HSBC Large Cap Fund Growth

HSBC Large Cap Fund Growth

+8.50%
3Y annualised
+1.13% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Oct '26
₹460.50
Min. for SIP
₹500
Fund size (AUM)
₹1,754.72 Cr
Expense ratio
2.31%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹58,480
-2.53%
3 years₹1,80,000₹1,82,983
+1.66%
5 years₹3,00,000₹3,55,029
+18.34%
10 years₹6,00,000₹10,18,816
+69.80%

Holdings (39)

NameSectorInstrumentsAssets
ICICI Bank LtdFinancialEquity8.66%
HDFC Bank LtdFinancialEquity8.48%
Reliance Industries LtdEnergy & UtilitiesEquity6.26%
Sterlite Technologies LtdTechnologyEquity5.70%
Larsen & Toubro LtdIndustrialsEquity5.36%
Zomato LtdTechnologyEquity4.56%
Shriram Transport Finance Company LtdFinancialEquity4.48%
State Bank of IndiaFinancialEquity3.83%
RepoUnspecifiedRepo3.56%
Bharti Airtel LtdTechnologyEquity3.50%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity2.94%
Interglobe Aviation LtdIndustrialsEquity2.84%
Infosys LtdTechnologyEquity2.83%
Axis Bank LtdFinancialEquity2.79%
Tata Motors LtdIndustrialsEquity2.40%
TVS Motor Company LtdConsumer DiscretionaryEquity2.34%
ITC LtdConsumer StaplesEquity2.25%
Bajaj Finance LtdFinancialEquity2.19%
Swiggy Ltd.TechnologyEquity2.14%
Mankind Pharma Ltd.HealthcareEquity2.14%
Apollo Hospitals Enterprise LtdHealthcareEquity2.09%
Titan Company LtdConsumer DiscretionaryEquity1.96%
Ultratech Cement LtdMaterialsEquity1.87%
Polycab India LtdIndustrialsEquity1.83%
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity1.28%
NTPC LtdEnergy & UtilitiesEquity1.20%
National Stock Exchange Of India Ltd EquityFinancialEquity1.14%
Tech Mahindra LtdTechnologyEquity1.09%
Tata Consumer Products LtdConsumer StaplesEquity1.08%
Delhivery LtdIndustrialsEquity1.05%
HCL Technologies LtdTechnologyEquity1.05%
Trent LtdConsumer DiscretionaryEquity1.01%
United Spirits LtdConsumer StaplesEquity1.00%
SBI Life Insurance Company LtdFinancialEquity0.97%
Sun Pharmaceutical Industries LtdHealthcareEquity0.78%
Meesho Ltd.Consumer DiscretionaryEquity0.78%
Billionbrains Garage Ventures Ltd.FinancialEquity0.52%
SBI Funds Management LtdFinancialEquity0.33%
Net PayablesUnspecifiedNet Payables-0.28%
See All

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+8.5%+6.8%+10.6%+17.7%
Category average (Equity Large Cap)+9.1%+7.4%+11.1%+15.2%
Rank (Equity Large Cap)433650--

Exit load, stamp duty and tax

Exit load

Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
Bandhan Large Cap Fund Growth
Bandhan Large Cap Fund Growth
-4.57%+10.37%2,097.65
Nippon India Large Cap Fund Growth
Nippon India Large Cap Fund Growth
-7.54%+8.82%51,296.06
DSP Large Cap Fund Growth
DSP Large Cap Fund Growth
-9.00%+8.80%6,642.37
ICICI Prudential Large Cap Fund Growth
ICICI Prudential Large Cap Fund Growth
-8.35%+8.77%76,352.23
HDFC Large Cap Fund Growth
HDFC Large Cap Fund Growth
-7.12%+6.79%37,293.95
Compare

Fund management

NS
Neelotpal Sahai
May 2013 - Present
View details

Education
Mr. Sahai is a B.Tech from IT BHU and PGDM from IIM
Experience
Prior to joining HSBC AMC he has worked with IDFC Investment Advisors.

About HSBC Large Cap Fund Growth

HSBC Large Cap Fund Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 27 May 2002. Neelotpal Sahai is the Current Fund Manager of HSBC Large Cap Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,55,363 Cr and the Latest NAV as of 13 Oct 2026 is ₹460.50. The HSBC Large Cap Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load for units in excess of 10% of the investment,1% will be charged for redemption 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.
Fund benchmarkNIFTY 100 Total Return Index

Fund house

Rank (total assets)#21 in India
Total AUM₹1,55,362.92 Cr
Date of Incorporation27 May 2002
Launch Date27 May 2002
Address9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
CustodianHDFC Bank
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,