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
₹23.2785
+0.94%
(26 Nov)
AUM
4,613 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
+12.6%
+12.6%
+5.9%
+5.9%
+5.7%
+1.0%
3Y
+25.0%
+25.0%
+26.4%
+26.4%
+18.8%
+20.3%
5Y
+23.1%
+23.1%
+26.1%
+26.1%
+21.0%
+20.9%
ALL
+18.3%
+18.3%
+23.5%
+23.5%
+14.1%
+17.7%
VOL
19.5%
19.5%
20.0%
20.0%
-
19.6%
TER
0.6%
0.6%
0.7%
0.7%
-
0.8%
AUM
₹9,034 Cr
₹9,034 Cr
₹14,870 Cr
₹14,870 Cr
-
₹4,613 Cr
INFO
0.94
0.94
1.17
1.17
-
0.90
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 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 Oct
Top holdings
Eternal Ltd
5.9%
HDFC Bank Ltd
5.5%
Treps
3.7%
GE Vernova T&D India Ltd
3.4%
Bharti Airtel Ltd
3.3%
Bajaj Finance Ltd
3.2%
FSN E-Commerce Ventures Ltd
3.2%
Coforge Ltd
3.1%
Larsen & Toubro Ltd
2.8%
CG Power & Industrial Solutions Ltd
2.6%
Top industry exposure
Financial Services
30.3%
Industrials
21.2%
Consumer Cyclical
19.4%
Technology
10.7%
Healthcare
8.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
88%
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