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

28.766 (1.474%)

NAV on November 19, 2024

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 3,718 cr

Turnover Ratio 104.89%

Expense Ratio 0.90%

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 almost 2 years) Sonal Gupta (Since 11 months) Abhishek Gupta (Since 8 months)

ISIN INF336L01NV5

Fund Family HSBC

P/E Ratio 38.37

P/B Ratio 7.16

Launch Date March 28, 2019

Benchmark Nifty LargeMidcap 250 TR INR

Financial 21.5%

Industrial 36.05%

Technology 7.78%

Basic Materials 0.05%

Consumer Cyclical 19.05%

Utilities Services 4.59%

Healthcare Services 4.20%

Energy Services 0.76%

Communication Services 0.47%

Consumer Defensive 0.08%

Real Estate 5.47%

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	34.535	47.74%	6,840 cr	0.51%	Above Average
Quant Large and Mid Cap Fund Growth Option Direct Plan	124.012	31.69%	3,709 cr	0.61%	High
HSBC Large and Mid Cap Fund Direct Growth	28.766	38.88%	3,718 cr	0.90%	Average
DSP Equity Opportunities Fund Direct Plan Growth	655.160	35.93%	13,804 cr	0.72%	Above Average
Kotak Equity Opportunities Direct Growth	369.376	32.07%	25,034 cr	0.50%	Below Average

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
Motilal Oswal Large and Midcap Fund Direct Growth	34.535	47.74%	6,840 cr	0.51%	Above Average
Invesco India Large&MidCap Fund Direct Plan Growth	106.270	41.05%	6,149 cr	0.64%	Above Average
HSBC Large and Mid Cap Fund Direct Growth	28.766	38.88%	3,718 cr	0.9%	Average
Bandhan Core Equity Fund Direct Plan Growth	145.152	38.38%	6,917 cr	0.61%	High
UTI Large & Mid Cap Fund-Growth Option - Direct	182.077	36.78%	3,976 cr	1.11%	Average
Edelweiss Large & Mid Fund Direct Plan Growth Option	97.633	32.34%	3,645 cr	0.44%	Average