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

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

1 Year 3 Year 5 Year 9 Year
CAGR(%) 40.7 18.55 N/A N/A
Average Rolling Returns(%) 20.61 19.49 N/A N/A

The Current NAV of HSBC Large & Mid Cap Fund - Regular Plan - Growth is ₹21.85.

It is better to invest in a fund with a longer track record as HSBC Large & Mid Cap Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 200 returns, as Funds portfolio is significantly different.

HSBC Large & Mid Cap Fund - Regular Plan - Growth fund’s expense ratio is 2.02%

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 - Regular Plan - Growth is currently ₹2,760 Crores.

The Top three stocks are Larsen & Toubro, Trent and BHEL and account for 9% of its portfolio. Top 5 and 10 stocks of fund account for 14% and 25% of fund’s portfolio respectively.

Top three sectors of HSBC Large & Mid Cap Fund - Regular Plan - Growth fund are Capital Goods, Construction & Infrastructure and BFSI accounting for 50% 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 - Regular Plan - Growth Fund is Equity - Large & Mid Cap Fund.

Cheenu Gupta and Neelotpal Sahai manage the HSBC Large & Mid Cap Fund - Regular Plan - Growth Fund.

HSBC Large & Mid Cap Fund - Regular Plan - Growth current PE ratio is 56.81 and PB ratio is 11.93

The asset allocation of HSBC Large & Mid Cap Fund - Regular Plan - Growth is Stocks : 98.90%, Debt : 1.09% and Gold : 0%

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

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

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