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HSBC Large Cap Equity Fund Direct Growth+0.31%

40.99%
1 Year Return
Equity
Large Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

HSBC Large Cap Equity Fund Direct Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio1.51%
NAV₹313.38 (23 Jul 2021)
Fund Started01 Jan 2013
Fund Size742 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
41.0%
13.1%
14.1%
13.1%
Category Average
48.0%
13.9%
14.2%
-
Rank Within Category
53
40
18
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 41.0% returns per annum

Comparison

Data not available
Pros
1. 5Y Returns are higher than the category average returns
Cons
1. 1Y Returns are lower than the category average returns
2. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity9.9%
ICICI Bank Ltd.FinancialEquity9.4%
HDFC Bank Ltd.FinancialEquity9.1%
Reliance Industries Ltd.EnergyEquity7.1%
Tata Consultancy Services Ltd.TechnologyEquity7.0%
Axis Bank Ltd.FinancialEquity6.0%
State Bank of IndiaFinancialEquity5.1%
Housing Development Finance Corpn. Ltd.FinancialEquity4.2%
Hindustan Unilever Ltd.FMCGEquity4.2%
Larsen & Toubro Ltd.ConstructionEquity4.0%
See All

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.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
Exit load of 1% if redeemed within 1 year
Exit Load

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About HSBC Mutual Fund

Address
16, V N Road, Fort, Mumbai 400 001
Phone
022- 66145000
Launch Date
27 May 2002
Website
NA
HSBC Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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