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

HSBC Large & Mid Cap Growth Direct Plan

NAV
₹24.3920
-0.16%
(18 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
+65.2%
+54.6%
+49.0%
+46.7%
+46.4%
+40.4%
3Y
+32.0%
+27.6%
+27.4%
+22.5%
+28.0%
+21.2%
5Y
+26.9%
NA
+21.1%
+19.5%
+21.6%
+17.9%
ALL
+21.3%
+25.6%
+14.3%
NA
+17.2%
+15.4%
VOL
16.7%
19.0%
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
1.35
0.87
0.00
1.10
-
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