1M
6M
1Y
3Y
5Y
All
| NAV: 28 Mar 2025 | ₹25.86 |
| Min. SIP amount | ₹500 |
| Rating | 3 |
| Fund size | ₹3,471.91Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
1 year
3 years
5 years
Total investment of ₹0
Would have become ₹0 (-0.00%)
Holdings (88)
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 | 9.8% | 16.8% | 26.0% | 16.1% |
| Category average | 3.5% | 15.2% | 26.8% | NA |
| Rank with in category | 16 | 13 | 21 | NA |
Understand terms
Expense ratio, exit load and tax
Expense ratio: 0.87%
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.
Understand terms
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
enq_h@camsonline.comWebsite
www.camsonline.comPros and cons
Category: Equity Large & MidCap
Pros
Lower expense ratio: 0.87%
Consistently higher annualised returns than category average for the past 1Y and 3Y
Higher alpha: 3.39
The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 Total Return Index - in the last 3Y
Cons
5Y annualised returns lower than category average by 0.84%
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