HSBC Large & Mid Cap Fund - Growth - Regular Plan

  • Previous Nav

  • Net Change on 11-04-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To seek long term capital growth through investments in both large cap and mid cap stocks. However, there is no assurance that the investment objective of the Scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
HSBC Large & Mid Cap Fund - Regular Growth 3.29 -13.40 -0.06 12.79 22.83 14.74
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY LargeMidcap 250 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
HSBC Large & Mid Cap Fund - Regular Growth Mar 28, 2019 -0.06 12.79 22.83 1.93 3,769.36
Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Jul 09, 2010 Unrated -1.98 10.41 23.84 1.55 36,506.79
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth Feb 28, 1993 4.38 13.64 26.05 1.60 29,416.39
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 0.41 14.11 24.88 1.61 24,912.67
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 Unrated 5.12 12.31 23.46 1.62 23,163.33
ICICI Prudential Large & Mid Cap Fund - Growth Jul 09, 1998 6.30 17.99 29.58 1.69 19,352.94

Fund Holdings as on 31-March-2025

  • HDFC Bank Limited

  • Zomato Limited

  • Trent Limited

  • Infosys Limited

  • Transformers And Rectifiers (India) Limited

  • ICICI Bank Limited

  • Mahindra & Mahindra Limited

  • Max Healthcare Institute Limited

  • BSE Limited

  • GE Vernova T&D India Limited

  • Blue Star Limited

  • Persistent Systems Limited

  • Bharat Electronics Limited

  • Sun Pharmaceutical Industries Limited

  • Coforge Limited

  • Hindustan Aeronautics Limited

  • Bajaj Finance Limited

  • CG Power and Industrial Solutions Limited

  • Dixon Technologies (India) Limited

  • Bharti Airtel Limited

  • The Indian Hotels Company Limited

  • Lupin Limited

  • Nippon Life India Asset Management Limited

  • Safari Industries India Limited

  • Federal Bank Limited

  • Ashok Leyland Limited

  • Axis Bank Limited

  • UltraTech Cement Limited

  • Godfrey Phillips India Limited

  • NTPC Green Energy Limited

  • Maruti Suzuki India Limited

  • SAI Life Sciences Limited

  • Treps

  • Global Health Limited

  • TVS Motor Company Limited

  • Torrent Power Limited

  • Bharti Hexacom Limited

  • PB Fintech Limited

  • KEI Industries Limited

  • Kotak Mahindra Bank Limited

  • Biocon Limited

  • Jyoti CNC Automation Limited

  • Kaynes Technology India Ltd

  • Jubilant Foodworks Limited

  • Divi''s Laboratories Limited

  • Voltas Limited

  • Jindal Steel & Power Limited

  • Hindalco Industries Limited

  • HCL Technologies Limited

  • Mazagon Dock Shipbuilders Limited

  • Bajaj Housing Finance Limited

  • Prudent Corporate Advisory Services Limited

  • JSW Energy Limited

  • Aditya Birla Real Estate Limited

  • Cholamandalam Investment & Finance Company Limited

  • Swiggy Limited

  • Apar Industries Limited

  • HDFC Asset Management Company Limited

  • Techno Electric & Engineering Company Limited

  • LTIMindtree Limited

  • State Bank of India

  • PTC Industries Limited

  • NTPC Limited

  • KPIT Technologies Limited

  • Varun Beverages Limited

  • Bharat Heavy Electricals Limited

  • Zensar Technologies Limited

  • Tata Power Company Limited

  • Net Current Assets (including cash & bank balances)

  • Mankind Pharma Limited

  • Godrej Properties Limited

  • Sonata Software Limited

  • Sobha Limited

  • Home First Finance Company India Limited

  • Larsen & Toubro Limited

  • Siemens Limited

  • Computer Age Management Services Limited

  • Bajaj Auto Limited

  • Sundaram Finance Limited

  • Jio Financial Services Limited

  • Reliance Industries Limited

  • Wipro Limited

  • ZF Commercial Vehicle Control Systems India Ltd

  • Triveni Turbine Limited

  • Data Patterns India Limited

  • Tata Motors Limited

  • Prestige Estates Projects Limited

  • Colgate Palmolive (India) Limited

  • ABB India Limited

  • DLF Limited

  • Cummins India Limited

  • Suzlon Energy Limited

  • Polycab India Limited

  • Motilal Oswal Financial Services Limited

  • IIFL Capital Services Limited

View More
  • Bank - Private

  • IT - Software

  • Electric Equipment

  • Pharmaceuticals & Drugs

  • Defence

  • e-Commerce

  • Automobiles - Passenger Cars

  • Hospital & Healthcare Services

  • Retailing

  • Finance - Others

  • Air Conditioners

  • Telecommunication - Service Provider

  • Power Generation/Distribution

  • Finance - NBFC

  • Consumer Durables - Electronics

  • Finance - Asset Management

  • Hotel, Resort & Restaurants

  • Household & Personal Products

  • Automobiles-Trucks/Lcv

  • Cement & Construction Materials

  • Cigarettes/Tobacco

  • Miscellaneous

  • Automobile Two & Three Wheelers

  • Fintech

  • Cable

  • Engineering - Industrial Equipments

  • Electronics - Components

  • Consumer Food

  • Metal - Non Ferrous

  • Steel/Sponge Iron/Pig Iron

  • Finance - Housing

  • Ship Building

  • Diversified

  • Engineering - Construction

  • Bank - Public

  • Castings/Forgings

  • Construction - Real Estate

  • Depository Services

  • Auto Ancillary

  • Refineries

  • Finance - Stock Broking

  • Diesel Engines

View More

Fund Manager

  • Cash

  • Equity

View More

About HSBC Large & Mid Cap Fund

Scheme Analysis

HSBC Large & Mid Cap Fund is a Equity - Large & Mid Cap Fund fund and belongs to HSBC Mutual Fund. It was launched on 28-Mar-2019 and currently has an AUM of ₹3,769.36 crore. HSBC Large & Mid Cap Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY LargeMidcap 250 - TRI as secondary index.

The NAV of HSBC Large & Mid Cap Fund ended up ₹0.51(2.29%)yesterday to ₹22.953.

Among its top 3 holdings the fund has exposure to HDFC Bank Limited, and

The HSBC Large & Mid Cap Fund is managed by Cheenu Gupta and Abhishek Gupta.

Fund House Contact

9-11 Floors, NESCO IT Park, Building No.3, Western Exp Highway, Goregaon (E) Mumbai - 400 063

+91 (22) 66145000
+91 (22) 49146033