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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
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6M
1Y
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NAV: 18 Dec 2025
₹22.57
Rating
3
Min. SIP amount
₹500
Fund size
₹4,664.05Cr
Returns calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (85)
See All
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Returns and rankings
Category: Equity Large & MidCap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -7.0% | 20.6% | 18.7% | 16.5% |
| Category average | -1.9% | 16.8% | 18.1% | NA |
| Rank with in category | 42 | 8 | 14 | NA |
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Peer Comparison
| Equity, Large & MidCap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Bandhan Large & Mid Cap Fund Direct IDCW | 5 | 5.3% | 23.9% | 11,799.16 |
ICICI Prudential Large & Mid Cap Fund Direct Plan IDCW | 5 | 10.3% | 21.2% | 26,939.23 |
Nippon India Vision Large & Mid Cap Direct IDCW | 4 | 2.4% | 20.8% | 6,866.18 |
SBI Large & Midcap Fund Direct Plan IDCW | 4 | 6.7% | 17.9% | 37,044.60 |
Motilal Oswal Large and Midcap Fund Direct IDCW | 5 | NA | NA | 15,146.47 |
Expense ratio, exit load and tax
Expense ratio: 0.81%
Inclusive of GST
Exit load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
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Check past data
Fund management
Mayank ChaturvediOct 2025 - PresentView details
Mayank Chaturvedi
Oct 2025 - Present
View details
Education
Chartered Accountant (ICAI) CFA Level 2 (Charlottsville, USA) B.Com (Ahmedabad University)
Experience
Prior joining the HSBC AMC, he was associated with Equirus Securities Ltd.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
Phone
NA
Launch Date
27 May 2002
E-mail
NA
HSBC Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]Website
www.camsonline.comCompare funds
HSBC Large and Mid Cap Fund Direct IDCW
VS
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