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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
₹19.2385
-2.12%
(4 Apr)
AUM
3,873 Cr
TER
0.88%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
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
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Category Average
HSBC Large & Mid Cap I...
1Y
+10.4%
+10.4%
+10.4%
+5.3%
+3.4%
+2.2%
3Y
+21.7%
+21.7%
+21.7%
+21.1%
+14.0%
+13.3%
5Y
+33.1%
+33.1%
+33.1%
+31.3%
+27.9%
+27.0%
ALL
+15.7%
+15.7%
+15.7%
+21.6%
+15.1%
+16.2%
VOL
17.5%
17.5%
17.5%
20.2%
-
20.0%
TER
0.6%
0.6%
0.6%
0.6%
-
0.9%
AUM
₹7,234 Cr
₹7,234 Cr
₹7,234 Cr
₹7,625 Cr
-
₹3,873 Cr
INFO
0.90
0.90
0.90
1.07
-
0.81
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 31st Jan
Top holdings
Zomato Ltd
4.9%
Infosys Ltd
4.4%
Trent Ltd
4.2%
BSE Ltd
3.5%
HDFC Bank Ltd
3.5%
Persistent Systems Ltd
3.3%
GE Vernova T&D India Ltd
3.2%
PB Fintech Ltd
3.2%
CG Power & Industrial Solutions Ltd
3.1%
ICICI Bank Ltd
3.1%
Top industry exposure
Industrials
25.7%
Financial Services
22.6%
Consumer Cyclical
16.8%
Technology
16.7%
Healthcare
7.5%
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