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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹1,894 Cr
Lock In Period
N/A
Expense Ratio
2.13
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 ₹442.229 NAV as of Mar 27,2026 and returns since inception of 49.21%. Minimum investments start at SIP ₹500. The HSBC Large Cap Fund Growth AUM is ₹1,894 Cr, with a lock-in of N/A years, expense ratio of 2.13%, 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 -8.38% returns, against a category average of -1.84% and a category best of 16.99%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -8.38 | -1.84 | 16.99 |
| 6M | -4.02 | 0.92 | 22.66 |
| 1Y | 1.99 | 4.60 | 26.63 |
| 3Y | 14.27 | 14.08 | 87.46 |
Portfolio Analysis
- Equity: 96.63%
- Debt: 3.37%
- Others
As on: 2026-02-28
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About Fund
HSBC Large Cap Fund Growth managed by HSBC Mutual Fund,is a Large-capscheme with Assets Under Management of ₹1,894 Crore. The fund benchmarks its performance against the Nifty 50 Total Returns Index while maintaining an expense ratio of 2.13. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundL&T India Large Cap Fund - Growth | 2 | 757.87 CR | 2.42 |
| This FundJM Large Cap Fund Growth | 2 | 442.78 CR | 2.42 |
| This FundHSBC Large Cap Fund Growth | 2 | 1893.8 CR | 2.13 |
| This FundIDBI India Top 100 Equity Fund Growth | 3 | 654.87 CR | 2.41 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundL&T India Large Cap Fund - Growth | 3.5184 | 48.2709 |
| This FundJM Large Cap Fund Growth | -0.0941 | 48.5054 |
| This FundHSBC Large Cap Fund Growth | 1.9885 | 49.2092 |
| This FundIDBI India Top 100 Equity Fund Growth | 15.3906 | 81.0578 |
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 2.13. 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 : -8.38%
- 6 Months : -4.02%
- 1 Year : 1.99%
- 3 Years : 14.27%
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 ₹1,894 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