HSBC Large Cap IDCW Payout Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹5,000

HSBC Large Cap IDCW Payout Direct Plan

NAV
₹34.2747
+1.39%
(3 Feb)
AUM
1,570 Cr
TER
1.27%
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
In beta. Send feedback here.
Compare with other fund
1Y
+6.2%
+6.2%
+0.5%
-1.0%
-1.0%
-10.1%
3Y
+16.4%
+16.4%
+14.9%
+16.3%
+16.3%
+10.0%
5Y
+10.8%
+10.8%
+10.5%
+11.5%
+11.5%
+5.7%
ALL
+14.7%
+14.7%
+17.1%
+13.5%
+13.5%
+10.1%
VOL
18.8%
18.8%
-
17.2%
17.2%
19.4%
TER
1.0%
1.0%
-
1.3%
1.3%
1.3%
AUM
₹12,612 Cr
₹12,612 Cr
-
₹614 Cr
₹614 Cr
₹1,570 Cr
INFO
0.78
0.78
-
0.78
0.78
0.52
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 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 30th Nov
Top holdings
ICICI Bank Ltd
9.5%
HDFC Bank Ltd
8.4%
Reliance Industries Ltd
7.3%
Infosys Ltd
7.0%
State Bank of India
4.7%
ITC Ltd
4.5%
Larsen & Toubro Ltd
4.0%
Axis Bank Ltd
3.7%
Sun Pharmaceuticals Industries Ltd
3.5%
Mahindra & Mahindra Ltd
2.8%
Top industry exposure
Financial Services
35.0%
Consumer Cyclical
10.4%
Technology
10.4%
Consumer Defensive
9.3%
Basic Materials
8.9%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
57%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly large cap companies.However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.
Fund manager(s)
Ankur Arora
Neelotpal Sahai

FAQs