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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)

₹4,877 Cr

Lock In Period

N/A

Expense Ratio

3.09

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

Summary

HSBC Large & Mid Cap Fund Growth NAV is ₹28.379 as of 23 May, 2026. HSBC Large & Mid Cap Fund Growth has delivered 73.83% returns since its launch. The minimum SIP investment amount in HSBC Large & Mid Cap Fund Growth is ₹500. The AUM of HSBC Large & Mid Cap Fund Growth is ₹4,877 Cr. The expense ratio of the fund is 3.09%, and its benchmark is Nifty Large Midcap 250 Total Return. The current exit load of the fund 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 last 1M months, HSBC Large & Mid Cap Fund Growth has delivered 1.93% returns.

HSBC Large & Mid Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.930.037.30
6M2.721.8529.78
1Y11.175.0840.44
3Y20.2416.32134.87

Portfolio Analysis

  • Equity: 98.73%
  • Debt: 1.27%
  • Others
As on: 2026-04-30
View allocation % by

1. ICICI Bank Limited5.93%
2. The Federal Bank Limited3.08%
3. City Union Bank Limited1.84%
4. HDFC Bank Limited0.80%
5. Axis Bank Limited0.22%
6. Kotak Mahindra Bank Limited0.00%

1. TD Power Systems Limited2.33%
2. Bharat Heavy Electricals Limited1.68%
3. TRIVENI TURBINE LTD.1.06%
4. Jyoti Cnc Automation Ltd0.01%

1. BSE Ltd3.47%
2. Multi Commodity Exchange of India Ltd.1.09%

1. Billionbrains Garage Ventures Ltd.4.19%
2. Tech Mahindra Limited0.04%
3. Infosys Limited0.02%
4. PERSISTENT SYSTEMS LTD0.00%

1. Piramal Finance Ltd2.24%
2. Shriram Finance Limited1.87%
3. Cholamandalam Invest & Finance Co Ltd0.04%

1. Oil & Natural Gas Corporation Limited3.25%
2. Oil India Limited0.86%

1. FSN E-Commerce Ventures Limited4.05%
2. Eternal Limited0.01%

1. Bharat Electronics Limited4.03%

1. Lupin Limited1.99%
2. Syngene International Limited0.95%
3. Mankind Pharma Limited0.48%
4. Anthem Biosciences Limited0.12%
5. Sun Pharmaceutical Industries Limited0.09%
6. Sai Life Sciences Ltd.0.03%

1. GE Vernova T&D India Limited3.51%

1. Aditya Infotech Limited3.48%

1. Hindalco Industries Limited3.42%

1. Hitachi Energy India Limited3.16%

1. The Tata Power Company Limited1.68%
2. NTPC Green Energy Limited0.84%
3. JSW Energy Limited0.48%
4. NTPC Limited0.02%

1. ICICI Prudential AMC Ltd2.55%
2. Aditya Birla Capital Limited0.26%
3. Prudent Corporate Advisory Services Ltd0.17%

1. JSW Steel Limited1.65%
2. Tata Steel Limited1.26%

1. Indian Bank2.51%
2. State Bank of India0.38%

1. Lenskart Solutions Limited2.70%

1. PB Fintech Limited2.49%

1. Ather Energy Limited2.11%

1. Polycab India Limited1.98%

1. ABB India Limited1.88%
2. CG Power And Industrial Solutions Ltd0.03%
3. Siemens Energy India Limited0.01%

1. Tata Consumer Products Limited1.91%

1. Nippon Life India Asset Management Ltd1.52%
2. HDFC Asset Management Company Limited0.01%

1. Thyrocare Technologies Limited1.43%

1. TVS Motor Company Limited1.17%
2. Eicher Motors Limited0.01%

1. Kirloskar Oil Engines Ltd0.99%
2. Cummins India Limited0.11%

1. Godfrey Phillips India Limited1.05%

1. Radico Khaitan Limited1.01%

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 ₹4,877 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 3.09. 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
Quant Large & Mid Cap Fund Growth13249.46 CR1.96
UTI Large & Mid Cap Fund Growth35896.42 CR1.85
HSBC Large & Mid Cap Fund Growth54877.42 CR3.09
Motilal Oswal Large and Midcap Fund Growth416776.57 CR1.91
Fund Name1Y3Y
This FundQuant Large & Mid Cap Fund Growth5.958768.9981
This FundUTI Large & Mid Cap Fund Growth3.081672.1909
This FundHSBC Large & Mid Cap Fund Growth11.171273.8262
This FundMotilal Oswal Large and Midcap Fund Growth5.584691.534

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 3.09. 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 : 1.93%
  • 6 Months : 2.72%
  • 1 Year : 11.17%
  • 3 Years : 20.24%
Returns of HSBC Large & Mid Cap Fund Growth are updated daily based on NAV of ₹ 28.379 as on May 22,2026. Since inception, the return has been 73.83%.

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 ₹4,877 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.