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

HSBC Large & Mid Cap IDCW Reinvest Direct Plan

NAV
₹22.9066
+0.34%
(12 Sep)
AUM
4,311 Cr
TER
0.82%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+6.8%
+6.8%
+3.0%
+3.0%
-1.0%
-1.8%
3Y
+25.3%
+25.3%
+27.7%
+27.7%
+19.8%
+17.8%
5Y
+25.7%
+25.7%
+30.2%
+30.2%
+23.8%
+23.2%
ALL
+18.6%
+18.6%
+24.6%
+24.6%
+18.1%
+14.3%
VOL
19.6%
19.6%
20.3%
20.3%
19.8%
-
TER
0.6%
0.6%
0.7%
0.7%
0.8%
-
AUM
₹8,125 Cr
₹8,125 Cr
₹12,628 Cr
₹12,628 Cr
₹4,311 Cr
-
INFO
0.95
0.95
1.22
1.22
0.92
-
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 Reinvest (DR)
₹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 Jul
Top holdings
Eternal Ltd
6.1%
HDFC Bank Ltd
6.0%
GE Vernova T&D India Ltd
3.7%
Max Healthcare Institute Ltd Ordinary Shares
3.6%
ICICI Bank Ltd
3.3%
Dixon Technologies (India) Ltd
3.3%
Nippon Life India Asset Management Ltd Ordinary Shares
3.1%
Bajaj Finance Ltd
2.9%
Transformers & Rectifiers (India) Ltd
2.6%
Bharti Airtel Ltd
2.6%
Top industry exposure
Financial Services
28.6%
Industrials
24.4%
Consumer Cyclical
19.1%
Healthcare
9.8%
Technology
8.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
93%
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

FAQs