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FAQ : HSBC Large & Mid Cap Fund - Growth - Direct Plan

HSBC Large & Mid Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 2.98 24.68 24.69 N/A
Average Rolling Returns(%) 24.37 19.60 21.67 N/A

The Current NAV of HSBC Large & Mid Cap Fund - Growth - Direct Plan is ₹28.81.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

HSBC Large & Mid Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.83%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of HSBC Large & Mid Cap Fund - Growth - Direct Plan is currently ₹4,365 Crores.

The Top three stocks are HDFC Bank, Eternal and Trent and account for 16% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 38% of fund’s portfolio respectively.

Top three sectors of HSBC Large & Mid Cap Fund - Growth - Direct Plan fund are BFSI, Capital Goods and Retail accounting for 56% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Large & Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of HSBC Large & Mid Cap Fund - Growth - Direct Plan Fund is Equity - Large & Mid Cap Fund.

Cheenu Gupta manages the HSBC Large & Mid Cap Fund - Growth - Direct Plan Fund.

HSBC Large & Mid Cap Fund - Growth - Direct Plan current PE ratio is 71.33 and PB ratio is 12.99

The asset allocation of HSBC Large & Mid Cap Fund - Growth - Direct Plan is Stocks : 98.11%, Debt : 1.88% and Gold : 0%

The minimum SIP amount for HSBC Large & Mid Cap Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹5000.00

The exit load for HSBC Large & Mid Cap Fund - Growth - Direct Plan is Nil upto 10% of investment and 1% for remaining investment on or before 1 year, Nil after 1 year

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