How to Invest in HSBC Large and Mid Cap Fund Direct IDCW?

You can easily invest in HSBC Large and Mid Cap Fund Direct IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for HSBC Large and Mid Cap Fund Direct IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in HSBC Large and Mid Cap Fund Direct IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does HSBC Large and Mid Cap Fund Direct IDCW provide?

The HSBC Large and Mid Cap Fund Direct IDCW has been there from 28 Mar 2019 and the average annual returns provided by this fund is 22.07% since its inception.

How much expense ratio is charged by HSBC Large and Mid Cap Fund Direct IDCW?

The term Expense Ratio used for HSBC Large and Mid Cap Fund Direct IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of HSBC Large and Mid Cap Fund Direct IDCW is 1.00% as of 02 Oct 2023...

What is the AUM of HSBC Large and Mid Cap Fund Direct IDCW?

The AUM, short for Assets Under Management of HSBC Large and Mid Cap Fund Direct IDCW is ₹2,335.55Cr as of 02 Oct 2023.

How to Redeem HSBC Large and Mid Cap Fund Direct IDCW?

If you want to sell your HSBC Large and Mid Cap Fund Direct IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of HSBC Large and Mid Cap Fund Direct IDCW?

You can select either SIP or Lumpsum investment of HSBC Large and Mid Cap Fund Direct IDCW based on your investment objective and risk tolerance.

What is the NAV of HSBC Large and Mid Cap Fund Direct IDCW?

The NAV of HSBC Large and Mid Cap Fund Direct IDCW is ₹18.50 as of 29 Sep 2023.

What is the PE and PB ratio of HSBC Large and Mid Cap Fund Direct IDCW?

The PE ratio ratio of HSBC Large and Mid Cap Fund Direct IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

HSBC Large and Mid Cap Fund Direct IDCW - NAV, Mutual Fund Performance & Portfolio

