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HSBC Large and Mid Cap Fund Direct Growth
Equity
Large & MidCap
Moderately High Risk
+21.15%
3Y annualised
-0.68% 1D
NAV: 09 Jan '26
₹29.55
Min. SIP amount
₹500
Fund size
₹4,657.66 Cr
Expense ratio
0.79%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹52,610 | -12.32% | |
| 3 years | ₹1,80,000 | ₹2,14,824 | +19.35% | |
| 5 years | ₹3,00,000 | ₹4,50,826 | +50.28% |
Holdings (83)
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Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +0.7% | +21.1% | +17.5% | +16.4% |
| Category average (Equity Large & MidCap) | +0.9% | +17.5% | +18.0% | -- |
| Rank (Equity Large & MidCap) | 41 | 7 | 14 | -- |
Exit load, stamp duty and tax
Exit load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Motilal Oswal Large and Midcap Fund Direct Growth | -2.24% | +25.16% | 15,055.38 | |
Bandhan Large & Mid Cap Fund Direct Growth | +8.97% | +23.96% | 13,635.77 | |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | +12.55% | +21.71% | 27,744.57 | |
Nippon India Vision Large & Mid Cap Direct Growth | +6.21% | +21.19% | 6,896.30 | |
SBI Large & Midcap Fund Direct Plan Growth | +11.59% | +18.56% | 37,443.21 | |
| Compare | ||||
Fund management
CGCheenu GuptaNov 2022 - PresentView details
CG
Cheenu Gupta
Nov 2022 - Present
View details
MCMayank ChaturvediOct 2025 - PresentView details
MC
Mayank Chaturvedi
Oct 2025 - Present
View details
About HSBC Large and Mid Cap Fund Direct Growth
HSBC Large and Mid Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by HSBC Mutual Fund. This scheme was made available to investors on 27 May 2002. Cheenu Gupta is the Current Fund Manager of HSBC Large and Mid Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,39,318 Cr and the Latest NAV as of 09 Jan 2026 is ₹29.55.
The HSBC Large and Mid Cap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
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Investment Objective
The scheme seeks long term capital growth through investments in both large cap and mid cap stocks.
Fund benchmarkNIFTY Large Midcap 250 Total Return Index
Fund house
Rank (total assets)#21 in India
Total AUM₹1,39,317.89 Cr
Date of Incorporation27 May 2002
Launch Date27 May 2002
Address9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,