HSBC Large Cap Equity Fund Dividend+0.17%

3.49%
1 Year Return
Equity
Large Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

HSBC Large Cap Equity Fund Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.48%
NAV28.33 (23 Oct 2020)
Fund Started10 Dec 2002
Fund Size593 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HSBC Large Cap Equity Fund Dividend
3.5%
4.2%
8.5%
19.0%
Category Average
1.9%
5.1%
7.8%
-
Rank within category
39
64
22
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 3.5% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. Age is more than 10 years
    4. 1Y Returns are higher than the category average returns
    5. 5Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark
    5. 10Y Returns are lower than the benchmark
    6. Risk-adjusted returns are lower compared to the category
    7. 3Y Returns are lower than the category average returns
    8. 10Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity9.8%
    HDFC Bank Ltd.FinancialEquity9.7%
    Infosys Ltd.TechnologyEquity9.4%
    ICICI Bank Ltd.FinancialEquity8.1%
    Hindustan Unilever Ltd.FMCGEquity5.8%
    Kotak Mahindra Bank Ltd.FinancialEquity4.8%
    Maruti Suzuki India Ltd.AutomobileEquity4.5%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.4%
    Axis Bank Ltd.FinancialEquity3.9%
    Bharti Airtel Ltd.CommunicationEquity3.9%
    See All

    HSBC Large Cap Equity Fund Dividend Details

    HSBC Large Cap Equity Fund Dividend is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 10 Dec 2002. Neelotpal Sahai is the Current Fund Manager of HSBC Large Cap Equity Fund Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹593 Cr and the Latest NAV as of 23 Oct 2020 is ₹28.33.

    The HSBC Large Cap Equity Fund Dividend 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.

    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

    Compare Funds

    HSBC Large Cap Equity Fund Dividend
    VS
    search

    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,
    Similar Funds
    Data not available