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

27.293 (3.806%)

NAV on May 12, 2025

Category Equity:
Large & Mid-Cap

Investment StyleBox

Large Growth

Total Assets 3,472 cr

Turnover Ratio 104.89%

Expense Ratio 0.88%

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) Abhishek Gupta (Since about 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
Invesco India Large&MidCap Fund Direct Plan Growth	109.250	20.28%	6,765 cr	0.70%	Above Average
Motilal Oswal Large and Midcap Fund Direct Growth	33.097	16.60%	9,176 cr	0.55%	High
Quant Large and Mid Cap Fund Growth Option Direct Plan	123.891	-0.78%	3,645 cr	0.64%	High
DSP Large & Mid Cap Fund Direct Plan Growth	672.495	16.20%	13,784 cr	0.69%	Average
HSBC Large and Mid Cap Fund Direct Growth	27.293	9.78%	3,472 cr	0.88%	High
Kotak Equity Opportunities Direct Growth	371.334	9.28%	24,913 cr	0.57%	Below Average