HSBC Large & Mid Cap Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

HSBC Large & Mid Cap Growth Direct Plan

NAV
₹28.8066
-1.05%
(11 Jul)
AUM
4,365 Cr
TER
0.82%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+13.8%
+13.7%
+5.3%
+4.2%
+2.9%
-1.3%
3Y
+33.4%
+29.6%
+25.6%
+28.4%
+22.3%
+23.6%
5Y
+31.3%
+27.0%
+28.3%
+29.2%
+24.7%
+25.1%
ALL
+25.6%
+18.8%
+15.6%
+16.5%
+15.2%
NA
VOL
19.7%
15.8%
15.6%
16.0%
-
19.0%
TER
0.6%
0.7%
1.1%
0.6%
-
0.8%
AUM
₹11,816 Cr
₹7,887 Cr
₹4,866 Cr
₹9,735 Cr
-
₹4,365 Cr
INFO
1.30
1.19
1.00
1.03
-
0.00
See fund holdings as of 31st May
Top holdings
HDFC Bank Ltd
6.0%
Eternal Ltd
4.9%
Trent Ltd
4.3%
GE Vernova T&D India Ltd
3.9%
BSE Ltd
3.4%
Max Healthcare Institute Ltd Ordinary Shares
3.3%
ICICI Bank Ltd
3.3%
Mahindra & Mahindra Ltd
3.2%
Bharat Electronics Ltd
2.9%
Bajaj Finance Ltd
2.9%
Top industry exposure
Financial Services
28.1%
Industrials
22.0%
Consumer Cyclical
20.4%
Healthcare
9.9%
Technology
7.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
90%
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

FAQs