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NAV: 30 Oct 2025
₹23.27
Rating
3
Min. SIP amount
₹500
Fund size
₹4,416.95Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (98)
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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 | 5.5% | 21.8% | 22.5% | 17.4% |
| Category average | 0.6% | 18.2% | 22.3% | NA |
| Rank with in category | 19 | 8 | 17 | 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 | 8.9% | 25.7% | 10,817.90 |
ICICI Prudential Large & Mid Cap Fund Direct Plan IDCW | 5 | 10.7% | 22.9% | 24,424.21 |
Nippon India Vision Large & Mid Cap Direct IDCW | 4 | 7.9% | 22.1% | 6,395.34 |
SBI Large & Midcap Fund Direct Plan IDCW | 4 | 8.1% | 18.3% | 34,065.48 |
Motilal Oswal Large and Midcap Fund Direct IDCW | 5 | NA | NA | 13,777.98 |
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
Sonal GuptaDec 2023 - PresentView details
Sonal Gupta
Dec 2023 - Present
View details
Education
Ms. Gupta has done PGDM (IIM Bangalore), CFA and Bachelors in Mechanical Engineering
Experience
Prior to joining HSBC Mutual Fund, she has worked with L&T Investment Management Limited and UBS Securities India Private Limited, Fidelity Investments and PWC
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
Standard Chartered 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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