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NAV: 25 Sep 2025
₹29.80
Rating
3
Min. SIP amount
₹500
Fund size
₹4,310.89Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (97)
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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 | -3.0% | 21.3% | 22.7% | 17.3% |
| Category average | -9.1% | 17.3% | 22.4% | NA |
| Rank with in category | 13 | 8 | 17 | NA |
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Peer Comparison
| Equity, Large & MidCap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Motilal Oswal Large and Midcap Fund Direct Growth | 5 | 2.0% | 30.0% | 12,628.20 |
Bandhan Large & Mid Cap Fund Direct Growth | 5 | -2.0% | 25.5% | 10,230.75 |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | 5 | 0.9% | 22.9% | 23,697.82 |
Nippon India Vision Large & Mid Cap Direct Growth | 4 | -1.0% | 21.7% | 6,176.73 |
SBI Large & Midcap Fund Direct Plan Growth | 4 | -0.0% | 17.9% | 33,248.12 |
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
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
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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 Growth
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