Fund Details
HSBC Large Cap Equity Fund Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.63% |
| NAV | ₹269.54 (07 May 2021) |
|---|---|
| Fund Started | 10 Dec 2002 |
| Fund Size | ₹701 Cr |
Returns
Comparison
1. Age is more than 10 years
1. 10Y Returns are lower than the category average returns
2. Higher expense ratio - 2.63%
3. 1Y Returns are lower than the category average returns
4. 3Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 9.8% |
| HDFC Bank Ltd. | Financial | Equity | 9.4% |
| ICICI Bank Ltd. | Financial | Equity | 9.1% |
| Reliance Industries Ltd. | Energy | Equity | 7.2% |
| Axis Bank Ltd. | Financial | Equity | 6.0% |
| Hindustan Unilever Ltd. | FMCG | Equity | 5.2% |
| Tata Consultancy Services Ltd. | Technology | Equity | 5.0% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.5% |
| State Bank of India | Financial | Equity | 4.2% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.0% |
Fund Managers
HSBC Large Cap Equity Fund Growth Details
HSBC Large Cap Equity Fund Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹701 Cr and the Latest NAV as of 07 May 2021 is ₹269.54.
The HSBC Large Cap Equity Fund 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.
