited0.01%

1. PB Fintech Limited2.45%

1. Cummins India Limited1.56%
2. Kirloskar Oil Engines Ltd0.89%

1. Hindalco Industries Limited2.17%

1. TD Power Systems Limited1.64%
2. Jyoti Cnc Automation Ltd0.01%

1. Mahindra & Mahindra Limited1.59%
2. Maruti Suzuki India Limited0.01%

1. Thyrocare Technologies Limited1.43%

1. Nippon Life India Asset Management Ltd1.24%
2. HDFC Asset Management Company Limited0.01%

1. TVS Motor Company Limited0.63%
2. Eicher Motors Limited0.62%

1. Godfrey Phillips India Limited1.01%

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 ₹4,238 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.9. 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
This FundNippon India Vision Large & Mid Cap Fund Growth46299.19 CR1.89
This FundICICI Prudential Large & Mid Cap Fund Growth527004.55 CR1.64
This FundHSBC Large & Mid Cap Fund Growth54238.34 CR1.9
This FundInvesco India Large & Mid Cap Fund Growth58436.02 CR1.76
This FundMotilal Oswal Large and Midcap Fund Growth413995.29 CR1.7
Fund Name1Y3Y
This FundNippon India Vision Large & Mid Cap Fund Growth6.324877.6625
This FundICICI Prudential Large & Mid Cap Fund Growth7.454178.7755
This FundHSBC Large & Mid Cap Fund Growth13.794379.6362
This FundInvesco India Large & Mid Cap Fund Growth9.514495.4714
This FundMotilal Oswal Large and Midcap Fund Growth15.2378102.755

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 1.9. 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 : 9.75%
  • 6 Months : -0.35%
  • 1 Year : 13.79%
  • 3 Years : 21.56%
Returns of HSBC Large & Mid Cap Fund Growth are updated daily based on NAV of ₹ 27.8364 as on Apr 22,2026. Since inception, the return has been 79.64%.

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 ₹4,238 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