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

HSBC Large & Mid Cap IDCW Payout Direct Plan

NAV
₹20.3430
-1.22%
(15 Apr)
AUM
2,693 Cr
TER
0.98%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+66.7%
+66.7%
+47.9%
+47.9%
+40.9%
+33.6%
3Y
+32.9%
+32.9%
+33.5%
+33.5%
+21.6%
+15.5%
5Y
+27.1%
+27.1%
NA
NA
+18.0%
+15.3%
ALL
+18.4%
+18.4%
+35.7%
+35.7%
+15.5%
+15.2%
VOL
16.3%
16.3%
15.8%
15.8%
-
19.2%
TER
0.8%
0.8%
0.9%
0.9%
-
1.0%
AUM
₹2,110 Cr
₹2,110 Cr
₹1,108 Cr
₹1,108 Cr
-
₹2,693 Cr
INFO
1.12
1.12
2.26
2.26
-
0.79
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 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
109%
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