Fund Details
HSBC Large Cap Equity Fund Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.48% |
| NAV | ₹241.20 (23 Nov 2020) |
|---|---|
| Fund Started | 10 Dec 2002 |
| Fund Size | ₹605 Cr |
Returns
as per Historical Returns
Comparison
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
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 9.8% |
| Infosys Ltd. | Technology | Equity | 9.2% |
| Reliance Industries Ltd. | Energy | Equity | 8.8% |
| ICICI Bank Ltd. | Financial | Equity | 8.4% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 6.4% |
| Hindustan Unilever Ltd. | FMCG | Equity | 5.1% |
| Axis Bank Ltd. | Financial | Equity | 4.5% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.5% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 4.0% |
| Tata Consultancy Services Ltd. | Technology | 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 ₹605 Cr and the Latest NAV as of 23 Nov 2020 is ₹241.20.
The HSBC Large Cap Equity Fund Growth 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.
