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HSBC Large Cap Equity Fund Dividend-1.03%

17.36%
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 Ratio2.46%
NAV₹34.35 (15 Jan 2021)
Fund Started10 Dec 2002
Fund Size698 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
17.4%
9.3%
15.0%
10.1%
Category Average
17.6%
9.6%
14.4%
-
Rank Within Category
68
58
31
-
*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 17.4% returns per annum

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
HDFC Bank Ltd.FinancialEquity10.0%
ICICI Bank Ltd.FinancialEquity9.1%
Reliance Industries Ltd.EnergyEquity8.8%
Infosys Ltd.TechnologyEquity8.8%
Kotak Mahindra Bank Ltd.FinancialEquity7.2%
Housing Development Finance Corpn. Ltd.FinancialEquity5.5%
Bajaj Finance Ltd.FinancialEquity5.2%
Hindustan Unilever Ltd.FMCGEquity4.9%
Axis Bank Ltd.FinancialEquity4.8%
Maruti Suzuki India Ltd.AutomobileEquity3.7%
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 ₹698 Cr and the Latest NAV as of 15 Jan 2021 is ₹34.35.

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

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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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