HSBC Large & Mid Cap Fund - Direct Plan has delivered 133.33% absolute return over the last 5 years.
The average return for Large & Mid Cap funds is 76.78% .
This fund ranks #2 in its category based on 5-year returns.
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 7.48% .
The fund currently owns more than 83 stocks.
The top 10 holdings account for 36.27% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 24.48% | -1.86% |
| 2 Year Return | 61.92% | 11.61% |
| 3 Year Return | 91.06% | 32.10% |
| 4 Year Return | 212.40% | 57.26% |
| 5 Year Return | 223.78% | 76.78% |
| 6 Year Return | N/A | 125.17% |
| 7 Year Return | N/A | 141.57% |
| Expense Ratio | 0.66% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
7.48%
|
|
| 2 | Finance - Banks - Private Sector |
5.34%
|
|
| 3 | Lenses/Optical Care |
3.55%
|
|
| 4 | Financials |
3.43%
|
|
| 5 | Consumer Discretionary |
3.02%
|
|
| 6 | E-Commerce/E-Retail |
2.93%
|
|
| 7 | Industrials |
2.74%
|
|
| 8 | Financial Technologies (Fintech) |
2.74%
|
|
| 9 | Auto Ancl - Batteries |
2.54%
|
|
| 10 | Industrials |
2.50%
|
|
| 11 | Industrials |
2.46%
|
|
| 12 | Finance - Mutual Funds |
2.37%
|
AMC: HSBC
Category: Equity • Large & Mid Cap
Launch Date: 11 Mar 2019
Fund Manager: Ms. Cheenu Gupta
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
HSBC Large & Mid 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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