Fund Details
HSBC Large Cap Equity Fund Direct Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.51% |
| NAV | ₹313.38 (23 Jul 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹742 Cr |
Returns
Comparison
1. 5Y Returns are higher than the category average returns
1. 1Y Returns are lower than the category average returns
2. 3Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 9.9% |
| ICICI Bank Ltd. | Financial | Equity | 9.4% |
| HDFC Bank Ltd. | Financial | Equity | 9.1% |
| Reliance Industries Ltd. | Energy | Equity | 7.1% |
| Tata Consultancy Services Ltd. | Technology | Equity | 7.0% |
| Axis Bank Ltd. | Financial | Equity | 6.0% |
| State Bank of India | Financial | Equity | 5.1% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.2% |
| Hindustan Unilever Ltd. | FMCG | Equity | 4.2% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.0% |
Fund Managers
HSBC Large Cap Equity Fund Direct Growth Details
HSBC Large Cap Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Neelotpal Sahai is the Current Fund Manager of HSBC Large Cap Equity Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹742 Cr and the Latest NAV as of 23 Jul 2021 is ₹313.38.
The HSBC Large Cap Equity Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year
Investment Objective
The scheme seeks to generate long-term capital growth from a diversified portfolio of equity and equity related securities of predominantly large cap companies.
Tax Implications
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