HSBC Large and Mid Cap Fund Direct IDCW
Equity
Large & MidCap
Moderately High Risk
Payout
22.75%
3Y annualised
-0.02% 1D
1M
6M
1Y
3Y
All
 NAV: 29 Sep 2023₹18.50
Min. SIP amount₹1,000
Rating2
Fund size₹2,335.55Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Large & MidCap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA22.1%22.8%15.5%
Category averageNA19.6%25.2%NA
Rank with in categoryNA1123NA
Understand terms
Holdings (65)NameSectorInstrumentAssets
Larsen & Toubro Ltd.
ConstructionEquity3.7%
HDFC Bank Ltd.
FinancialEquity3.6%
Polycab India Ltd.
Capital GoodsEquity3.1%
CG Power and Industrial Solutions Ltd.
Capital GoodsEquity3.1%
Cholamandalam Investment and Finance Company Ltd.
FinancialEquity3.0%
Mahindra & Mahindra Financial Services Ltd.
FinancialEquity2.9%
TVS Motor Company Ltd.
AutomobileEquity2.8%
ICICI Bank Ltd.
FinancialEquity2.7%
Safari Industries (India) Ltd.
ChemicalsEquity2.4%
Max Healthcare Institute Ltd.
HealthcareEquity2.4%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
22 Sep 2023 - Present
1.00%
21 Sep 2023 - 22 Sep 2023
1.00%
20 Sep 2023 - 21 Sep 2023
1.00%
18 Sep 2023 - 20 Sep 2023
0.99%
15 Sep 2023 - 18 Sep 2023
0.99%
14 Sep 2023 - 15 Sep 2023
0.99%
13 Sep 2023 - 14 Sep 2023
1.00%
12 Sep 2023 - 13 Sep 2023
1.00%
11 Sep 2023 - 12 Sep 2023
0.99%
08 Sep 2023 - 11 Sep 2023
0.99%
07 Sep 2023 - 08 Sep 2023
0.99%
06 Sep 2023 - 07 Sep 2023
1.00%
05 Sep 2023 - 06 Sep 2023
1.00%
04 Sep 2023 - 05 Sep 2023
1.00%
01 Sep 2023 - 04 Sep 2023
1.00%
31 Aug 2023 - 01 Sep 2023
1.00%
31 Jul 2023 - 31 Aug 2023
1.00%
30 Jun 2023 - 31 Jul 2023
1.01%
31 May 2023 - 30 Jun 2023
1.02%
30 Apr 2023 - 31 May 2023
1.04%
31 Mar 2023 - 30 Apr 2023
1.08%
28 Feb 2023 - 31 Mar 2023
1.08%
31 Jan 2023 - 28 Feb 2023
1.05%
31 Dec 2022 - 31 Jan 2023
0.81%
31 Dec 2022 - 31 Dec 2022
0.81%
30 Nov 2022 - 31 Dec 2022
0.81%
30 Nov 2022 - 30 Nov 2022
0.81%
31 Oct 2022 - 30 Nov 2022
0.80%
31 Oct 2022 - 31 Oct 2022
0.80%
31 Oct 2022 - 31 Oct 2022
0.80%
30 Sep 2022 - 31 Oct 2022
0.80%
30 Sep 2022 - 30 Sep 2022
0.80%
30 Sep 2022 - 30 Sep 2022
0.80%
31 Aug 2022 - 30 Sep 2022
0.80%
31 Aug 2022 - 31 Aug 2022
0.80%
31 Jul 2022 - 31 Aug 2022
0.80%
31 Jul 2022 - 31 Jul 2022
0.80%
30 Jun 2022 - 31 Jul 2022
0.80%
30 Jun 2022 - 30 Jun 2022
0.80%
31 May 2022 - 30 Jun 2022
0.79%
31 May 2022 - 31 May 2022
0.79%
30 Apr 2022 - 31 May 2022
0.79%
30 Apr 2022 - 30 Apr 2022
0.79%
31 Mar 2022 - 30 Apr 2022
0.80%
31 Mar 2022 - 31 Mar 2022
0.80%
28 Feb 2022 - 31 Mar 2022
0.80%
28 Feb 2022 - 28 Feb 2022
0.80%
31 Jan 2022 - 28 Feb 2022
0.80%
31 Dec 2021 - 31 Jan 2022
0.80%
30 Nov 2021 - 31 Dec 2021
0.79%
31 Oct 2021 - 30 Nov 2021
0.79%
30 Sep 2021 - 31 Oct 2021
0.79%
31 Aug 2021 - 30 Sep 2021
0.79%
31 Jul 2021 - 31 Aug 2021
0.79%
30 Jun 2021 - 31 Jul 2021
0.79%
31 May 2021 - 30 Jun 2021
0.78%
30 Apr 2021 - 31 May 2021
0.78%
31 Mar 2021 - 30 Apr 2021
0.80%
28 Feb 2021 - 31 Mar 2021
0.79%
31 Jan 2021 - 28 Feb 2021
0.79%
31 Dec 2020 - 31 Jan 2021
0.79%
30 Nov 2020 - 31 Dec 2020
0.79%
31 Oct 2020 - 30 Nov 2020
0.81%
30 Sep 2020 - 31 Oct 2020
0.81%
31 Aug 2020 - 30 Sep 2020
0.81%
31 Jul 2020 - 31 Aug 2020
0.81%
30 Jun 2020 - 31 Jul 2020
0.81%
31 May 2020 - 30 Jun 2020
0.82%
30 Apr 2020 - 31 May 2020
0.82%
31 Mar 2020 - 30 Apr 2020
0.82%
29 Feb 2020 - 31 Mar 2020
0.82%
31 Jan 2020 - 29 Feb 2020
0.83%
31 Dec 2019 - 31 Jan 2020
0.83%
30 Nov 2019 - 31 Dec 2019
0.83%
31 Oct 2019 - 30 Nov 2019
0.81%
30 Sep 2019 - 31 Oct 2019
0.81%
31 Aug 2019 - 30 Sep 2019
0.81%
31 Jul 2019 - 31 Aug 2019
0.81%
30 Jun 2019 - 31 Jul 2019
0.81%
31 May 2019 - 30 Jun 2019
0.84%
30 Apr 2019 - 31 May 2019
0.84%
31 Mar 2019 - 30 Apr 2019
0.84%
Expense ratio, exit load and taxExpense ratio: 1.00%Inclusive of GST
Exit loadFor units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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. 
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000
Fund managementNeelotpal Sahai
Mar 2019 - 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.
Also manages these schemes
HSBC Large Cap Fund IDCW
HSBC Large Cap Fund Growth
HSBC Flexi Cap Fund IDCW
HSBC Flexi Cap Fund Growth
HSBC Small Cap Equity Fund Growth
HSBC Small Cap Equity Fund IDCW
HSBC Dynamic Asset Allocation Fund Growth
HSBC Dynamic Asset Allocation Fund IDCW
HSBC Large Cap Fund Direct IDCW
HSBC Large Cap Fund Direct Growth
HSBC Dynamic Asset Allocation Fund Direct IDCW
HSBC Dynamic Asset Allocation Fund Direct Growth
HSBC Flexi Cap Fund Direct IDCW
HSBC Flexi Cap Fund Direct Growth
HSBC Small Cap Equity Fund Direct IDCW
HSBC Small Cap Equity Fund Direct Growth
HSBC Equity Hybrid Fund Regular IDCW
HSBC Equity Hybrid Fund Direct IDCW
HSBC Equity Hybrid Fund Regular Growth
HSBC Equity Hybrid Fund Direct Growth
HSBC Large and Mid Cap Fund Regular IDCW
HSBC Large and Mid Cap Fund Direct IDCW
HSBC Large and Mid Cap Fund Regular Growth
HSBC Large and Mid Cap Fund Direct Growth
HSBC Focused Fund Regular Growth
HSBC Focused Fund Regular IDCW
HSBC Focused Fund Direct Growth
HSBC Focused Fund Direct IDCW
HSBC Balanced Advantage Fund IDCW
HSBC Balanced Advantage Fund Growth
HSBC Balanced Advantage Fund Direct IDCW
HSBC Balanced Advantage Fund Direct Growth
