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

HSBC Large & Mid Cap IDCW Reinvest Direct Plan

NAV
₹22.0386
-1.05%
(11 Jul)
AUM
4,365 Cr
TER
0.82%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+13.4%
+13.4%
+13.1%
+13.1%
+2.9%
-2.1%
3Y
+32.8%
+32.8%
+29.4%
+29.4%
+22.3%
+22.6%
5Y
+30.9%
+30.9%
+26.9%
+26.9%
+24.7%
+24.5%
ALL
+25.2%
+25.2%
+18.7%
+18.7%
+15.2%
+18.0%
VOL
20.4%
20.4%
19.7%
19.7%
-
20.0%
TER
0.6%
0.6%
0.7%
0.7%
-
0.8%
AUM
₹11,816 Cr
₹11,816 Cr
₹7,887 Cr
₹7,887 Cr
-
₹4,365 Cr
INFO
1.23
1.23
0.95
0.95
-
0.90
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 Reinvest (DR)
₹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 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