HSBC Large & Mid Cap IDCW Payout Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹5,000

HSBC Large & Mid Cap IDCW Payout Direct Plan

NAV
₹16.3481
+1.13%
(26 May)
AUM
2,143 Cr
TER
1.04%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above 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
1Y
+21.3%
+21.3%
+21.3%
+16.4%
+15.5%
+10.9%
3Y
+33.9%
+33.9%
+33.9%
+29.2%
+33.6%
+25.9%
5Y
+14.9%
+14.9%
+14.9%
+12.0%
+12.8%
NA
ALL
+16.6%
+16.6%
+16.6%
+18.9%
+11.2%
+12.6%
VOL
16.3%
16.3%
16.3%
-
18.8%
19.9%
TER
1.0%
1.0%
1.0%
-
1.1%
1.0%
AUM
₹10,512 Cr
₹10,512 Cr
₹10,512 Cr
-
₹8,589 Cr
₹2,143 Cr
INFO
1.02
1.02
1.02
-
0.60
0.64
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 Mar
Top holdings
HDFC Bank Ltd
4.6%
Reliance Industries Ltd
4.2%
ICICI Bank Ltd
4.1%
Indian Hotels Co Ltd
4.1%
Larsen & Toubro Ltd
3.5%
Persistent Systems Ltd
3.3%
UltraTech Cement Ltd
3.0%
Cholamandalam Investment and Finance Co Ltd
3.0%
KPIT Technologies Ltd
2.9%
Sun Pharmaceuticals Industries Ltd
2.8%
Top industry exposure
Consumer Cyclical
22.6%
Financial Services
21.6%
Industrials
16.3%
Technology
10.6%
Basic Materials
9.2%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
67%
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)
Neelotpal Sahai
Cheenu Gupta

FAQs