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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
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NAV: 30 Dec 2025
₹29.78
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 | -2.9% | 21.3% | 18.5% | 16.6% |
| Category average | 0.9% | 17.5% | 18.0% | NA |
| Rank with in category | 44 | 6 | 16 | 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 | -3.1% | 25.9% | 15,146.47 |
Bandhan Large & Mid Cap Fund Direct Growth | 5 | 7.9% | 24.6% | 11,799.16 |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | 5 | 14.3% | 22.0% | 26,939.23 |
Nippon India Vision Large & Mid Cap Direct Growth | 4 | 5.2% | 21.4% | 6,866.18 |
SBI Large & Midcap Fund Direct Plan Growth | 4 | 10.1% | 18.8% | 37,044.60 |
Expense ratio, exit load and tax
Expense ratio: 0.79%
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
Cheenu GuptaNov 2022 - PresentView details
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
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: 0.79%
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 3.5%
Compare funds
HSBC Large and Mid Cap Fund Direct Growth
VS
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