• Home
  • Mutual Funds
  • HSBC Large Cap Fund Growth

Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹1,668 Cr

Lock In Period

N/A

Expense Ratio

2.16

Benchmark

Nifty 50 Total Returns Index

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 Cap Fund Growth include a ₹473.5989 NAV as of Apr 17,2026 and returns since inception of 47.92%. Minimum investments start at SIP ₹500. The HSBC Large Cap Fund Growth AUM is ₹1,668 Cr, with a lock-in of N/A years, expense ratio of 2.16%, and benchmark Nifty 50 Total Returns Index. 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 4.31% returns, against a category average of 1.39% and a category best of 16.99%.

Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.311.3916.99
6M-2.621.7422.66
1Y6.546.2526.63
3Y13.9415.6287.46

Portfolio Analysis

  • Equity: 98.75%
  • Debt: 1.25%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Limited9.04%
2. HDFC Bank Limited7.46%
3. Axis Bank Limited3.83%
4. Kotak Mahindra Bank Limited2.65%

1. Infosys Limited4.50%
2. HCL Technologies Limited2.01%
3. Tech Mahindra Limited1.66%

1. Reliance Industries Limited7.25%

1. Lupin Limited2.08%
2. Mankind Pharma Limited1.80%
3. Sun Pharmaceutical Industries Limited1.58%
4. Divi''s Laboratories Limited0.54%

1. State Bank of India5.87%

1. Eternal Limited3.43%
2. SWIGGY LIMITED1.56%

1. Larsen & Toubro Limited4.73%

1. Shriram Finance Limited4.71%

1. Bharti Airtel Limited3.74%

1. Mahindra & Mahindra Limited2.21%
2. Maruti Suzuki India Limited1.33%

1. Apollo Hospitals Enterprise Limited2.22%
2. Max Healthcare Institute Limited1.15%

1. Polycab India Limited2.87%

1. ICICI Prudential AMC Ltd2.52%

1. Tata Steel Limited2.30%

1. TVS Motor Company Limited2.02%

1. Titan Company Limited2.01%

1. UltraTech Cement Limited1.93%

1. Varun Beverages Limited1.73%

1. Britannia Industries Limited1.63%

1. NTPC Limited1.44%

1. Delhivery Limited1.25%

1. Tata Motors Commercial Vehicles Limited1.18%

1. Godrej Consumer Products Limited1.03%

About Fund

HSBC Large Cap Fund Growth managed by HSBC Mutual Fund,is a Large-capscheme with Assets Under Management of ₹1,668 Crore. The fund benchmarks its performance against the Nifty 50 Total Returns Index while maintaining an expense ratio of 2.16. Under the expert guidance of Neelotpal Sahai ,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

Neelotpal Sahai

Mr. Sahai holds B.Tech from IT-BHU and PGDM from IIM. He was previously designated as Director Equity in IDFC Investment Advisors wherein he was Managing Equity Portfolios and generating stock ideas, in his previous assignment in Motilal Oswal Securities Ltd, he was designated as Senior Research Analyst, before which in Infosys Technologies Ltd, he was designated as Senior Project Manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundKotak Large Cap Fund - Growth49794.47 CR1.74
This FundAditya Birla Sun Life Large Cap Fund Growth526701.73 CR1.63
This FundHSBC Large Cap Fund Growth51667.5 CR2.16
This FundIDBI India Top 100 Equity Fund Growth3654.87 CR2.41
Fund Name1Y3Y
This FundKotak Large Cap Fund - Growth5.828847.7193
This FundAditya Birla Sun Life Large Cap Fund Growth4.087547.7511
This FundHSBC Large Cap Fund Growth6.541147.924
This FundIDBI India Top 100 Equity Fund Growth15.390681.0578

FAQs

HSBC Large 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 Cap Fund Growth is 2.16. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

HSBC Large Cap Fund Growth’s fund performance is as follows:
  • 1 Month : 4.31%
  • 6 Months : -2.62%
  • 1 Year : 6.54%
  • 3 Years : 13.94%
Returns of HSBC Large Cap Fund Growth are updated daily based on NAV of ₹ 473.5989 as on Apr 17,2026. Since inception, the return has been 47.92%.

You can invest in HSBC Large 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 Cap Fund Growth is ₹1,668 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in HSBC Large 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