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
₹22.5298
+0.77%
(4 Feb)
AUM
3,979 Cr
TER
0.87%
Risk
Very High Risk
Rating
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+24.5%
+24.5%
+16.3%
+13.8%
+12.6%
+12.6%
3Y
+22.8%
+22.8%
+15.7%
+16.4%
+24.2%
+24.2%
5Y
+23.6%
+23.6%
+19.8%
+19.5%
NA
NA
ALL
+24.9%
+24.9%
+18.1%
+15.3%
+30.4%
+30.4%
VOL
20.0%
20.0%
19.6%
-
16.0%
16.0%
TER
0.5%
0.5%
0.9%
-
0.8%
0.8%
AUM
₹9,001 Cr
₹9,001 Cr
₹3,979 Cr
-
₹1,540 Cr
₹1,540 Cr
INFO
1.25
1.25
0.92
-
1.90
1.90
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 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 30th Nov
Top holdings
Zomato Ltd
4.8%
Trent Ltd
4.5%
Suzlon Energy Ltd
3.1%
CG Power & Industrial Solutions Ltd
3.0%
Transformers & Rectifiers (India) Ltd
3.0%
GE Vernova T&D India Ltd
2.9%
HDFC Asset Management Co Ltd
2.7%
PB Fintech Ltd
2.6%
BSE Ltd
2.5%
JSW Energy Ltd
2.4%
Top industry exposure
Industrials
35.2%
Financial Services
20.7%
Consumer Cyclical
16.6%
Technology
9.6%
Healthcare
3.8%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
83%
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
Abhishek Gupta

FAQs