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

HSBC Large & Mid Cap IDCW Reinvest Direct Plan

NAV
₹16.4182
+0.76%
(3 Feb)
AUM
2,143 Cr
TER
0.81%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+5.2%
+5.2%
+4.7%
+4.7%
-0.6%
-3.4%
3Y
+20.9%
+20.9%
+25.1%
+25.1%
+16.7%
+15.3%
5Y
+11.7%
+11.7%
+14.3%
+14.3%
+10.5%
NA
ALL
+11.5%
+11.5%
+14.9%
+14.9%
+19.0%
+13.8%
VOL
19.0%
19.0%
16.6%
16.6%
-
20.0%
TER
1.0%
1.0%
0.6%
0.6%
-
0.8%
AUM
₹7,866 Cr
₹7,866 Cr
₹439 Cr
₹439 Cr
-
₹2,143 Cr
INFO
0.60
0.60
0.90
0.90
-
0.69
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 30th Nov
Top holdings
ICICI Bank Ltd
5.8%
State Bank of India
5.0%
Indian Hotels Co Ltd
3.7%
Infosys Ltd
3.4%
HDFC Bank Ltd
3.3%
Persistent Systems Ltd
3.1%
Larsen & Toubro Ltd
2.8%
Cholamandalam Investment and Finance Co Ltd
2.6%
SRF Ltd
2.5%
CG Power & Industrial Solutions Ltd
2.4%
Top industry exposure
Financial Services
26.6%
Consumer Cyclical
24.9%
Industrials
13.9%
Technology
10.2%
Basic Materials
7.4%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
61%
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