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

28.243 (0.126%)

NAV on June 02, 2025

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 3,906 cr

Turnover Ratio 104.89%

Expense Ratio 0.85%

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 over 2 years) Sonal Gupta (Since over 1 year)

ISIN INF336L01NV5

Fund Family HSBC

P/E Ratio 33.01

P/B Ratio 5.94

Launch Date March 28, 2019

Benchmark Nifty LargeMidcap 250 TR INR

Financial 23.86%

Industrial 21.82%

Technology 12.24%

Basic Materials 2.74%

Consumer Cyclical 20.04%

Utilities Services 2.98%

Healthcare Services 11.56%

Energy Services 0.02%

Communication Services 3.12%

Consumer Defensive 1.52%

Real Estate 0.09%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	36.380	23.77%	9,176 cr	0.68%	High
Invesco India Large&MidCap Fund Direct Plan Growth	113.460	20.95%	6,765 cr	0.70%	Above Average
Quant Large and Mid Cap Fund Growth Option Direct Plan	125.346	-4.34%	3,645 cr	0.64%	High
DSP Large & Mid Cap Fund Direct Plan Growth	679.905	12.79%	14,387 cr	0.68%	Average
HSBC Large and Mid Cap Fund Direct Growth	28.243	7.45%	3,906 cr	0.85%	High
Kotak Equity Opportunities Direct Growth	380.763	6.53%	25,712 cr	0.57%	Below Average