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

HSBC Large & Mid Cap Growth Direct Plan

NAV
₹25.2762
+0.55%
(26 Apr)
AUM
2,760 Cr
TER
0.98%
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
+66.2%
+59.2%
+51.3%
+51.0%
+48.7%
+43.9%
3Y
+32.9%
+29.5%
+28.5%
+24.2%
+29.2%
+22.7%
5Y
+27.6%
NA
+21.8%
+20.5%
+22.3%
+18.8%
ALL
+21.4%
+26.5%
+14.5%
NA
+17.3%
+15.5%
VOL
16.7%
18.9%
16.5%
18.4%
15.6%
-
TER
0.8%
0.5%
0.8%
1.0%
0.8%
-
AUM
₹2,110 Cr
₹3,663 Cr
₹17,314 Cr
₹2,760 Cr
₹12,307 Cr
-
INFO
1.28
1.40
0.88
0.00
1.11
-
See fund holdings as of 29th Feb
Top holdings
Larsen & Toubro Ltd
4.0%
Trent Ltd
3.1%
Bharat Heavy Electricals Ltd
2.4%
Zomato Ltd
2.3%
Safari Industries (India) Ltd
2.2%
Bharat Electronics Ltd
2.2%
Power Finance Corp Ltd
2.2%
Persistent Systems Ltd
2.2%
CG Power & Industrial Solutions Ltd
2.1%
Sonata Software Ltd
2.1%
Top industry exposure
Industrials
29.3%
Consumer Cyclical
17.8%
Financial Services
15.0%
Technology
10.5%
Healthcare
6.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
105%
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
Abhishek Gupta

FAQs