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HSBC Large and Mid Cap Equity Fund Regular Dividend-0.08%

16.92%
1 Year Return
Equity
Large & MidCap
6M
1Y
All

Fund Details

HSBC Large and Mid Cap Equity Fund Regular Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.46%
NAV₹12.58 (21 Jan 2021)
Fund Started27 Mar 2019
Fund Size528 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
16.9%
-
-
-3.3%
Category Average
18.4%
6.0%
14.4%
-
Rank Within Category
18
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Would have become
0
with 16.9% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity8.3%
ICICI Bank Ltd.FinancialEquity5.9%
Reliance Industries Ltd.EnergyEquity4.6%
Infosys Ltd.TechnologyEquity4.4%
Axis Bank Ltd.FinancialEquity3.5%
Housing Development Finance Corpn. Ltd.FinancialEquity3.1%
Kotak Mahindra Bank Ltd.FinancialEquity3.1%
Bajaj Finance Ltd.FinancialEquity3.0%
Bharti Airtel Ltd.CommunicationEquity2.9%
Hindustan Unilever Ltd.FMCGEquity2.9%
See All

Fund Managers

Amaresh Mishra
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HSBC Large and Mid Cap Equity Fund Regular Dividend Details

HSBC Large and Mid Cap Equity Fund Regular Dividend is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 27 Mar 2019. Amaresh Mishra is the Current Fund Manager of HSBC Large and Mid Cap Equity Fund Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹528 Cr and the Latest NAV as of 21 Jan 2021 is ₹12.58.

The HSBC Large and Mid Cap Equity Fund Regular Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year.

Investment Objective

The scheme seeks long term capital growth through investments in both large cap and mid cap stocks.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
Exit load of 1% if redeemed within 1 year.
Exit Load

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About HSBC Mutual Fund

Address
16, V N Road, Fort, Mumbai 400 001
Phone
022- 66145000
Launch Date
27 May 2002
Website
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,
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