HSBC Large Cap IDCW Payout Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

HSBC Large Cap IDCW Payout Direct Plan

NAV
₹43.7001
+0.36%
(20 Aug)
AUM
1,849 Cr
TER
1.27%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+4.8%
+4.8%
+4.2%
+4.2%
+0.8%
-0.5%
3Y
+19.6%
+19.6%
+18.0%
+18.0%
+14.5%
+14.2%
5Y
+24.8%
+24.8%
+21.9%
+21.9%
+18.9%
+17.7%
ALL
+16.3%
+16.3%
+15.8%
+15.8%
+13.1%
+12.3%
VOL
17.9%
17.9%
16.3%
16.3%
-
18.7%
TER
0.7%
0.7%
0.8%
0.8%
-
1.3%
AUM
₹44,165 Cr
₹44,165 Cr
₹71,788 Cr
₹71,788 Cr
-
₹1,849 Cr
INFO
0.91
0.91
0.97
0.97
-
0.66
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 Jun
Top holdings
HDFC Bank Ltd
9.8%
ICICI Bank Ltd
9.6%
Infosys Ltd
5.1%
Axis Bank Ltd
5.1%
Reliance Industries Ltd
4.8%
State Bank of India
4.3%
Treps
3.8%
Shriram Finance Ltd
3.7%
Bharti Airtel Ltd
3.7%
Eternal Ltd
3.5%
Top industry exposure
Financial Services
34.8%
Consumer Cyclical
15.8%
Technology
10.3%
Industrials
9.1%
Healthcare
6.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
59%
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)
Neelotpal Sahai
Sonal Gupta

FAQs