Cheenu Gupta
Nov 2022 - Present
View details
Education
Ms. Gupta is CFA Charter holder (USA), PGDBM (Finance) & B.E. (I.T)
Experience
Prior to joining HSBC Mutual Fund, she has worked with L&T Mutual Fund, Canara Robeco Mutual Fund, Tata AIA Life Insurance Company as Fund Manager, ING Investment Management as Senior Research Analyst and UTI AMC Ltd. as Research Analyst.
Also manages these schemes
Canara Robeco Equity Tax Saver Regular IDCW
HSBC Conservative Hybrid Fund IDCW Monthly
HSBC Conservative Hybrid Fund IDCW Quarterly
HSBC Conservative Hybrid Fund Growth
Canara Robeco Infrastructure Fund Regular IDCW
Canara Robeco Infrastructure Fund Regular Growth
HSBC Tax Saver Equity Fund IDCW
HSBC Tax Saver Equity Fund Growth
Canara Robeco Equity Hybrid Fund Regular Growth
Canara Robeco Equity Hybrid Fund Regular IDCW Monthly
Canara Robeco Equity Tax Saver Regular Growth
Canara Robeco Consumer Trends Fund Regular Growth
Canara Robeco Consumer Trends Fund Regular IDCW
L&T Conservative Hybrid Fund Growth
L&T Conservative Hybrid Fund IDCW Monthly
L&T Conservative Hybrid Fund IDCW Quarterly
HSBC Infrastructure Fund Growth
HSBC Infrastructure Fund IDCW
HSBC Equity Savings Fund IDCW Monthly
HSBC Equity Savings Fund IDCW Quarterly
HSBC Equity Savings Fund Growth
HSBC ELSS Fund Growth
HSBC ELSS Fund IDCW
L&T Large and Midcap Fund Growth
L&T Large and Midcap Fund IDCW
L&T India Large Cap Fund Growth
L&T India Large Cap Fund IDCW
HSBC Aggressive Hybrid Fund Growth
HSBC Aggressive Hybrid Fund IDCW
HSBC Balanced Advantage Fund IDCW
HSBC Balanced Advantage Fund Growth
Canara Robeco Infrastructure Direct Growth
Canara Robeco Infrastructure Direct IDCW
Canara Robeco Equity Hybrid Fund Direct IDCW Monthly
Canara Robeco Equity Hybrid Fund Direct Growth
Canara Robeco Consumer Trends Fund Direct Growth
Canara Robeco Consumer Trends Fund Direct IDCW
Canara Robeco Equity Tax Saver Direct Growth
Canara Robeco Equity Tax Saver Direct IDCW
HSBC Balanced Advantage Fund Direct IDCW
HSBC Balanced Advantage Fund Direct Growth
L&T India Large Cap Fund Direct Growth
L&T India Large Cap Fund Direct IDCW
HSBC Aggressive Hybrid Fund Direct Growth
HSBC Aggressive Hybrid Fund Direct IDCW
L&T Large and Midcap Fund Direct Growth
L&T Large and Midcap Fund Direct IDCW
HSBC Infrastructure Fund Direct IDCW
HSBC Infrastructure Fund Direct Growth
HSBC ELSS Fund Direct Growth
HSBC ELSS Fund Direct IDCW
HSBC Equity Savings Fund Direct IDCW Quarterly
HSBC Equity Savings Fund Direct Growth
HSBC Equity Savings Fund Direct IDCW Monthly
L&T Conservative Hybrid Fund Direct Growth
L&T Conservative Hybrid Fund Direct IDCW Monthly
L&T Conservative Hybrid Fund Direct IDCW Quarterly
HSBC Conservative Hybrid Fund Direct Growth
HSBC Conservative Hybrid Fund Direct IDCW Monthly
HSBC Conservative Hybrid Fund Direct IDCW Quarterly
HSBC Tax Saver Equity Fund Direct IDCW
HSBC Tax Saver Equity Fund Direct Growth
HSBC Business Cycles Fund Direct Growth
HSBC Business Cycles Fund Regular IDCW
HSBC Business Cycles Fund Regular Growth
HSBC Business Cycles Fund Direct IDCW
HSBC Aggressive Hybrid Fund IDCW Yearly
HSBC Aggressive Hybrid Fund Direct IDCW Yearly
Canara Robeco Capital Protection Oriented Fund Series 6 Direct Growth
Canara Robeco Capital Protection Oriented Fund Series 6 Direct IDCW
Canara Robeco Capital Protection Oriented Fund Series 6 Regular Growth
Canara Robeco Dual Advantage Fund Series 1 Regular Growth
Canara Robeco Dual Advantage Fund Series 1 Regular IDCW
Canara Robeco Small Cap Fund Regular Growth
Canara Robeco Small Cap Fund Regular IDCW
Canara Robeco Small Cap Fund Direct Growth
Canara Robeco Small Cap Fund Direct IDCW
HSBC Large and Mid Cap Fund Regular IDCW
HSBC Large and Mid Cap Fund Direct IDCW
HSBC Large and Mid Cap Fund Regular Growth
HSBC Large and Mid Cap Fund Direct Growth
HSBC Focused Fund Regular Growth
HSBC Focused Fund Regular IDCW
HSBC Focused Fund Direct Growth
HSBC Focused Fund Direct IDCW
HSBC Midcap Fund IDCW
HSBC Midcap Fund Growth
HSBC Midcap Fund Direct IDCW
HSBC Midcap Fund Direct Growth
Fund house & investment objective
HSBC Mutual Fund
Rank (total assets)#21 in India
Total AUM₹99,693.32Cr
Date of Incorporation27 May 2002
 HSBC Large and Mid Cap Fund Direct IDCW is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 27 May 2002. Amaresh Mishra is the Current Fund Manager of HSBC Large and Mid Cap Fund Direct IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹99,693 Cr and the Latest NAV as of 29 Sep 2023 is ₹18.50.
The HSBC Large and Mid Cap Fund Direct IDCW is rated Moderately High risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹5,000. For units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
;
Investment ObjectiveThe scheme seeks long term capital growth through investments in both large cap and mid cap stocks.
;
Fund benchmarkNIFTY Large Midcap 250 Total Return Index
Scheme Information Document(SID)
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
Website
www.assetmanagement.hsbc.co.in
HSBC Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
Email
[email protected]
Website
www.camsonline.com
Compare funds
HSBC Large and Mid Cap Fund Direct IDCW
VS
Add mutual fund to compare

