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
₹24.0235
+1.47%
(19 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
+47.1%
+47.1%
+37.9%
+36.1%
+36.1%
+31.1%
3Y
+24.6%
+24.6%
+18.6%
+24.6%
+24.6%
+16.7%
5Y
+26.4%
+26.4%
+22.2%
NA
NA
+20.9%
ALL
+27.2%
+27.2%
+20.3%
+33.2%
+33.2%
+16.2%
VOL
19.8%
19.8%
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
1.38
1.38
1.04
2.08
2.08
-
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
Suzlon Energy Ltd
3.9%
Trent Ltd
3.6%
Bharat Electronics Ltd
2.7%
CG Power & Industrial Solutions Ltd
2.7%
Bharat Heavy Electricals Ltd
2.5%
Zomato Ltd
2.4%
ICICI Bank Ltd
2.4%
Cummins India Ltd
2.4%
JSW Energy Ltd
2.3%
HDFC Asset Management Co Ltd
2.1%
Top industry exposure
Industrials
37.6%
Financial Services
18.8%
Consumer Cyclical
15.3%
Technology
8.6%
Real Estate
5.2%
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