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
₹21.1534
-2.54%
(13 Mar)
AUM
4,706 Cr
TER
0.79%
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
+14.4%
+12.6%
+12.6%
+10.7%
+10.7%
+7.8%
3Y
+19.1%
+23.1%
+23.1%
+22.7%
+22.7%
+17.0%
5Y
+14.6%
+18.9%
+18.9%
+16.3%
+16.3%
+14.1%
ALL
+15.4%
+20.3%
+20.3%
+16.7%
+16.7%
+12.1%
VOL
19.4%
20.0%
20.0%
19.5%
19.5%
-
TER
0.8%
0.8%
0.8%
0.6%
0.6%
-
AUM
₹4,706 Cr
₹15,017 Cr
₹15,017 Cr
₹9,392 Cr
₹9,392 Cr
-
INFO
0.79
1.01
1.01
0.86
0.86
-
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 28th Feb
Top holdings
FSN E-Commerce Ventures Ltd
4.2%
Larsen & Toubro Ltd
3.8%
GE Vernova T&D India Ltd
3.6%
Ashok Leyland Ltd
3.4%
Bharat Electronics Ltd
3.4%
The Federal Bank Ltd
3.3%
Titan Co Ltd
3.2%
HDFC Bank Ltd
3.0%
ICICI Prudential Asset Management Co Ltd
3.0%
Billionbrains Garage Ventures Ltd
3.0%
Top industry exposure
Financial Services
35.1%
Industrials
25.7%
Consumer Cyclical
16.7%
Healthcare
6.6%
Basic Materials
4.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
99%
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
Mayank Chaturvedi

FAQs