Name: HSBC Large and Mid Cap Equity Fund Regular Growth
Brand: HSBC Mutual Fund

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HSBC Large and Mid Cap Equity Fund Regular Growth
Equity
Large & MidCap
Moderately High Risk
56.42%
1Y return
+0.99% 1D
1M
6M
1Y
All
NAV: 29 Jul 2021₹14.74
Min. SIP Amount₹500
RatingNA
Fund Size₹520.57 Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹0 (0.00%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns56.4%NANA18.1%
Category average59.0%15.2%14.8%NA
Rank with in category20NANANA
Understand termsinfo
Holdings (59)NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity7.0%
ICICI Bank Ltd.FinancialEquity6.8%
Infosys Ltd.TechnologyEquity5.5%
Axis Bank Ltd.FinancialEquity4.6%
State Bank of India
FinancialEquity3.4%
Bajaj Finance Ltd.FinancialEquity2.5%
Dalmia Bharat Ltd.ConstructionEquity2.4%
Hindustan Unilever Ltd.FMCGEquity2.4%
SRF Ltd.DiversifiedEquity2.3%
Cholamandalam Investment & Finance Company Ltd.
FinancialEquity2.3%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: 2.45%Inclusive of GST
Exit loadExit load of 1% if redeemed within 1 year.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand termsinfo
Minimum investment amountsMin. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500
Fund managementNeelotpal Sahai
Mar 2019 - Present
View Details
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Education
Mr. Sahai is a B.Tech from IT BHU and PGDM from IIM
Experience
Prior to joining HSBC AMC he has worked with IDFC Investment Advisors.
Also manages these schemes
HSBC Large Cap Equity Fund IDCW
HSBC Large Cap Equity Fund Growth
HSBC Flexi Cap Fund IDCW
HSBC Flexi Cap Fund Growth
HSBC Small Cap Equity Fund Growth
HSBC Small Cap Equity Fund IDCW
HSBC Dynamic Asset Allocation Fund Growth
HSBC Dynamic Asset Allocation Fund IDCW
HSBC Large Cap Equity Fund Direct IDCW
HSBC Large Cap Equity Fund Direct Growth
HSBC Dynamic Asset Allocation Fund Direct  Growth
HSBC Flexi Cap Fund Direct Growth
HSBC Small Cap Equity Fund Direct IDCW
HSBC Small Cap Equity Fund Direct Growth
HSBC Equity Hybrid Fund Direct IDCW
HSBC Equity Hybrid Fund Regular Growth
HSBC Equity Hybrid Fund Direct Growth
HSBC Large and Mid Cap Equity Fund Regular IDCW
HSBC Large and Mid Cap Equity Fund Regular Growth
HSBC Large and Mid Cap Equity Fund Direct Growth
HSBC Focused Equity Fund Regular Growth
HSBC Focused Equity Fund Regular IDCW
HSBC Focused Equity Fund Direct Growth
HSBC Focused Equity Fund Direct IDCW
Amaresh Mishra
Jul 2019 - Present
View Details
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Education
Mr. Mishra is a Chemical Engineer and PGDM.
Experience
Before the post of Asst. Fund Manager, he has held positions like Asst. Vice President- Sales & Distribution, Asst. Vice President- Equities and Asst. Vice President- Investment Management in the past.
Also manages these schemes
HSBC Large and Mid Cap Equity Fund Regular IDCW
HSBC Large and Mid Cap Equity Fund Regular Growth
HSBC Large and Mid Cap Equity Fund Direct Growth
Fund house & investment objective
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HSBC Mutual Fund
Rank (total assets)#21 in India
Total AUM9,939.92 Cr
Date of Incorporation27 May 2002
HSBC Large and Mid Cap Equity Fund Regular Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to inv
HSBC Large and Mid Cap Equity Fund Regular Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 27 May 2002. Amaresh Mishra is the Current Fund Manager of HSBC Large and Mid Cap Equity Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹9,940 Cr and the Latest NAV as of 29 Jul 2021 is ₹14.74.
The HSBC Large and Mid Cap Equity Fund Regular Growth 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....Read more
Investment Objective
The scheme seeks long term capital growth through investments in both large cap and mid cap stocks.
The scheme seeks long term capital growth through investments in both large cap and mid cap stocks.
Fund benchmarkNIFTY Large Midcap 250 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
16, V N Road, Fort, Mumbai 400 001
Phone
022-	66145000
Launch Date
27 May 2002
E-mail
[email protected]
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,
Email
[email protected]
Website
www.camsonline.com
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	1Y	3Y	5Y	All
Fund returns	56.4%	NA	NA	18.1%
Category average	59.0%	15.2%	14.8%	NA
Rank with in category	20	NA	NA	NA

Name	Sector	Instrument	Assets
HDFC Bank Ltd.	Financial	Equity	7.0%
ICICI Bank Ltd.	Financial	Equity	6.8%
Infosys Ltd.	Technology	Equity	5.5%
Axis Bank Ltd.	Financial	Equity	4.6%
State Bank of India	Financial	Equity	3.4%
Bajaj Finance Ltd.	Financial	Equity	2.5%
Dalmia Bharat Ltd.	Construction	Equity	2.4%
Hindustan Unilever Ltd.	FMCG	Equity	2.4%
SRF Ltd.	Diversified	Equity	2.3%
Cholamandalam Investment & Finance Company Ltd.	Financial	Equity	2.3%

Min. for 1st investment	₹1,000
Min. for 2nd investment onwards	₹5,000

Rating	NA
Fund Size	₹520.57 Cr

Rank (total assets)	#21 in India
Total AUM	9,939.92 Cr