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NAV: 12 Dec 2025
₹29.88
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)
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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 | -5.2% | 20.6% | 19.5% | 16.8% |
| Category average | -2.0% | 16.6% | 18.7% | NA |
| Rank with in category | 41 | 8 | 14 | 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 | -3.8% | 25.3% | 15,146.47 |
Bandhan Large & Mid Cap Fund Direct Growth | 5 | 5.0% | 23.8% | 11,799.16 |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | 5 | 10.1% | 21.4% | 26,939.23 |
Nippon India Vision Large & Mid Cap Direct Growth | 4 | 2.5% | 20.7% | 6,866.18 |
SBI Large & Midcap Fund Direct Plan Growth | 4 | 5.3% | 17.3% | 37,044.60 |
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
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.comPros and cons
Category: Equity Large & MidCap
Pros
Lower expense ratio: 0.81%
3Y and 5Y annualised returns higher than category average
Higher alpha: 5.58
The fund has generated returns higher than benchmark - NIFTY Large Midcap 250 Total Return Index - in the last 3Y
Cons
1Y annualised returns lower than category average by 3.2%
Compare funds
HSBC Large and Mid Cap Fund Direct Growth
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