HSBC Large and Mid Cap Equity Fund Regular Growth-0.99%

1.50%
1 Year Return
Equity
Large & MidCap
6M
1Y
All

Fund Details

HSBC Large and Mid Cap Equity Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.45%
NAV10.18 (28 Oct 2020)
Fund Started27 Mar 2019
Fund Size519 Cr

Returns

1Y
3Y*
5Y*
Since inception*
HSBC Large and Mid Cap Equity Fund Regular Growth
1.5%
NA
NA
1.1%
Category Average
1.9%
0.8%
7.5%
-
Rank within category
15
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 1.5% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity6.8%
    Reliance Industries Ltd.EnergyEquity6.5%
    ICICI Bank Ltd.FinancialEquity5.1%
    Infosys Ltd.TechnologyEquity4.8%
    Ipca Laboratories Ltd.HealthcareEquity3.1%
    Bharti Airtel Ltd.CommunicationEquity3.0%
    Hindustan Unilever Ltd.FMCGEquity3.0%
    Tata Consumer Products Ltd.FMCGEquity2.6%
    Balkrishna Industries Ltd.AutomobileEquity2.6%
    Axis Bank Ltd.FinancialEquity2.5%
    See All

    Fund Managers

    addAmaresh Mishra
    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.
    Funds Managed

    HSBC Large and Mid Cap Equity Fund Regular Growth Details

    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 Mar 2019. 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 ₹519 Cr and the Latest NAV as of 28 Oct 2020 is ₹10.18.

    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.

    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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