Item: HSBC Large and Mid Cap Fund Direct Growth
Rating: 4
Author: Morningstar

Home › Mutual Funds › HSBC Mutual Fund › HSBC Large and Mid Cap Fund Direct Growth

28.554 (0.720%)

NAV on January 20, 2025

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 3,979 cr

Turnover Ratio 104.89%

Expense Ratio 0.87%

Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years

Returns

Min Investment 5,000

Fund Manager Cheenu Gupta (Since about 2 years) Sonal Gupta (Since about 1 year) Abhishek Gupta (Since 10 months)

ISIN INF336L01NV5

Fund Family HSBC

P/E Ratio 41.61

P/B Ratio 7.56

Launch Date March 28, 2019

Benchmark Nifty LargeMidcap 250 TR INR

Financial 21.66%

Industrial 36.88%

Technology 10.0%

Basic Materials 1.68%

Consumer Cyclical 17.35%

Utilities Services 3.62%

Healthcare Services 4.01%

Energy Services 0.02%

Communication Services 0.43%

Consumer Defensive 0.44%

Real Estate 3.90%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	35.288	34.96%	9,001 cr	0.53%	High
Invesco India Large&MidCap Fund Direct Plan Growth	106.830	28.00%	6,712 cr	0.66%	Above Average
Quant Large and Mid Cap Fund Growth Option Direct Plan	126.407	14.05%	3,658 cr	0.63%	High
HSBC Large and Mid Cap Fund Direct Growth	28.554	27.20%	3,979 cr	0.87%	Average
DSP Equity Opportunities Fund Direct Plan Growth	647.723	20.46%	13,983 cr	0.69%	Average
Kotak Equity Opportunities Direct Growth	363.644	18.78%	25,784 cr	0.52%	Below Average