Fund Details
HSBC Large Cap Equity Fund Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.52% |
| NAV | ₹287.26 (22 Jan 2021) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹698 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
1. Risk-adjusted returns are lower compared to the category
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 9.8% |
| Infosys Ltd. | Technology | Equity | 9.4% |
| HDFC Bank Ltd. | Financial | Equity | 9.4% |
| Reliance Industries Ltd. | Energy | Equity | 8.5% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 5.5% |
| Axis Bank Ltd. | Financial | Equity | 5.1% |
| Bajaj Finance Ltd. | Financial | Equity | 4.9% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 4.9% |
| Hindustan Unilever Ltd. | FMCG | Equity | 4.8% |
| Tata Consultancy Services Ltd. | Technology | Equity | 4.3% |
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 ₹698 Cr and the Latest NAV as of 22 Jan 2021 is ₹287.26.
The HSBC Large Cap Equity Fund Direct Growth is rated Moderately 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.