	6M	1Y	3Y	All
Fund returns	NA	22.1%	22.8%	15.5%
Category average	NA	19.6%	25.2%	NA
Rank with in category	NA	11	23	NA

Name	Sector	Instrument	Assets
Larsen & Toubro Ltd.	Construction	Equity	3.7%
HDFC Bank Ltd.	Financial	Equity	3.6%
Polycab India Ltd.	Capital Goods	Equity	3.1%
CG Power and Industrial Solutions Ltd.	Capital Goods	Equity	3.1%
Cholamandalam Investment and Finance Company Ltd.	Financial	Equity	3.0%
Mahindra & Mahindra Financial Services Ltd.	Financial	Equity	2.9%
TVS Motor Company Ltd.	Automobile	Equity	2.8%
ICICI Bank Ltd.	Financial	Equity	2.7%
Safari Industries (India) Ltd.	Chemicals	Equity	2.4%
Max Healthcare Institute Ltd.	Healthcare	Equity	2.4%

Rank (total assets)	#21 in India
Total AUM	₹99,693.32Cr

Date of Incorporation	27 May 2002

Fund benchmark	NIFTY Large Midcap 250 Total Return Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹1,000

Rating	2
Fund size	₹2,335.55Cr

HSBC Large and Mid Cap Fund Direct IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (65)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.00%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Neelotpal SahaiMar 2019 - PresentView details

Cheenu GuptaNov 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Neelotpal Sahai
Mar 2019 - Present
View details

Cheenu Gupta
Nov 2022 - Present
View details