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

28.537 (0.346%)

NAV on July 25, 2024

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 2,769 cr

Turnover Ratio 68.44%

Expense Ratio 0.91%

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 1 year) Abhishek Gupta (Since 4 months)

ISIN INF336L01NV5

Fund Family HSBC

P/E Ratio 29.07

P/B Ratio 5.17

Launch Date March 28, 2019

Benchmark Nifty LargeMidcap 250 TR INR

Financial 15.53%

Industrial 37.8%

Technology 6.9%

Basic Materials 0.72%

Consumer Cyclical 18.14%

Utilities Services 4.31%

Healthcare Services 5.20%

Energy Services 3.27%

Communication Services 1.03%

Consumer Defensive 1.65%

Real Estate 5.45%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Quant Large and Mid Cap Fund Growth Option Direct Plan	139.167	62.63%	3,290 cr	0.66%	High
Motilal Oswal Large and Midcap Fund Direct Growth	32.088	51.76%	4,943 cr	0.55%	Above Average
DSP Equity Opportunities Fund Direct Plan Growth	672.850	50.16%	13,093 cr	0.72%	Average
HSBC Large and Mid Cap Fund Direct Growth	28.537	48.64%	2,769 cr	0.91%	Average
Kotak Equity Opportunities Direct Growth	379.207	43.32%	24,055 cr	0.52%	Low