NS
Neelotpal SahaiFund Manager Since 28 Mar 2019
EquityLarge & Mid-Cap
HSBC Large and Mid Cap Fund Direct Growth
3Y Annualised
21.97%
0.84% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
4.73%
0.84% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 6 months
NIFTY 50
5 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹4310.89 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.01%
Any redemption / switch-out of units within 1 year from the date of allotment shall be subject to 1% exit load. No Exit Load will be charged, if units are redeemed / switched-out after 1 year from the date of allotment
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
L&T Large and Midcap Fund Direct Plan Payout of Income Distribution cum Cap Wrdl
12.53%
2nd
L&T Large and Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
12.53%
3rd
L&T Large and Midcap Fund Payout of Income Distribution cum Cap Wrdl
12.42%
4th
L&T Large and Midcap Fund Reinvestment of Income Distribution cum Cap Wrdl
12.42%
5th
L&T Large and Midcap Fund Direct Plan Growth Option
11.84%
19th
HSBC Large and Mid Cap Fund Direct Growth
4.73%
Fund Managers
About HSBC Large and Mid Cap Fund Direct Growth
HSBC Large and Mid Cap Fund Direct Growth is a Equity mutual fund scheme from HSBC Asset Management (India) Private Ltd. This fund has been in existence for 6 years, having been launched on 2019-03-28. HSBC Large and Mid Cap Fund Direct Growth has ₹4310.89 Cr worth of assets under management (AUM) as of Wed Sep 17 2025. The latest Net Asset Value (NAV) of HSBC Large and Mid Cap Fund Direct Growth as of Tue Sep 16 2025 is ₹30.2497. The fund has an expense ratio of 0.82%, which is medium comparable to most other Equity funds.
HSBC Large and Mid Cap Fund Direct Growth returns for the last 1 year are -0.09%. Since launch, it has delivered % average annual returns.
The HSBC Large and Mid Cap Fund Direct Growth has the majority of its money invested in Consumer Cyclical, Financial Services, Industrials, Healthcare, Technology, Communication Services sectors.
Top 5 Holdings of HSBC Large and Mid Cap Fund Direct Growth.
- Eternal Ltd: 6.10%
- HDFC Bank Ltd: 5.99%
- GE Vernova T&D India Ltd: 3.75%
- Max Healthcare Institute Ltd Ordinary Shares: 3.56%
- ICICI Bank Ltd: 3.28%
AMC Information
| Name | HSBC Asset Management (India) Private Ltd |
|---|---|
| Founding Date | 2019-03-28 |
| hsbcmf@hsbc.co.in | |
| Phone | +91 22 66145000 |
| Website | https://www.assetmanagement.hsbc.co.in/en/mutual-funds |
| Address | 16, V N Road, Fort, Mumbai 400 001 |
Tax Implications of HSBC Large and Mid Cap Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from HSBC Asset Management (India) Private Ltd
HSBC Corporate Bond Fund Growth
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7.39%
expense ratio
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fund size
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HSBC Credit Risk Fund Direct Plan Growth
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11.96%
expense ratio
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HSBC Dynamic Bond Fund Growth
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expense ratio
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fund size
₹171.10 Cr
HSBC Balanced Advantage Fund Direct Plan Growth Option
AllocationDynamic Asset Allocation
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13.43%
expense ratio
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fund size
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HSBC Large Cap Fund - Growth Direct
EquityLarge-Cap
3Y CAGR
15.65%
expense ratio
1.27%
fund size
₹1829.09 Cr
FAQs
What is the current NAV of HSBC Large and Mid Cap Fund Direct Growth?
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How do I invest in HSBC Large and Mid Cap Fund Direct Growth?
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What are net assets under management (AUM) of HSBC Large and Mid Cap Fund Direct Growth?
What is the PE and PB ratio of HSBC Large and Mid Cap Fund Direct Growth?
What are the top 5 holdings of HSBC Large and Mid Cap Fund Direct Growth?
What are the top 3 sectors that HSBC Large and Mid Cap Fund Direct Growth has invested in?
Who is the manager of HSBC Large and Mid Cap Fund Direct Growth?
What is the exit load of HSBC Large and Mid Cap Fund Direct Growth?
How to Redeem HSBC Large and Mid Cap Fund Direct Growth?
Can I invest in SIP and a Lump Sum of HSBC Large and Mid Cap Fund Direct Growth?
