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HSBC Large & Mid Cap IDCW Payout Direct Plan
Equity
Large & Mid Cap fund
HSBC Large & Mid Cap IDCW Payout Direct Plan
SIP amount
₹
Min. ₹500
Lumpsum amount
₹
Min. ₹5,000
Invest now
Add to cart
HSBC Large & Mid Cap IDCW Payout Direct Plan
NAV
₹20.2885
-1.43%
(8 May)
AUM
3,472 Cr
TER
0.86%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback
here.
Compare with other fund
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Category Average
HSBC Large & Mid Cap I...
1Y
+11.1%
+11.1%
+9.4%
+9.4%
+7.2%
+4.5%
3Y
+27.3%
+27.3%
+24.9%
+24.9%
+19.1%
+19.3%
5Y
+30.6%
+30.6%
+30.4%
+30.4%
+26.1%
+25.6%
ALL
+22.9%
+22.9%
+15.7%
+15.7%
+15.5%
+16.9%
VOL
20.5%
20.5%
17.5%
17.5%
-
20.1%
TER
0.5%
0.5%
0.6%
0.6%
-
0.9%
AUM
₹9,176 Cr
₹9,176 Cr
₹7,967 Cr
₹7,967 Cr
-
₹3,472 Cr
INFO
1.11
1.11
0.90
0.90
-
0.84
Past performance
Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
HSBC Large & Mid Cap IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings
as of 28th Feb
Top holdings
HDFC Bank Ltd
5.9%
Zomato Ltd
5.5%
Trent Ltd
4.4%
Infosys Ltd
4.4%
ICICI Bank Ltd
3.3%
Persistent Systems Ltd
3.3%
Mahindra & Mahindra Ltd
3.2%
Max Healthcare Institute Ltd Ordinary Shares
3.2%
BSE Ltd
3.0%
GE Vernova T&D India Ltd
2.8%
Top industry exposure
Financial Services
22.8%
Industrials
21.1%
Consumer Cyclical
19.6%
Technology
15.6%
Healthcare
11.0%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
88%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To seek long term capital growth through investments in both large cap and mid cap stocks.
Fund manager(s)
Cheenu Gupta
Sonal Gupta
Abhishek Gupta
More details
Fund offer document
All funds from HSBC
FAQs
Monthly SIP
One Time