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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)

₹5,110 Cr

Lock In Period

N/A

Expense Ratio

1.88

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(%)
1M2.270.297.95
6M8.711.9429.78
1Y9.504.0640.44
3Y18.8712.79134.87

Portfolio Analysis

  • Equity: 98.38%
  • Debt: 1.62%
  • Others
As on: 2026-05-31
View allocation % by

1. ICICI Bank Limited5.63%
2. The Federal Bank Limited2.96%
3. City Union Bank Limited1.66%
4. HDFC Bank Limited1.63%
5. Axis Bank Limited0.22%

1. Bharat Heavy Electricals Limited2.95%
2. TRIVENI TURBINE LTD.1.60%
3. TD Power Systems Limited1.51%

1. Lupin Limited2.11%
2. Sun Pharmaceutical Industries Limited1.64%
3. Syngene International Limited0.86%
4. Sai Life Sciences Ltd.0.03%
5. Mankind Pharma Limited0.02%

1. BSE Ltd3.19%
2. Multi Commodity Exchange of India Ltd.1.04%

1. ICICI Prudential AMC Ltd2.62%
2. Nippon Life India Asset Management Ltd1.58%

1. GE Vernova T&D India Limited3.60%
2. Power Grid Corporation of India Limited0.47%

1. Billionbrains Garage Ventures Ltd.3.94%
2. Tech Mahindra Limited0.04%
3. Infosys Limited0.02%
4. PERSISTENT SYSTEMS LTD0.00%

1. FSN E-Commerce Ventures Limited3.83%
2. Eternal Limited0.01%

1. Bharat Electronics Limited3.66%

1. Lenskart Solutions Limited3.55%

1. Hindalco Industries Limited3.55%

1. Aditya Infotech Limited3.49%

1. JSW Steel Limited1.88%
2. Tata Steel Limited1.40%

1. Indian Bank2.35%
2. State Bank of India0.79%

1. PB Fintech Limited3.12%

1. Hitachi Energy India Limited2.94%

1. ABB India Limited2.34%
2. CG Power And Industrial Solutions Ltd0.03%
3. Siemens Energy India Limited0.02%

1. Tata Consumer Products Limited2.33%

1. Oil & Natural Gas Corporation Limited2.29%

1. Piramal Finance Ltd2.06%
2. Cholamandalam Invest & Finance Co Ltd0.03%
3. Shriram Finance Limited0.01%

1. Ather Energy Limited2.08%

1. Polycab India Limited1.74%

1. Thyrocare Technologies Limited1.72%

1. TVS Motor Company Limited1.55%
2. Eicher Motors Limited0.01%

1. AVALON TECHNOLOGIES LIMITED1.34%
2. Dixon Technologies (India) Limited0.01%

1. JSW Energy Limited1.18%
2. The Tata Power Company Limited0.02%
3. NTPC Limited0.02%
4. NTPC Green Energy Limited0.00%

1. Thermax Limited1.20%

1. Mahindra & Mahindra Limited1.17%

1. Godfrey Phillips India Limited1.02%

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 ₹5,110 Crore. The fund benchmarks its performance against the Nifty Large Midcap 250 Total Return while maintaining an expense ratio of 1.88. 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 Growth13423.84 CR1.94
UTI Large & Mid Cap Fund Growth35964.02 CR1.84
HSBC Large & Mid Cap Fund Growth55110.15 CR1.88
Invesco India Large & Mid Cap Fund Growth310152.74 CR1.75
Fund Name1Y3Y
This FundQuant Large & Mid Cap Fund Growth4.381860.9928
This FundUTI Large & Mid Cap Fund Growth0.081461.0103
This FundHSBC Large & Mid Cap Fund Growth9.496867.9715
This FundInvesco India Large & Mid Cap Fund Growth5.992488.1627

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 1.88. 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 : 2.27%
  • 6 Months : 8.71%
  • 1 Year : 9.50%
  • 3 Years : 18.87%
Returns of HSBC Large & Mid Cap Fund Growth are updated daily based on NAV of ₹ 29.5553 as on Jul 01,2026. Since inception, the return has been 67.97%.

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 ₹5,110 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.