HSBC Large Cap Fund - Direct Plan

AMC: HSBC Moderate Risk Equity Large Cap

📊 Quick Summary Of This Page

HSBC Large Cap Fund - Direct Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
1.01%
Expense Ratio
Mr. Neelotpal Sahai
Fund Manager
IDCW Payout
Plan Type
01 Jan 2013
Launch Date
1%
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 - Nil If units redeemed or switched out are over and above the limit within 1 year from the date of allot ment - 1%. If units are redeemed or switched out on or after 1 year from the date of allotment - Nil.
Exit Load
NAV Momentum
Fund Analysis

HSBC Large Cap Fund - Direct Plan does not yet have a 5-year performance history.

The average return for Large Cap funds is 51.31% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return -4.05% -4.34%
2 Year Return -0.81% 7.94%
3 Year Return 2.86% 24.99%
4 Year Return 29.00% 42.81%
5 Year Return 27.89% 51.31%
6 Year Return 14.40% 83.45%
7 Year Return 44.95% 107.98%
Expense Ratio 1.01% -
NAV History
Fund Information

AMC: HSBC

Category: Equity • Large Cap

Launch Date: 01 Jan 2013

Fund Manager: Mr. Neelotpal Sahai

Minimum Purchase: ₹5,000

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 - Nil If units redeemed or switched out are over and above the limit within 1 year from the date of allot ment - 1%. If units are redeemed or switched out on or after 1 year from the date of allotment - Nil.

Lock-in: 1

Risk: Moderate Risk

About This Fund

HSBC Large Cap Fund - Direct Plan is managed by HSBC and belongs to the Equity category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

HSBC Large Cap Fund - Direct Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of HSBC Large Cap Fund - Direct Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

HSBC Large Cap Fund - Direct Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in HSBC Large Cap Fund - Direct Plan, based on the latest portfolio data.

HSBC Large Cap Fund - Direct Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of HSBC Large Cap Fund - Direct Plan is , which represents the annual cost charged for managing the fund.

HSBC Large Cap Fund - Direct Plan manages assets worth approximately , representing the total investor capital under management.

HSBC Large Cap Fund - Direct Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

HSBC Large Cap Fund - Direct Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, HSBC Large Cap Fund - Direct Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

HSBC Large Cap Fund - Direct Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing HSBC Large Cap Fund - Direct Plan and making investment decisions.

Yes, HSBC Large Cap Fund - Direct Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

HSBC Large Cap Fund - Direct Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of HSBC Large Cap Fund - Direct Plan to estimate returns and wealth creation over different time periods.