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CASPeR Ranking #80
HSBC Large Cap Fund - Growth Direct
NAV (Fri Sep 06 2024)
₹535
Returns (Since Inception)
16.09%
Category Average
15.51%
Rating
4
Allocation and Holdings
Asset class
Weightage
Financial Services
13.92%
Industrials
5.79%
Energy
5.33%
Technology
4.73%
Real Estate
3.60%
Basic Materials
3.01%
Utilities
2.95%
Communication Services
2.83%
Consumer Defensive
2.74%
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Overall rating
Scheme Information
Fund name
HSBC Large Cap Fund - Growth Direct
Minimum SIP
500
Risk Level
Very High Risk
AUM
₹1759.39 Cr
ISIN
INF336L01CM7
Inception Date
Jan 01 2013
Standard Deviation
13.116
Beta
0.99
Sharpe Ratio
0.85
Benchmark
IISL Nifty 100 TR INR
Expense Ratio
1.190%
Exit Load
In respect of each purchase / switch in of Units, an Exit Load of 1% is payable if Units are redeemed / switched out within 1 year from the date of allotment. No Exit Load will be charged, if Units are redeemed/switched out after 1 year from the date of allotment.
Risk
Very High Risk
Investment Objective
To generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly large cap companies.However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund Managers
Neelotpal Sahai
About the AMC
HSBC Asset Management(India)Private Ltd
Phone Number
+91 22 66145000Email Address
hsbcmf@hsbc.co.inCorporate Office Address
HSBC Asset Management (India) Private Ltd.,16, V N Road,,FortOverall AUM
₹1759.39 Cr
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frequently asked questions
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What is the current NAV of HSBC Large Cap Fund - Growth Direct?
The NAV of HSBC Large Cap Fund - Growth Direct is ₹535 as of Fri Sep 06 2024.
Net asset value, or NAV for short, is a mutual fund's cost per unit. Consider it the share price of a stock, but one that represents the total worth of all the investments made by the fund. This value affects how much you pay to invest or receive when redeeming units, and it changes every day based on changes in the market. Gaining insight into NAV enables you to evaluate a fund's performance and make wise investment choices.
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Who is the fund manager of HSBC Large Cap Fund - Growth Direct?
Neelotpal Sahai is the current fund manager of HSBC Large Cap Fund - Growth Direct as on Sat Sep 07 2024. A fund manager's performance history, investment style and strategy, approach to risk management, tenure and experience, fees and charges, and alignment with investor goals all have an impact on the fund performance.
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What is the expense ratio of HSBC Large Cap Fund - Growth Direct?
The Expense Ratio of HSBC Large Cap Fund - Growth Direct is 119.00% as of Sat Sep 07 2024 which means if you earn ₹50,000 worth returns on an investment in this fund then 119.00% of those returns will be retained by the AMC.
The annual fees you pay the mutual fund firm to manage your investments in that fund are known as the Expense Ratio. The Expense Ratio is deducted from the returns that the fund generates and expressed as a percentage of Assets Under Management (AUM).
Because a smaller portion of the gains will be retained, a fund with a lower expense ratio is always preferable because it will result in larger returns for you.
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What is the minimum SIP amount of HSBC Large Cap Fund - Growth Direct?
The minimum Systematic Investment Plan (SIP) amount required for HSBC Large Cap Fund - Growth Direct is ₹500. A Systematic Investment Plan (SIP) is an investment approach in mutual funds where an investor selects a mutual fund scheme and invests a fixed amount at regular intervals. The SIP investment strategy involves investing a small amount consistently over time, as opposed to investing a large sum in a single instance. This method aims to potentially yield higher returns over the long term by leveraging the benefits of rupee cost averaging and compounding.
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What is the minimum lump sum amount required to invest in HSBC Large Cap Fund - Growth Direct?
To initiate a lump sum investment in HSBC Large Cap Fund - Growth Direct, a minimum initial amount of ₹5,000 is necessary. This means that to participate in this investment option, investors must commit a starting sum of at least INR 5000. A lumpsum investment is a common approach to investing money in financial instruments such as mutual funds. This method involves investing a substantial sum of money in a financial instrument in a single transaction, as opposed to making multiple smaller payments over time.
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What is risk category of the HSBC Large Cap Fund - Growth Direct?
In accordance with SEBI regulations, mutual funds are required to disclose the risk associated with investing, categorized into five levels: (a) Low: Low risk to principal, (b) Moderately Low: Moderately low risk to principal, (c) Moderate: Moderate risk to principal, (d) Moderately High: Moderately high risk to principal, (e) High: High risk to principal. The risk category of HSBC Large Cap Fund - Growth Direct is classified as Very High Risk.
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What is the category of HSBC Large Cap Fund - Growth Direct?
The category of the HSBC Large Cap Fund - Growth Direct is Equity.
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