HSBC Large & Mid Cap Fund Growth Return

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  • 1Y
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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)

₹5,931 Cr

Lock In Period

N/A

Expense Ratio

2.53

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(%)
1M-0.31-0.642.98
6M23.094.8328.10
1Y9.424.4040.44
3Y17.5514.3690.14

Portfolio Analysis

  • Equity: 99.32%
  • Debt: 0.68%
  • Others
As on: 2026-08-31
View allocation % by

1. ICICI Bank Limited6.99%
2. HDFC Bank Limited4.68%
3. The Federal Bank Limited3.15%
4. City Union Bank Limited1.71%
5. Axis Bank Limited0.00%

1. Piramal Finance Ltd2.59%
2. Cholamandalam Invest & Finance Co Ltd1.59%
3. Mahindra & Mahindra Financial Serv Ltd.1.35%
4. Bajaj Finance Limited0.89%
5. Shriram Finance Limited0.01%

1. Lupin Limited1.80%
2. Gland Pharma Limited1.76%
3. Sun Pharmaceutical Industries Limited1.70%
4. Mankind Pharma Limited0.99%
5. Sai Life Sciences Ltd.0.04%
6. Syngene International Limited0.00%

1. Meesho Limited3.33%
2. FSN E-Commerce Ventures Limited2.60%
3. Eternal Limited0.01%

1. PB Fintech Limited2.96%
2. One 97 Communications Limited1.76%

1. Lenskart Solutions Limited4.68%

1. ICICI Prudential AMC Ltd1.92%
2. Nippon Life India Asset Management Ltd1.66%
3. HDFC Asset Management Company Limited0.63%

1. GE Vernova T&D India Limited2.62%
2. Adani Energy Solutions Limited1.04%

1. Ather Energy Limited3.19%

1. TVS Motor Company Limited2.81%
2. Eicher Motors Limited0.01%

1. Thyrocare Technologies Limited1.77%
2. VIJAYA DIAGNOSTIC CENTRE LIMITED1.03%

1. InterGlobe Aviation Limited2.56%

1. CG Power And Industrial Solutions Ltd2.41%
2. ABB India Limited0.02%
3. Siemens Energy India Limited0.01%

1. Aditya Infotech Limited2.39%

1. Coforge Limited1.35%
2. Tech Mahindra Limited0.68%
3. Billionbrains Garage Ventures Ltd.0.32%
4. Infosys Limited0.02%
5. PERSISTENT SYSTEMS LTD0.00%

1. Radico Khaitan Limited2.30%

1. JSW Steel Limited2.24%

1. TD Power Systems Limited1.09%
2. TRIVENI TURBINE LTD.1.08%
3. Bharat Heavy Electricals Limited0.01%

1. APAR INDUSTRIES LTD2.11%

1. Aditya Birla Capital Limited1.40%
2. KFIN Technologies Limited0.51%
3. Prudent Corporate Advisory Services Ltd0.18%

1. Hitachi Energy India Limited2.02%

1. Polycab India Limited1.73%

1. AVALON TECHNOLOGIES LIMITED1.70%

1. DLF Limited0.90%
2. Prestige Estates Projects Limited0.59%

1. JSW Energy Limited1.30%
2. NTPC Limited0.02%
3. The Tata Power Company Limited0.02%

1. Tata Motors Limited1.26%

1. AIA Engineering Limited1.11%

1. Multi Commodity Exchange of India Ltd.1.01%
2. BSE Ltd0.05%
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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 ₹5,931 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 2.53. 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
Bandhan Large & Mid Cap Fund Growth421,020 CR2.36
HSBC Large & Mid Cap Fund Growth55,931 CR2.53
Invesco India Large & Mid Cap Fund Growth312,387 CR1.88
Fund Name1Y3Y
This FundBandhan Large & Mid Cap Fund Growth3.40660.5855
This FundHSBC Large & Mid Cap Fund Growth9.419262.4205
This FundInvesco India Large & Mid Cap Fund Growth7.972483.7336

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 2.53. 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 : -0.31%
  • 6 Months : 23.09%
  • 1 Year : 9.42%
  • 3 Years : 17.55%
Returns of HSBC Large & Mid Cap Fund Growth are updated daily based on NAV of ₹ 30.1485 as on Sep 23,2026. Since inception, the return has been 62.42%.

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 ₹5,931 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.