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
₹24.9007
+0.26%
(29 Nov)
AUM
3,718 Cr
TER
0.9%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+50.6%
+50.6%
+42.1%
+38.5%
+38.5%
+33.3%
3Y
+27.3%
+27.3%
+22.0%
+28.1%
+28.1%
+19.8%
5Y
+27.4%
+27.4%
+22.9%
NA
NA
+21.5%
ALL
+28.0%
+28.0%
+21.0%
+34.1%
+34.1%
+16.2%
VOL
19.7%
19.7%
19.5%
16.0%
16.0%
-
TER
0.5%
0.5%
0.9%
0.8%
0.8%
-
AUM
₹6,840 Cr
₹6,840 Cr
₹3,718 Cr
₹1,437 Cr
₹1,437 Cr
-
INFO
1.42
1.42
1.08
2.13
2.13
-
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 Sep
Top holdings
Trent Ltd
4.8%
Zomato Ltd
4.6%
Suzlon Energy Ltd
4.3%
GE T&D India Ltd
2.9%
HDFC Asset Management Co Ltd
2.9%
CG Power & Industrial Solutions Ltd
2.6%
JSW Energy Ltd
2.5%
Bharat Electronics Ltd
2.3%
Cummins India Ltd
2.2%
Blue Star Ltd
2.2%
Top industry exposure
Industrials
35.5%
Financial Services
21.2%
Consumer Cyclical
18.7%
Technology
7.6%
Real Estate
5.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
98%
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