Fund Details
HSBC Large Cap Equity Fund Direct Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.52% |
| NAV | ₹284.55 (13 Apr 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹701 Cr |
Returns
Comparison
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 9.8% |
| HDFC Bank Ltd. | Financial | Equity | 9.4% |
| ICICI Bank Ltd. | Financial | Equity | 9.1% |
| Reliance Industries Ltd. | Energy | Equity | 7.2% |
| Axis Bank Ltd. | Financial | Equity | 6.0% |
| Hindustan Unilever Ltd. | FMCG | Equity | 5.2% |
| Tata Consultancy Services Ltd. | Technology | Equity | 5.0% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.5% |
| State Bank of India | Financial | 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 ₹701 Cr and the Latest NAV as of 13 Apr 2021 is ₹284.55.
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.
